Screener
XNAV vs APCB
FundX Aggressive ETF vs ActivePassive Core Bond ETF
Key differences
XNAV is an alternative ETF, while APCB is a fixed income ETF. XNAV charges 1.27% a year and APCB 0.36%.
- XNAV is an alternative fund, while APCB is a fixed income fund. They carry different risk/return profiles.
- APCB costs 0.91% less per year.
- APCB is much larger than XNAV. Larger funds are usually more liquid and less likely to close.
- Over the last three years, XNAV has delivered higher annualized returns.
- XNAV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| XNAV | APCB | |
|---|---|---|
| Annual cost (TER) | 1.27% | 0.36% |
| Fund size (AUM) | $34M | $936M |
| Since | 2002 | 2023 |
| Dividend yield | 0.47% | 4.15% |
| Asset class | alternative | fixed income |
| Region | — | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +38.3% | +4.1% |
| CAGR 3Y | +24.0% | +3.6% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.02 | 0.02 |
| Volatility 1Y | 17.43% | 3.41% |
| Max drawdown | -24.27% | -6.42% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.