Screener
XNAV vs APMU
FundX Aggressive ETF vs ActivePassive Intermediate Municipal Bond ETF
Key differences
XNAV is an alternative ETF, while APMU is a fixed income ETF. XNAV charges 1.27% a year and APMU 0.35%.
- XNAV is an alternative fund, while APMU is a fixed income fund. They carry different risk/return profiles.
- APMU costs 0.92% less per year.
- APMU 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 | APMU | |
|---|---|---|
| Annual cost (TER) | 1.27% | 0.35% |
| Fund size (AUM) | $34M | $232M |
| Since | 2002 | 2023 |
| Dividend yield | 0.47% | 2.65% |
| Asset class | alternative | fixed income |
| Region | — | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +38.3% | +4.1% |
| CAGR 3Y | +24.0% | +3.0% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.02 | -0.22 |
| Volatility 1Y | 17.43% | 2.37% |
| Max drawdown | -24.27% | -4.39% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.