Screener
XNAV vs BDYN
FundX Aggressive ETF vs iShares Dynamic Equity Active ETF
Key differences
XNAV is an alternative ETF, while BDYN is a mixed asset ETF. XNAV charges 1.27% a year and BDYN 0.40%.
- XNAV is an alternative fund, while BDYN is a mixed asset fund. They carry different risk/return profiles.
- BDYN costs 0.87% less per year.
- BDYN is much larger than XNAV. Larger funds are usually more liquid and less likely to close.
- XNAV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| XNAV | BDYN | |
|---|---|---|
| Annual cost (TER) | 1.27% | 0.40% |
| Fund size (AUM) | $34M | $2.9B |
| Since | 2002 | 2017 |
| Dividend yield | 0.47% | 0.91% |
| Asset class | alternative | mixed asset |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +39.1% | N/A |
| CAGR 3Y | +24.2% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.03 | N/A |
| Volatility 1Y | 17.88% | — |
| Max drawdown | -24.27% | -10.85% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.