Screener
XNAV vs BGRO
FundX Aggressive ETF vs iShares Large Cap Growth Active ETF
Key differences
Both XNAV and BGRO are alternative ETFs. XNAV charges 1.27% a year and BGRO 0.55%. The main difference: BGRO costs 0.72% less per year.
- BGRO costs 0.72% less per year.
- XNAV is much larger than BGRO. 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 | BGRO | |
|---|---|---|
| Annual cost (TER) | 1.27% | 0.55% |
| Fund size (AUM) | $34M | $10M |
| Since | 2002 | 2024 |
| Dividend yield | 0.47% | 0.03% |
| Asset class | alternative | alternative |
| Region | — | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +39.1% | +18.3% |
| CAGR 3Y | +24.2% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.03 | N/A |
| Volatility 1Y | 17.88% | 18.88% |
| Max drawdown | -24.27% | -24.94% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.