Screener
XNAV vs BSR
FundX Aggressive ETF vs Beacon Selective Risk ETF
Key differences
XNAV is an alternative ETF, while BSR is a fixed income ETF. XNAV charges 1.27% a year and BSR 1.09%.
- XNAV is an alternative fund, while BSR is a fixed income fund. They carry different risk/return profiles.
- BSR costs 0.18% less per year.
- 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 | BSR | |
|---|---|---|
| Annual cost (TER) | 1.27% | 1.09% |
| Fund size (AUM) | $34M | $37M |
| Since | 2002 | 2023 |
| Dividend yield | 0.47% | 1.02% |
| Asset class | alternative | fixed income |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +39.1% | +11.6% |
| CAGR 3Y | +24.2% | +7.8% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.03 | 0.32 |
| Volatility 1Y | 17.88% | 8.78% |
| Max drawdown | -24.27% | -15.68% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.