Screener
XNAV vs CSM
FundX Aggressive ETF vs ProShares Large Cap Core Plus
Key differences
Both XNAV and CSM are alternative ETFs. XNAV charges 1.27% a year and CSM 0.45%. The main difference: CSM costs 0.82% less per year.
- CSM costs 0.82% less per year.
- CSM 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 | CSM | |
|---|---|---|
| Annual cost (TER) | 1.27% | 0.45% |
| Fund size (AUM) | $34M | $524M |
| Since | 2002 | 2009 |
| Dividend yield | 0.47% | 1.00% |
| Asset class | alternative | alternative |
| Region | — | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +36.1% | +23.0% |
| CAGR 3Y | +23.1% | +20.7% |
| CAGR 5Y | N/A | +12.8% |
| Sharpe 3Y | 0.99 | 1.07 |
| Volatility 1Y | 17.46% | 12.19% |
| Max drawdown | -24.27% | -36.11% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.