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XNAV vs EAOR
FundX Aggressive ETF vs iShares ESG Aware 60/40 Balanced Allocation ETF
Key differences
- EAOR costs 1.09% less per year.
- XNAV is classified as alternative, while EAOR is mixed asset — different risk/return profiles.
- Over the last 3 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 | EAOR | |
|---|---|---|
| Annual cost (TER) | 1.27% | 0.18% |
| Fund size (AUM) | $31M | $32M |
| Since | 2002 | 2020 |
| Dividend yield | 0.51% | 2.41% |
| Asset class | alternative | mixed asset |
| Region | — | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +41.8% | +19.7% |
| CAGR 3Y | +24.6% | +13.7% |
| CAGR 5Y | N/A | +6.5% |
| Sharpe 3Y | 1.06 | 1.03 |
| Volatility 1Y | 16.40% | 8.58% |
| Max drawdown | -24.27% | -22.91% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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