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XNAV vs EMPB

FundX Aggressive ETF vs Efficient Market Portfolio Plus ETF

XNAV

FundX Aggressive ETF

Annual cost

1.27%

Fund size

$34M

EMPB

Efficient Market Portfolio Plus ETF

Annual cost

2.21%

Fund size

$21M

Key differences

Both XNAV and EMPB are alternative ETFs. XNAV charges 1.27% a year and EMPB 2.21%. The main difference: XNAV costs 0.94% less per year.

  • XNAV costs 0.94% less per year.
  • XNAV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

XNAVEMPB
Annual cost (TER)1.27%2.21%
Fund size (AUM)$34M$21M
Since20022024
Dividend yield0.47%0.77%
Asset classalternativealternative
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+36.1%+20.0%
CAGR 3Y+23.1%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.99N/A
Volatility 1Y17.46%11.30%
Max drawdown-24.27%-7.55%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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