Skip to content
Beacon
Screener

XNAV vs FDEV

FundX Aggressive ETF vs Fidelity International Multifactor ETF

XNAV

FundX Aggressive ETF

Fund X

Annual cost

1.27%

Fund size

$31M

FDEV

Fidelity International Multifactor ETF

Fidelity Investments

Annual cost

0.18%

Fund size

$271M

Key differences

  • FDEV costs 1.09% less per year.
  • FDEV is significantly larger than XNAV — larger funds tend to be more liquid and less likely to close.
  • XNAV is classified as alternative, while FDEV is equity — different risk/return profiles.
  • XNAV follows a active selection strategy; FDEV uses index tracking.
  • 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

XNAVFDEV
Annual cost (TER)1.27%0.18%
Fund size (AUM)$31M$271M
Since20022019
Dividend yield0.51%2.75%
Asset classalternativeequity
Regionglobal
Strategyactive selectionindex tracking
CAGR 1Y+44.5%+17.4%
CAGR 3Y+25.0%+14.6%
CAGR 5YN/A+7.8%
Sharpe 3Y1.080.86
Volatility 1Y16.54%11.93%
Max drawdown-24.27%-30.11%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to XNAV and FDEV