Screener
XNAV vs RULE
FundX Aggressive ETF vs Adaptive Core ETF
Key differences
- XNAV costs 0.57% less per year.
- XNAV is classified as alternative, while RULE 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 | RULE | |
|---|---|---|
| Annual cost (TER) | 1.27% | 1.84% |
| Fund size (AUM) | $31M | $14M |
| Since | 2002 | 2021 |
| Dividend yield | 0.51% | 0.00% |
| Asset class | alternative | mixed asset |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +41.8% | +41.5% |
| CAGR 3Y | +24.6% | +16.7% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.06 | 0.81 |
| Volatility 1Y | 16.40% | 19.69% |
| Max drawdown | -24.27% | -30.48% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to XNAV and RULE
Explore further