Screener
XNAV vs XCLR
FundX Aggressive ETF vs Global X S&P 500 Collar 95-110 ETF
Key differences
Both XNAV and XCLR are alternative ETFs. XNAV charges 1.27% a year and XCLR 0.25%. The main difference: XNAV follows a active selection strategy; XCLR uses option income.
- XNAV follows a active selection strategy; XCLR uses option income.
- XCLR costs 1.02% less per year.
- XNAV is much larger than XCLR. 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 | XCLR | |
|---|---|---|
| Annual cost (TER) | 1.27% | 0.25% |
| Fund size (AUM) | $34M | $3M |
| Since | 2002 | 2021 |
| Dividend yield | 0.47% | 0.97% |
| Asset class | alternative | alternative |
| Region | — | north america |
| Strategy | active selection | option income |
| CAGR 1Y | +39.1% | +12.6% |
| CAGR 3Y | +24.2% | +13.5% |
| CAGR 5Y | N/A | -2.1% |
| Sharpe 3Y | 1.03 | 0.98 |
| Volatility 1Y | 17.88% | 8.50% |
| Max drawdown | -24.27% | -46.74% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.