Screener
XNAV vs XRMI
FundX Aggressive ETF vs Global X S&P 500 Risk Managed Income ETF
Key differences
Both XNAV and XRMI are alternative ETFs. XNAV charges 1.27% a year and XRMI 0.60%. The main difference: XNAV follows a active selection strategy; XRMI uses option income.
- XNAV follows a active selection strategy; XRMI uses option income.
- XRMI costs 0.67% less per year.
- 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 | XRMI | |
|---|---|---|
| Annual cost (TER) | 1.27% | 0.60% |
| Fund size (AUM) | $34M | $50M |
| Since | 2002 | 2021 |
| Dividend yield | 0.47% | 12.62% |
| Asset class | alternative | alternative |
| Region | — | north america |
| Strategy | active selection | option income |
| CAGR 1Y | +39.1% | +9.2% |
| CAGR 3Y | +24.2% | +6.6% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.03 | 0.49 |
| Volatility 1Y | 17.88% | 5.53% |
| Max drawdown | -24.27% | -15.36% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.