XNAV vs. BBHL
XNAV (FundX Aggressive ETF) and BBHL (BBH Select Large Cap ETF) are both Large Cap Growth Equities funds. XNAV is actively managed, while BBHL is passively managed. A 0.78 correlation means they provide meaningful diversification when combined. XNAV charges 1.30%/yr vs 0.71%/yr for BBHL.
Performance
XNAV vs. BBHL - Performance Comparison
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Returns By Period
In the year-to-date period, XNAV achieves a 17.83% return, which is significantly higher than BBHL's 4.47% return.
XNAV
- 1D
- -4.01%
- 1M
- -1.59%
- YTD
- 17.83%
- 6M
- 16.41%
- 1Y
- 37.02%
- 3Y*
- 22.49%
- 5Y*
- —
- 10Y*
- —
BBHL
- 1D
- -1.12%
- 1M
- -0.06%
- YTD
- 4.47%
- 6M
- 4.12%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
XNAV vs. BBHL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
XNAV FundX Aggressive ETF | 17.83% | 2.54% |
BBHL BBH Select Large Cap ETF | 4.47% | 1.70% |
Correlation
The correlation between XNAV and BBHL is 0.78, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Nov 17, 2025 | 0.78 |
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Return for Risk
XNAV vs. BBHL — Risk / Return Rank
XNAV
BBHL
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
XNAV vs. BBHL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for FundX Aggressive ETF (XNAV) and BBH Select Large Cap ETF (BBHL). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| XNAV | BBHL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.36 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 3.24 | — | — |
| Martin ratioReturn relative to average drawdown | 12.83 | — | — |
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Drawdowns
XNAV vs. BBHL - Drawdown Comparison
The maximum XNAV drawdown since its inception was -24.27%, which is greater than BBHL's maximum drawdown of -11.99%. Use the drawdown chart below to compare losses from any high point for XNAV and BBHL.
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Drawdown Indicators
| XNAV | BBHL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.27% | -11.99% | -12.28% |
Max Drawdown (1Y)Largest decline over 1 year | -11.47% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -24.27% | — | — |
Current DrawdownCurrent decline from peak | -5.36% | -2.41% | -2.95% |
Average DrawdownAverage peak-to-trough decline | -3.58% | -2.87% | -0.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.89% | — | — |
Volatility
XNAV vs. BBHL - Volatility Comparison
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Volatility by Period
| XNAV | BBHL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.39% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 16.05% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 18.57% | 13.16% | +5.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.15% | 13.16% | +5.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.15% | 13.16% | +5.99% |
XNAV vs. BBHL - Expense Ratio Comparison
XNAV has a 1.30% expense ratio, which is higher than BBHL's 0.71% expense ratio.
Dividends
XNAV vs. BBHL - Dividend Comparison
XNAV's dividend yield for the trailing twelve months is around 0.49%, while BBHL has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
BBHL BBH Select Large Cap ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XNAV FundX Aggressive ETF | 0.49% | 0.58% | 0.09% | 1.21% | 1.47% |
Frequently Asked Questions
XNAV and BBHL have a correlation of 0.78, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, BBHL is cheaper at 0.71% per year. The better choice depends on whether you care most about return, fees, risk, or income.
BBHL is cheaper with a 0.71% expense ratio, compared with 1.30% for XNAV.
XNAV has the higher dividend yield at 0.49%, compared with 0.00% for BBHL.
They also come from different issuers: FundX and BBH. Their fees differ too: 1.30% for XNAV and 0.71% for BBHL.
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