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. Their 0.73 correlation means they have sometimes moved together and sometimes differently. 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 9.30% return, which is significantly higher than BBHL's 6.85% return.
XNAV
- 1D
- 0.60%
- 1M
- -4.93%
- 6M
- 3.57%
- YTD
- 9.30%
- 1Y
- 24.44%
- 3Y*
- 17.14%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 19.54%
BBHL
- 1D
- 1.23%
- 1M
- -1.13%
- 6M
- 6.45%
- YTD
- 6.85%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $615.08K | $948.80K | $819.70K | |
| $19.79K | $35.20K | $45.41K |
XNAV vs. BBHL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
XNAV FundX Aggressive ETF | 9.30% | 2.54% |
BBHL BBH Select Large Cap ETF | 6.85% | 1.70% |
Correlation
The correlation between XNAV and BBHL is 0.73, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Nov 17, 2025 | 0.73 |
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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 | 1.20 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 1.44 | — | — |
| Martin ratioReturn relative to average drawdown | 5.52 | — | — |
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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 | -16.26% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -24.27% | — | — |
Current DrawdownCurrent decline from peak | -12.21% | -1.30% | -10.91% |
Average DrawdownAverage peak-to-trough decline | -3.74% | -2.67% | -1.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.22% | — | — |
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 | 8.71% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 18.33% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 20.76% | 13.00% | +7.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.53% | 13.00% | +6.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.53% | 13.00% | +6.53% |
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 0.53%, 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 | 0.53% | 0.58% | 0.09% | 1.21% | 1.47% |
Frequently Asked Questions
XNAV and BBHL have a correlation of 0.73, 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 0.53%, 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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