XNAV vs. BBHL

Last updated Jun 3, 2026

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 0.77 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

The chart below illustrates the hypothetical performance of a $10,000 investment in FundX Aggressive ETF (XNAV) and BBH Select Large Cap ETF (BBHL). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, XNAV achieves a 24.50% return, which is significantly higher than BBHL's 5.80% return.

XNAV

• 1D: 1.49%
• 1M: 8.49%
• YTD: 24.50%
• 6M: 26.25%
• 1Y: 45.35%
• 3Y*: 25.53%
• 5Y*: —
• 10Y*: —

BBHL

• 1D: -0.15%
• 1M: 3.93%
• YTD: 5.80%
• 6M: 6.10%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

XNAV vs. BBHL - Yearly Performance Comparison

	2026 (YTD)	2025
XNAV FundX Aggressive ETF	24.50%	3.85%
BBHL BBH Select Large Cap ETF	5.80%	2.72%

Correlation

The correlation between XNAV and BBHL is 0.77, 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 18, 2025	0.77

Return for Risk

XNAV vs. BBHL — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

XNAV

XNAV Risk / Return Rank: 80
XNAV Sharpe Ratio Rank: 83
XNAV Sortino Ratio Rank: 78
XNAV Omega Ratio Rank: 79
XNAV Calmar Ratio Rank: 78
XNAV Martin Ratio Rank: 83

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

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.

	XNAV	BBHL	Difference
Sharpe ratio Return per unit of total volatility	2.76	—	—
Sortino ratio Return per unit of downside risk	3.57	—	—
Omega ratio Gain probability vs. loss probability	1.48	—	—
Calmar ratio Return relative to maximum drawdown	4.05	—	—
Martin ratio Return relative to average drawdown	17.04	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	XNAV	BBHL	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.76	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.31	1.34	-0.03

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.

Drawdown Indicators

	XNAV	BBHL	Difference
Max Drawdown Largest 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 Drawdown Current decline from peak	0.00%	-0.15%	+0.15%
Average Drawdown Average peak-to-trough decline	-3.59%	-3.02%	-0.57%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.73%	—	—

Volatility

Volatility by Period

	XNAV	BBHL	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.45%	—	—
Volatility (6M) Calculated over the trailing 6-month period	13.67%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	16.55%	12.73%	+3.82%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	18.74%	12.73%	+6.01%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	18.74%	12.73%	+6.01%

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 0.47%, 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	0.47%	0.58%	0.09%	1.21%	1.47%

Frequently Asked Questions

Can I hold both XNAV and BBHL in my portfolio?

XNAV and BBHL have a correlation of 0.77, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, XNAV or BBHL?

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.

Which ETF is cheaper, XNAV or BBHL?

BBHL is cheaper with a 0.71% expense ratio, compared with 1.30% for XNAV.

Which ETF pays a higher dividend yield, XNAV or BBHL?

XNAV has the higher dividend yield at 0.47%, compared with 0.00% for BBHL.

What is the main difference between XNAV and BBHL?

They also come from different issuers: FundX and BBH. Their fees differ too: 1.30% for XNAV and 0.71% for BBHL.