XNAV vs. EAOA

In the year-to-date period, XNAV achieves a -3.45% return, which is significantly lower than EAOA's 3.97% return.

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XNAV has a 1.30% expense ratio, which is higher than EAOA's 0.18% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for FundX Aggressive ETF (XNAV) and iShares ESG Aware Aggressive Allocation ETF (EAOA). 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.

The current XNAV Sharpe Ratio is 0.29, which is lower than the EAOA Sharpe Ratio of 0.79. The chart below compares the historical Sharpe Ratios of XNAV and EAOA, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

XNAV's dividend yield for the trailing twelve months is around 0.09%, less than EAOA's 2.05% yield.

The maximum XNAV drawdown since its inception was -24.27%, roughly equal to the maximum EAOA drawdown of -25.06%. Use the drawdown chart below to compare losses from any high point for XNAV and EAOA.

The current volatility for FundX Aggressive ETF (XNAV) is 3.04%, while iShares ESG Aware Aggressive Allocation ETF (EAOA) has a volatility of 3.27%. This indicates that XNAV experiences smaller price fluctuations and is considered to be less risky than EAOA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.