XNAV vs. FMAG
Compare and contrast key facts about FundX Aggressive ETF (XNAV) and Fidelity Magellan ETF (FMAG).
XNAV and FMAG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XNAV is an actively managed fund by FundX. It was launched on Jul 1, 2002. FMAG is an actively managed fund by Fidelity. It was launched on Feb 2, 2021.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XNAV or FMAG.
Correlation
The correlation between XNAV and FMAG is 0.40, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
XNAV vs. FMAG - Performance Comparison
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Key characteristics
XNAV:
3.74%
FMAG:
12.78%
XNAV:
-0.18%
FMAG:
-0.65%
XNAV:
0.00%
FMAG:
-0.21%
Returns By Period
XNAV
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FMAG
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XNAV vs. FMAG - Expense Ratio Comparison
XNAV has a 1.30% expense ratio, which is higher than FMAG's 0.59% expense ratio.
Risk-Adjusted Performance
XNAV vs. FMAG — Risk-Adjusted Performance Rank
XNAV
FMAG
XNAV vs. FMAG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for FundX Aggressive ETF (XNAV) and Fidelity Magellan ETF (FMAG). 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.
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Dividends
XNAV vs. FMAG - Dividend Comparison
XNAV's dividend yield for the trailing twelve months is around 0.09%, less than FMAG's 0.13% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|
XNAV FundX Aggressive ETF | 0.09% | 0.00% | 0.00% | 0.00% | 0.00% |
FMAG Fidelity Magellan ETF | 0.13% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
XNAV vs. FMAG - Drawdown Comparison
The maximum XNAV drawdown since its inception was -0.18%, smaller than the maximum FMAG drawdown of -0.65%. Use the drawdown chart below to compare losses from any high point for XNAV and FMAG. For additional features, visit the drawdowns tool.
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Volatility
XNAV vs. FMAG - Volatility Comparison
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