XNAV vs. FMAG

In the year-to-date period, XNAV achieves a -3.42% return, which is significantly lower than FMAG's 4.95% return.

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XNAV has a 1.30% expense ratio, which is higher than FMAG's 0.59% expense ratio.

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.

The current XNAV Sharpe Ratio is 0.24, which is lower than the FMAG Sharpe Ratio of 0.65. The chart below compares the historical Sharpe Ratios of XNAV and FMAG, 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 FMAG's 0.12% yield.

The maximum XNAV drawdown since its inception was -24.27%, smaller than the maximum FMAG drawdown of -32.93%. Use the drawdown chart below to compare losses from any high point for XNAV and FMAG.

The current volatility for FundX Aggressive ETF (XNAV) is 3.07%, while Fidelity Magellan ETF (FMAG) has a volatility of 4.57%. This indicates that XNAV experiences smaller price fluctuations and is considered to be less risky than FMAG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.