XNAV vs. VOO
Compare and contrast key facts about FundX Aggressive ETF (XNAV) and Vanguard S&P 500 ETF (VOO).
XNAV and VOO 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. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XNAV or VOO.
Correlation
The correlation between XNAV and VOO 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. VOO - Performance Comparison
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Key characteristics
XNAV:
3.74%
VOO:
19.11%
XNAV:
-0.18%
VOO:
-33.99%
XNAV:
0.00%
VOO:
-7.67%
Returns By Period
XNAV
N/A
N/A
N/A
N/A
N/A
N/A
VOO
-3.41%
5.73%
-5.06%
9.79%
16.35%
12.31%
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XNAV vs. VOO - Expense Ratio Comparison
XNAV has a 1.30% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
XNAV vs. VOO — Risk-Adjusted Performance Rank
XNAV
VOO
XNAV vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for FundX Aggressive ETF (XNAV) and Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
XNAV's dividend yield for the trailing twelve months is around 0.09%, less than VOO's 1.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XNAV FundX Aggressive ETF | 0.09% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.34% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
XNAV vs. VOO - Drawdown Comparison
The maximum XNAV drawdown since its inception was -0.18%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for XNAV and VOO. For additional features, visit the drawdowns tool.
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Volatility
XNAV vs. VOO - Volatility Comparison
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