XNAV vs HYBX
Comparison between FUNDX AGGRESSIVE ETF (XNAV, ETF) and TCW High Yield Bond ETF (HYBX, ETF).
XNAV vs HYBX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
XNAV vs HYBX - Holdings Comparison
XNAV and HYBX have 0 common holdings. Overlap is 0.00%
XNAV's top 25 holdings weight is 97.44%. HYBX's top 25 holdings weight is 0.02%.
| Rank | XNAV | HYBX |
|---|---|---|
| #1 | VANGUARD GROWTH ETF (VUG) - 9.91% | TCW FDS (TGCXX) - 0.02% |
| #2 | SCHWAB US LARGE-CAP GROWTH ETF„¢ (SCHG) - 8.27% | N/A |
| #3 | ISHARES MSCI USA VALUE FACTOR ETF (VLUE) - 7.52% | N/A |
| #4 | WISDOMTREE U.S. QUALITY GROWTH ETF (QGRW) - 6.04% | N/A |
| #5 | ISHARES MSCI USA MOMENTUM FACTOR ETF (MTUM) - 5.71% | N/A |
| #6 | VANECK SEMICONDUCTOR ETF (SMH) - 5.66% | N/A |
| #7 | STATE STREET® SPDR® S&P® SMCNDCTR ETF (XSD) - 5.43% | N/A |
| #8 | TCW TRANSFORM SYSTEMS ETF (PWRD) - 4.41% | N/A |
| #9 | STATE STREET® SPDR® NYSE TECHNOLOGY ETF (XNTK) - 4.37% | N/A |
| #10 | INVESCO S&P 500® MOMENTUM ETF (SPMO) - 4.35% | N/A |
| #11 | ISHARES SEMICONDUCTOR ETF (SOXX) - 4.20% | N/A |
| #12 | STT STRT®SPDR®S&PKENSHONWECOSCOMPOSETF (KOMP) - 3.80% | N/A |
| #13 | ISHARES GLOBAL CLEAN ENERGY ETF (ICLN) - 3.71% | N/A |
| #14 | AVANTIS US SMALL CAP VALUE ETF (AVUV) - 3.57% | N/A |
| #15 | FIRST TRUST NASDAQ-100-TECH SECTOR ETF (QTEC) - 3.51% | N/A |
| #16 | INVESCO NASDAQ 100 ETF (QQQM) - 3.48% | N/A |
| #17 | ISHARES US OIL EQUIPMENT & SERVICES ETF (IEZ) - 3.47% | N/A |
| #18 | FIRST TRUST NASDAQ® CLN EDGE® GRNENGYETF (QCLN) - 3.44% | N/A |
| #19 | ISHARES MSCI SOUTH KOREA ETF (EWY) - 3.43% | N/A |
| #20 | INVESCO WILDERHILL CLEAN ENERGY ETF (PBW) - 3.16% | N/A |
| #21 | N/A | N/A |
| #22 | N/A | N/A |
| #23 | N/A | N/A |
| #24 | N/A | N/A |
| #25 | N/A | N/A |
| Total Holdings | 20 | 1 |
XNAV vs HYBX - Historical Returns
Returns include dividend reinvestment.
XNAV vs HYBX - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | XNAV | HYBX |
|---|---|---|
| 2026 | +11.67% | +2.18% |
| 2025 | +13.49% | +6.16% |
| 2024 | +27.48% | -0.26% |
| 2023 | +17.28% | N/A |
| 2022 | +7.01% | N/A |
XNAV vs HYBX Drawdown Comparison
The maximum drawdown for XNAV was -24.27%, occurring on Apr 8, 2025. Recovery took 141 trading sessions.
The maximum drawdown for HYBX was -3.92%, occurring on Apr 8, 2025. Recovery took 50 trading sessions.
The current XNAV drawdown is -9.05%. The current HYBX drawdown is -0.18%.
| Rank | XNAV | HYBX |
|---|---|---|
| #1 | -24.27% Feb 18, 2025 - Sep 10, 2025 | -3.92% Feb 28, 2025 - May 12, 2025 |
| #2 | -15.72% Jul 10, 2024 - Nov 6, 2024 | -2.15% Jan 27, 2026 - Apr 8, 2026 |
| #3 | -12.25% Jul 18, 2023 - Dec 11, 2023 | -1.76% Oct 28, 2025 - Dec 19, 2025 |
| #4 | -11.50% Jun 2, 2026 - Jul 20, 2026 | -1.72% Dec 6, 2024 - Jan 24, 2025 |
| #5 | -11.47% Feb 25, 2026 - Apr 16, 2026 | -1.49% Aug 13, 2025 - Sep 2, 2025 |
| #6 | -10.47% Nov 30, 2022 - Jun 6, 2023 | -1.48% Sep 23, 2025 - Oct 28, 2025 |
| #7 | -7.46% Mar 22, 2024 - May 15, 2024 | -1.38% Dec 19, 2025 - Dec 23, 2025 |
| #8 | -6.64% Oct 29, 2025 - Dec 10, 2025 | -1.38% Apr 27, 2026 - Jun 16, 2026 |
| #9 | -5.44% Jan 28, 2026 - Feb 25, 2026 | -0.85% Nov 18, 2024 - Dec 3, 2024 |
| #10 | -5.25% Dec 16, 2024 - Jan 22, 2025 | -0.84% May 20, 2025 - May 28, 2025 |
| #11 | -3.73% Jan 23, 2025 - Feb 18, 2025 | -0.81% Jan 20, 2026 - Jan 27, 2026 |
| #12 | -3.31% Dec 11, 2025 - Dec 23, 2025 | -0.75% Jun 16, 2026 - Jul 6, 2026 |
| #13 | -3.25% Oct 8, 2025 - Oct 20, 2025 | -0.72% Jul 9, 2025 - Jul 21, 2025 |
| #14 | -3.11% Dec 28, 2023 - Jan 11, 2024 | -0.69% Jul 23, 2025 - Aug 11, 2025 |
| #15 | -3.09% May 11, 2026 - May 26, 2026 | -0.69% Jul 6, 2026 - Jul 9, 2026 |
Correlation
Correlation between XNAV and HYBX is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2022 - 2026)
XNAV vs HYBX dividend yield comparison.
| Year | XNAV | HYBX |
|---|---|---|
| 2026 | 0.00% | 3.84% |
| 2025 | 0.58% | 7.82% |
| 2024 | 0.09% | 1.08% |
| 2023 | 1.21% | 0.00% |
| 2022 | 1.47% | 0.00% |
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