Screener
BDYN vs XCOR
iShares Dynamic Equity Active ETF vs Fundx ETF
Key differences
BDYN is a mixed asset ETF, while XCOR is an equity ETF. BDYN charges 0.40% a year and XCOR 1.15%.
- BDYN is a mixed asset fund, while XCOR is an equity fund. They carry different risk/return profiles.
- BDYN costs 0.75% less per year.
- BDYN is much larger than XCOR. Larger funds are usually more liquid and less likely to close.
- XCOR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BDYN | XCOR | |
|---|---|---|
| Annual cost (TER) | 0.40% | 1.15% |
| Fund size (AUM) | $2.9B | $193M |
| Since | 2017 | 2001 |
| Dividend yield | 0.91% | 0.38% |
| Asset class | mixed asset | equity |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | N/A | +26.1% |
| CAGR 3Y | N/A | +22.5% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 1.06 |
| Volatility 1Y | — | 13.61% |
| Max drawdown | -10.85% | -22.54% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.