Screener
BFIX vs XCOR
Build Bond Innovation ETF vs Fundx ETF
Key differences
BFIX is a fixed income ETF, while XCOR is an equity ETF. BFIX charges 0.45% a year and XCOR 1.15%.
- BFIX is a fixed income fund, while XCOR is an equity fund. They carry different risk/return profiles.
- BFIX follows a option income strategy; XCOR uses active selection.
- BFIX costs 0.70% less per year.
- XCOR is much larger than BFIX. Larger funds are usually more liquid and less likely to close.
- Over the last three years, XCOR has delivered higher annualized returns.
- XCOR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BFIX | XCOR | |
|---|---|---|
| Annual cost (TER) | 0.45% | 1.15% |
| Fund size (AUM) | $12M | $193M |
| Since | 2022 | 2001 |
| Dividend yield | 3.52% | 0.38% |
| Asset class | fixed income | equity |
| Region | north america | — |
| Strategy | option income | active selection |
| CAGR 1Y | +4.3% | +24.8% |
| CAGR 3Y | +7.8% | +22.5% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.81 | 1.06 |
| Volatility 1Y | 2.89% | 13.29% |
| Max drawdown | -8.03% | -22.54% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.