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BFLX vs XCOR

iShares Flexible Equity Active ETF vs Fundx ETF

BFLX

iShares Flexible Equity Active ETF

Annual cost

0.40%

Fund size

$11M

XCOR

Fundx ETF

Annual cost

1.15%

Fund size

$193M

Key differences

Both BFLX and XCOR are equity ETFs. BFLX charges 0.40% a year and XCOR 1.15%. The main difference: BFLX costs 0.75% less per year.

  • BFLX costs 0.75% less per year.
  • XCOR is much larger than BFLX. 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

BFLXXCOR
Annual cost (TER)0.40%1.15%
Fund size (AUM)$11M$193M
Since20262001
Dividend yield0.38%
Asset classequityequity
Regionglobal
Strategyactive selectionactive selection
CAGR 1YN/A+24.6%
CAGR 3YN/A+21.5%
CAGR 5YN/AN/A
Sharpe 3YN/A1.01
Volatility 1Y13.29%
Max drawdown-3.87%-22.54%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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