Screener
DYFI vs XCOR
IDX Dynamic Fixed Income ETF vs Fundx ETF
Key differences
DYFI is a fixed income ETF, while XCOR is an equity ETF. DYFI charges 1.13% a year and XCOR 1.15%.
- DYFI is a fixed income fund, while XCOR is an equity fund. They carry different risk/return profiles.
- XCOR is much larger than DYFI. 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
| DYFI | XCOR | |
|---|---|---|
| Annual cost (TER) | 1.13% | 1.15% |
| Fund size (AUM) | $56M | $193M |
| Since | 2024 | 2001 |
| Dividend yield | 4.61% | 0.38% |
| Asset class | fixed income | equity |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +3.8% | +26.1% |
| CAGR 3Y | N/A | +22.5% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 1.06 |
| Volatility 1Y | 2.50% | 13.61% |
| Max drawdown | -4.54% | -22.54% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.