Screener
FCEF vs XCOR
First Trust Income Opportunity ETF vs Fundx ETF
Key differences
- XCOR costs 2.54% less per year.
- FCEF is classified as mixed asset, while XCOR is equity — different risk/return profiles.
- Over the last 3 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
| FCEF | XCOR | |
|---|---|---|
| Annual cost (TER) | 3.69% | 1.15% |
| Fund size (AUM) | $75M | $180M |
| Since | 2016 | 2001 |
| Dividend yield | 6.24% | 0.41% |
| Asset class | mixed asset | equity |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +18.7% | +29.1% |
| CAGR 3Y | +16.1% | +22.9% |
| CAGR 5Y | +6.5% | N/A |
| Sharpe 3Y | 1.19 | 1.08 |
| Volatility 1Y | 7.84% | 12.85% |
| Max drawdown | -44.81% | -22.54% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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