Screener
FCEF vs XFLX
First Trust Income Opportunity ETF vs FundX Flexible ETF
Key differences
- XFLX costs 2.72% less per year.
- FCEF is classified as mixed asset, while XFLX is fixed income — different risk/return profiles.
- XFLX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FCEF | XFLX | |
|---|---|---|
| Annual cost (TER) | 3.69% | 0.97% |
| Fund size (AUM) | $75M | $49M |
| Since | 2016 | 2002 |
| Dividend yield | 6.24% | 9.73% |
| Asset class | mixed asset | fixed income |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +18.7% | +5.1% |
| CAGR 3Y | +16.1% | N/A |
| CAGR 5Y | +6.5% | N/A |
| Sharpe 3Y | 1.19 | N/A |
| Volatility 1Y | 7.84% | 3.52% |
| Max drawdown | -44.81% | -6.54% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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