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FFDI vs XCOR

Fidelity Fundamental Developed vs Fundx ETF

FFDI

Fidelity Fundamental Developed

Fidelity Investments

Annual cost

0.55%

Fund size

$22M

XCOR

Fundx ETF

Fund X

Annual cost

1.15%

Fund size

$180M

Key differences

  • FFDI costs 0.60% less per year.
  • XCOR is significantly larger than FFDI — larger funds tend to be more liquid and less likely to close.
  • FFDI follows a index tracking strategy; XCOR uses active selection.
  • XCOR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FFDIXCOR
Annual cost (TER)0.55%1.15%
Fund size (AUM)$22M$180M
Since20242001
Dividend yield2.11%0.41%
Asset classequityequity
Region
Strategyindex trackingactive selection
CAGR 1Y+13.8%+31.1%
CAGR 3YN/A+23.0%
CAGR 5YN/AN/A
Sharpe 3YN/A1.08
Volatility 1Y17.08%12.91%
Max drawdown-14.39%-22.54%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to FFDI and XCOR