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FFDI vs XFLX

Fidelity Fundamental Developed vs FundX Flexible ETF

FFDI

Fidelity Fundamental Developed

Fidelity Investments

Annual cost

0.55%

Fund size

$22M

XFLX

FundX Flexible ETF

Fund X

Annual cost

0.97%

Fund size

$49M

Key differences

  • FFDI costs 0.42% less per year.
  • FFDI is classified as equity, while XFLX is fixed income — different risk/return profiles.
  • FFDI follows a index tracking strategy; XFLX uses active selection.
  • XFLX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FFDIXFLX
Annual cost (TER)0.55%0.97%
Fund size (AUM)$22M$49M
Since20242002
Dividend yield2.11%9.73%
Asset classequityfixed income
Region
Strategyindex trackingactive selection
CAGR 1Y+13.8%+5.3%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y17.08%3.53%
Max drawdown-14.39%-6.54%

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

Similar to FFDI and XFLX