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FITZ vs XCOR

Fitz-Gerald Must Have Portfolio(R) ETF vs Fundx ETF

FITZ

Fitz-Gerald Must Have Portfolio(R) ETF

Annual cost

Fund size

XCOR

Fundx ETF

Annual cost

1.15%

Fund size

$180M

Side-by-side comparison

FITZXCOR
Annual cost (TER)1.15%
Fund size (AUM)$180M
Since2001
Dividend yield0.41%
Asset classequityequity
Regionnorth america
Strategyactive selectionactive selection
CAGR 1YN/A+31.1%
CAGR 3YN/A+23.8%
CAGR 5YN/AN/A
Sharpe 3YN/A1.12
Volatility 1Y12.82%
Max drawdown-22.54%

Similar to FITZ and XCOR