Screener
IG vs XFLX
Principal Investment Grade Corporate ETF vs FundX Flexible ETF
Key differences
- IG costs 0.78% less per year.
- IG is significantly larger than XFLX — larger funds tend to be more liquid and less likely to close.
- XFLX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IG | XFLX | |
|---|---|---|
| Annual cost (TER) | 0.19% | 0.97% |
| Fund size (AUM) | $179M | $49M |
| Since | 2018 | 2002 |
| Dividend yield | 5.06% | 9.73% |
| Asset class | fixed income | fixed income |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +7.2% | +5.3% |
| CAGR 3Y | +5.5% | N/A |
| CAGR 5Y | +0.4% | N/A |
| Sharpe 3Y | 0.32 | N/A |
| Volatility 1Y | 4.81% | 3.53% |
| Max drawdown | -23.17% | -6.54% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to IG and XFLX
Explore further