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KNOW vs XFLX

Fundamentals First ETF vs FundX Flexible ETF

KNOW

Fundamentals First ETF

Mason Capital Partners

Annual cost

1.09%

Fund size

$7M

XFLX

FundX Flexible ETF

Fund X

Annual cost

0.97%

Fund size

$49M

Key differences

  • XFLX costs 0.12% less per year.
  • XFLX is significantly larger than KNOW — larger funds tend to be more liquid and less likely to close.
  • KNOW 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

KNOWXFLX
Annual cost (TER)1.09%0.97%
Fund size (AUM)$7M$49M
Since20242002
Dividend yield1.37%9.73%
Asset classmixed assetfixed income
Region
Strategyactive selectionactive selection
CAGR 1Y+20.3%+5.1%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y9.73%3.52%
Max drawdown-15.99%-6.54%

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

Similar to KNOW and XFLX