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QVOY vs XFLX

Q3 All-Season Active Rotation ETF vs FundX Flexible ETF

QVOY

Q3 All-Season Active Rotation ETF

Q3 Asset Management Corporation

Annual cost

1.32%

Fund size

$60M

XFLX

FundX Flexible ETF

Fund X

Annual cost

0.97%

Fund size

$49M

Key differences

  • XFLX costs 0.35% less per year.
  • QVOY 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

QVOYXFLX
Annual cost (TER)1.32%0.97%
Fund size (AUM)$60M$49M
Since20222002
Dividend yield0.52%9.73%
Asset classmixed assetfixed income
Region
Strategyactive selectionactive selection
CAGR 1Y+25.0%+5.3%
CAGR 3Y+12.4%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.60N/A
Volatility 1Y17.56%3.53%
Max drawdown-17.05%-6.54%

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

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