Screener
XCOR vs FFDI
Fundx ETF vs Fidelity Fundamental Developed
Key differences
- FFDI costs 0.60% less per year.
- XCOR is significantly larger than FFDI — larger funds tend to be more liquid and less likely to close.
- XCOR follows a active selection strategy; FFDI uses index tracking.
- XCOR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| XCOR | FFDI | |
|---|---|---|
| Annual cost (TER) | 1.15% | 0.55% |
| Fund size (AUM) | $180M | $22M |
| Since | 2001 | 2024 |
| Dividend yield | 0.41% | 2.11% |
| Asset class | equity | equity |
| Region | — | — |
| Strategy | active selection | index tracking |
| CAGR 1Y | +31.1% | +13.8% |
| CAGR 3Y | +23.0% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.08 | N/A |
| Volatility 1Y | 12.91% | 17.08% |
| Max drawdown | -22.54% | -14.39% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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