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XCOR vs FPX
Fundx ETF vs First Trust US Equity Opportunities ETF
Key differences
- FPX costs 0.58% less per year.
- FPX is significantly larger than XCOR — larger funds tend to be more liquid and less likely to close.
- XCOR follows a active selection strategy; FPX uses index tracking.
- Over the last 3 years, FPX has delivered higher annualized returns.
- XCOR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| XCOR | FPX | |
|---|---|---|
| Annual cost (TER) | 1.15% | 0.57% |
| Fund size (AUM) | $180M | $1.3B |
| Since | 2001 | 2006 |
| Dividend yield | 0.41% | 0.52% |
| Asset class | equity | equity |
| Region | — | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +29.1% | +43.6% |
| CAGR 3Y | +22.9% | +32.8% |
| CAGR 5Y | N/A | +11.1% |
| Sharpe 3Y | 1.08 | 1.08 |
| Volatility 1Y | 12.85% | 23.17% |
| Max drawdown | -22.54% | -43.14% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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