Screener
XFLX vs BRTR
FundX Flexible ETF vs iShares Total Return Active ETF
Key differences
Both XFLX and BRTR are fixed income ETFs. XFLX charges 0.97% a year and BRTR 0.38%. The main difference: BRTR costs 0.59% less per year.
- BRTR costs 0.59% less per year.
- BRTR is much larger than XFLX. Larger funds are usually 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
| XFLX | BRTR | |
|---|---|---|
| Annual cost (TER) | 0.97% | 0.38% |
| Fund size (AUM) | $50M | $663M |
| Since | 2002 | 2023 |
| Dividend yield | 9.67% | 4.65% |
| Asset class | fixed income | fixed income |
| Region | — | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +4.7% | +5.7% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 3.57% | 3.63% |
| Max drawdown | -6.54% | -5.07% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.