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XFLX vs DFCF

FundX Flexible ETF vs Dimensional Core Fixed Income ETF

XFLX

FundX Flexible ETF

Annual cost

0.97%

Fund size

$50M

DFCF

Dimensional Core Fixed Income ETF

Annual cost

0.17%

Fund size

$10.6B

Key differences

Both XFLX and DFCF are fixed income ETFs. XFLX charges 0.97% a year and DFCF 0.17%. The main difference: DFCF costs 0.80% less per year.

  • DFCF costs 0.80% less per year.
  • DFCF 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

XFLXDFCF
Annual cost (TER)0.97%0.17%
Fund size (AUM)$50M$10.6B
Since20022021
Dividend yield9.67%4.30%
Asset classfixed incomefixed income
Region
Strategyactive selectionactive selection
CAGR 1Y+4.8%+5.5%
CAGR 3YN/A+5.0%
CAGR 5YN/AN/A
Sharpe 3YN/A0.28
Volatility 1Y3.62%3.96%
Max drawdown-6.54%-19.56%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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