Screener
XFLX vs FBND
FundX Flexible ETF vs Fidelity Total Bond ETF
Key differences
Both XFLX and FBND are fixed income ETFs. XFLX charges 0.97% a year and FBND 0.36%. The main difference: XFLX follows a active selection strategy; FBND uses index tracking.
- XFLX follows a active selection strategy; FBND uses index tracking.
- FBND costs 0.61% less per year.
- FBND 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 | FBND | |
|---|---|---|
| Annual cost (TER) | 0.97% | 0.36% |
| Fund size (AUM) | $50M | $26.1B |
| Since | 2002 | 2014 |
| Dividend yield | 9.67% | 4.70% |
| Asset class | fixed income | fixed income |
| Region | — | global |
| Strategy | active selection | index tracking |
| CAGR 1Y | +4.5% | +4.8% |
| CAGR 3Y | N/A | +4.4% |
| CAGR 5Y | N/A | +0.8% |
| Sharpe 3Y | N/A | 0.17 |
| Volatility 1Y | 3.57% | 3.83% |
| Max drawdown | -6.54% | -17.25% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.