Skip to content
Beacon
Screener

XFLX vs FCEF

FundX Flexible ETF vs First Trust Income Opportunity ETF

XFLX

FundX Flexible ETF

Fund X

Annual cost

0.97%

Fund size

$49M

FCEF

First Trust Income Opportunity ETF

First Trust

Annual cost

3.69%

Fund size

$75M

Key differences

  • XFLX costs 2.72% less per year.
  • XFLX is classified as fixed income, while FCEF is mixed asset — different risk/return profiles.
  • XFLX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

XFLXFCEF
Annual cost (TER)0.97%3.69%
Fund size (AUM)$49M$75M
Since20022016
Dividend yield9.73%6.24%
Asset classfixed incomemixed asset
Region
Strategyactive selectionactive selection
CAGR 1Y+5.1%+18.7%
CAGR 3YN/A+16.1%
CAGR 5YN/A+6.5%
Sharpe 3YN/A1.19
Volatility 1Y3.52%7.84%
Max drawdown-6.54%-44.81%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to XFLX and FCEF