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XFLX vs FDHY

FundX Flexible ETF vs Fidelity Enhanced High Yield ETF

XFLX

FundX Flexible ETF

Annual cost

0.97%

Fund size

$50M

FDHY

Fidelity Enhanced High Yield ETF

Annual cost

0.35%

Fund size

$522M

Key differences

Both XFLX and FDHY are fixed income ETFs. XFLX charges 0.97% a year and FDHY 0.35%. The main difference: FDHY costs 0.62% less per year.

  • FDHY costs 0.62% less per year.
  • FDHY 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

XFLXFDHY
Annual cost (TER)0.97%0.35%
Fund size (AUM)$50M$522M
Since20022018
Dividend yield9.67%6.53%
Asset classfixed incomefixed income
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+4.5%+7.9%
CAGR 3YN/A+8.8%
CAGR 5YN/A+3.9%
Sharpe 3YN/A0.99
Volatility 1Y3.57%3.58%
Max drawdown-6.54%-20.01%

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

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