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XFLX vs FPFD

FundX Flexible ETF vs Fidelity Preferred Securities & Income ETF

XFLX

FundX Flexible ETF

Annual cost

0.97%

Fund size

$50M

FPFD

Fidelity Preferred Securities & Income ETF

Annual cost

0.59%

Fund size

$83M

Key differences

Both XFLX and FPFD are fixed income ETFs. XFLX charges 0.97% a year and FPFD 0.59%. The main difference: FPFD costs 0.38% less per year.

  • FPFD costs 0.38% less per year.
  • XFLX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

XFLXFPFD
Annual cost (TER)0.97%0.59%
Fund size (AUM)$50M$83M
Since20022021
Dividend yield9.67%5.14%
Asset classfixed incomefixed income
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+4.8%+5.8%
CAGR 3YN/A+7.5%
CAGR 5YN/AN/A
Sharpe 3YN/A0.95
Volatility 1Y3.62%2.98%
Max drawdown-6.54%-20.83%

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

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