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XFLX vs NBFC

FundX Flexible ETF vs Neuberger Flexible Credit Income ETF

XFLX

FundX Flexible ETF

Annual cost

0.97%

Fund size

$50M

NBFC

Neuberger Flexible Credit Income ETF

Annual cost

0.40%

Fund size

$75M

Key differences

Both XFLX and NBFC are fixed income ETFs. XFLX charges 0.97% a year and NBFC 0.40%. The main difference: XFLX follows a active selection strategy; NBFC uses option income.

  • XFLX follows a active selection strategy; NBFC uses option income.
  • NBFC costs 0.57% less per year.
  • XFLX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

XFLXNBFC
Annual cost (TER)0.97%0.40%
Fund size (AUM)$50M$75M
Since20022024
Dividend yield9.67%7.29%
Asset classfixed incomefixed income
Region
Strategyactive selectionoption income
CAGR 1Y+4.8%+7.9%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y3.62%3.24%
Max drawdown-6.54%-3.99%

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

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