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XFLX vs NBSD

FundX Flexible ETF vs Neuberger Short Duration Income ETF

XFLX

FundX Flexible ETF

Annual cost

0.97%

Fund size

$50M

NBSD

Neuberger Short Duration Income ETF

Annual cost

0.35%

Fund size

$1.1B

Key differences

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

  • NBSD costs 0.62% less per year.
  • NBSD 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

XFLXNBSD
Annual cost (TER)0.97%0.35%
Fund size (AUM)$50M$1.1B
Since20022010
Dividend yield9.67%4.81%
Asset classfixed incomefixed income
Regionglobal ex us
Strategyactive selectionactive selection
CAGR 1Y+4.8%+4.5%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y3.62%1.43%
Max drawdown-6.54%-2.63%

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

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