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XFLX vs RULE

FundX Flexible ETF vs Adaptive Core ETF

XFLX

FundX Flexible ETF

Fund X

Annual cost

0.97%

Fund size

$49M

RULE

Adaptive Core ETF

Mohrfunds

Annual cost

1.84%

Fund size

$14M

Key differences

  • XFLX costs 0.87% less per year.
  • XFLX is significantly larger than RULE — larger funds tend to be more liquid and less likely to close.
  • XFLX is classified as fixed income, while RULE 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

XFLXRULE
Annual cost (TER)0.97%1.84%
Fund size (AUM)$49M$14M
Since20022021
Dividend yield9.73%0.00%
Asset classfixed incomemixed asset
Region
Strategyactive selectionactive selection
CAGR 1Y+5.1%+41.5%
CAGR 3YN/A+16.7%
CAGR 5YN/AN/A
Sharpe 3YN/A0.81
Volatility 1Y3.52%19.69%
Max drawdown-6.54%-30.48%

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

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