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XFLX vs SAMM

FundX Flexible ETF vs Strategas Macro Momentum ETF

XFLX

FundX Flexible ETF

Fund X

Annual cost

0.97%

Fund size

$49M

SAMM

Strategas Macro Momentum ETF

Strategas Asset Management, LLC

Annual cost

0.65%

Fund size

$28M

Key differences

  • SAMM costs 0.32% less per year.
  • XFLX is classified as fixed income, while SAMM is equity — different risk/return profiles.
  • XFLX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

XFLXSAMM
Annual cost (TER)0.97%0.65%
Fund size (AUM)$49M$28M
Since20022024
Dividend yield9.73%0.98%
Asset classfixed incomeequity
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+5.3%+28.2%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y3.53%17.03%
Max drawdown-6.54%-24.09%

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

Similar to XFLX and SAMM