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XFLX vs XCOR

FundX Flexible ETF vs Fundx ETF

XFLX

FundX Flexible ETF

Fund X

Annual cost

0.97%

Fund size

$49M

XCOR

Fundx ETF

Fund X

Annual cost

1.15%

Fund size

$180M

Key differences

  • XFLX costs 0.18% less per year.
  • XCOR is significantly larger than XFLX — larger funds tend to be more liquid and less likely to close.
  • XFLX is classified as fixed income, while XCOR is equity — different risk/return profiles.

Side-by-side comparison

XFLXXCOR
Annual cost (TER)0.97%1.15%
Fund size (AUM)$49M$180M
Since20022001
Dividend yield9.73%0.41%
Asset classfixed incomeequity
Region
Strategyactive selectionactive selection
CAGR 1Y+5.1%+29.1%
CAGR 3YN/A+22.9%
CAGR 5YN/AN/A
Sharpe 3YN/A1.08
Volatility 1Y3.52%12.85%
Max drawdown-6.54%-22.54%

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

Similar to XFLX and XCOR