Screener
XFLX vs XNAV
FundX Flexible ETF vs FundX Aggressive ETF
Key differences
- XFLX costs 0.30% less per year.
- XFLX is classified as fixed income, while XNAV is alternative — different risk/return profiles.
Side-by-side comparison
| XFLX | XNAV | |
|---|---|---|
| Annual cost (TER) | 0.97% | 1.27% |
| Fund size (AUM) | $49M | $31M |
| Since | 2002 | 2002 |
| Dividend yield | 9.73% | 0.51% |
| Asset class | fixed income | alternative |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +5.1% | +41.8% |
| CAGR 3Y | N/A | +24.6% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 1.06 |
| Volatility 1Y | 3.52% | 16.40% |
| Max drawdown | -6.54% | -24.27% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to XFLX and XNAV
Explore further