Screener
XFLX vs YEAR
FundX Flexible ETF vs AB Ultra Short Income ETF
Key differences
Both XFLX and YEAR are fixed income ETFs. XFLX charges 0.97% a year and YEAR 0.25%. The main difference: YEAR costs 0.72% less per year.
- YEAR costs 0.72% less per year.
- YEAR 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
| XFLX | YEAR | |
|---|---|---|
| Annual cost (TER) | 0.97% | 0.25% |
| Fund size (AUM) | $50M | $1.5B |
| Since | 2002 | 2022 |
| Dividend yield | 9.67% | 4.19% |
| Asset class | fixed income | fixed income |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +4.5% | +3.8% |
| CAGR 3Y | N/A | +5.0% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 1.18 |
| Volatility 1Y | 3.57% | 0.77% |
| Max drawdown | -6.54% | -0.79% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.