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XNAV vs XFLX

FundX Aggressive ETF vs FundX Flexible ETF

XNAV

FundX Aggressive ETF

Fund X

Annual cost

1.27%

Fund size

$31M

XFLX

FundX Flexible ETF

Fund X

Annual cost

0.97%

Fund size

$49M

Key differences

  • XFLX costs 0.30% less per year.
  • XNAV is classified as alternative, while XFLX is fixed income — different risk/return profiles.

Side-by-side comparison

XNAVXFLX
Annual cost (TER)1.27%0.97%
Fund size (AUM)$31M$49M
Since20022002
Dividend yield0.51%9.73%
Asset classalternativefixed income
Region
Strategyactive selectionactive selection
CAGR 1Y+41.8%+5.1%
CAGR 3Y+24.6%N/A
CAGR 5YN/AN/A
Sharpe 3Y1.06N/A
Volatility 1Y16.40%3.52%
Max drawdown-24.27%-6.54%

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

Similar to XNAV and XFLX