Compare ETFs
Up to five funds side by side: fees, size, yields, performance, risk, top holdings and sector mix, with a normalized total-return chart.
| Metric |  XCOR FundX ETF |
|---|---|
| Price | 90.39 -0.60% |
| Issuer | FundX |
| AUM | $187.5M |
| Expense Ratio | 1.15% |
| Yield (TTM) | 0.38% |
| Inception | Nov 01, 2001 |
| Holdings | — |
| Avg Volume | 1.44K |
| YTD | +13.21% |
| 1Y total | +16.05% |
| 3Y total (ann.) | +22.05% |
| 5Y total (ann.) | — |
| Volatility 1Y | 16.10% |
| Sharpe 1Y | 1.01 |
| Max drawdown 1Y | -10.10% |
| Beta vs S&P 500 (3Y) | 1.09 |
| Top 10 holdings | VUG 14.31% IWD 12.83% VLUE 11.12% SPMO 10.81% RPG 10.73% QGRW 10.72% MTUM 9.55% IOO 9.18% VONV 7.79% MGK 1.63% |
| Sector mix | Technology 45.96% Communication Services 8.83% Consumer Cyclical 8.82% Financial Services 8.69% Healthcare 8.38% Industrials 8.28% |
Total Return, normalized
Dividend-adjusted daily closes over the last 12 months, normalized to 0% at the range start.
Market data delayed approximately 15–20 minutes unless otherwise indicated. Comparison presents measurable characteristics only; it is not advice about which fund suits anyone.