AUXFX vs. FFTY
Compare and contrast key facts about Auxier Focus Fund (AUXFX) and Innovator IBD 50 ETF (FFTY).
AUXFX is managed by Auxier Funds. It was launched on Jul 9, 1999. FFTY is a passively managed fund by Innovator that tracks the performance of the IBD 50 Index. It was launched on Apr 9, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AUXFX or FFTY.
Correlation
The correlation between AUXFX and FFTY is 0.60, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
AUXFX vs. FFTY - Performance Comparison
Key characteristics
AUXFX:
1.21
FFTY:
0.48
AUXFX:
1.69
FFTY:
0.82
AUXFX:
1.22
FFTY:
1.11
AUXFX:
1.35
FFTY:
0.27
AUXFX:
4.22
FFTY:
2.14
AUXFX:
2.60%
FFTY:
6.60%
AUXFX:
9.12%
FFTY:
29.11%
AUXFX:
-42.50%
FFTY:
-59.46%
AUXFX:
-2.88%
FFTY:
-40.86%
Returns By Period
In the year-to-date period, AUXFX achieves a 4.28% return, which is significantly higher than FFTY's 3.53% return.
AUXFX
4.28%
1.93%
2.55%
9.59%
6.99%
4.89%
FFTY
3.53%
-5.31%
12.86%
11.76%
-2.94%
N/A
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AUXFX vs. FFTY - Expense Ratio Comparison
AUXFX has a 0.92% expense ratio, which is higher than FFTY's 0.80% expense ratio.
Risk-Adjusted Performance
AUXFX vs. FFTY — Risk-Adjusted Performance Rank
AUXFX
FFTY
AUXFX vs. FFTY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Auxier Focus Fund (AUXFX) and Innovator IBD 50 ETF (FFTY). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
AUXFX vs. FFTY - Dividend Comparison
AUXFX's dividend yield for the trailing twelve months is around 1.49%, more than FFTY's 0.87% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AUXFX Auxier Focus Fund | 1.49% | 1.56% | 1.63% | 1.28% | 1.01% | 1.27% | 1.29% | 1.48% | 1.10% | 1.13% | 1.06% | 0.97% |
FFTY Innovator IBD 50 ETF | 0.87% | 0.91% | 0.64% | 2.75% | 0.22% | 0.00% | 0.00% | 0.00% | 0.17% | 0.00% | 0.00% | 0.00% |
Drawdowns
AUXFX vs. FFTY - Drawdown Comparison
The maximum AUXFX drawdown since its inception was -42.50%, smaller than the maximum FFTY drawdown of -59.46%. Use the drawdown chart below to compare losses from any high point for AUXFX and FFTY. For additional features, visit the drawdowns tool.
Volatility
AUXFX vs. FFTY - Volatility Comparison
The current volatility for Auxier Focus Fund (AUXFX) is 2.24%, while Innovator IBD 50 ETF (FFTY) has a volatility of 15.25%. This indicates that AUXFX experiences smaller price fluctuations and is considered to be less risky than FFTY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.