XFIX vs. UYLD
Compare and contrast key facts about F/m Opportunistic Income ETF (XFIX) and Angel Oak Ultrashort Income ETF (UYLD).
XFIX and UYLD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XFIX is an actively managed fund by F/m. It was launched on Sep 5, 2023. UYLD is an actively managed fund by Angel Oak. It was launched on Oct 24, 2022.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XFIX or UYLD.
Correlation
The correlation between XFIX and UYLD is 0.44, 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
XFIX vs. UYLD - Performance Comparison
Key characteristics
XFIX:
1.75
UYLD:
8.37
XFIX:
2.56
UYLD:
17.01
XFIX:
1.31
UYLD:
3.71
XFIX:
2.98
UYLD:
48.19
XFIX:
6.64
UYLD:
207.83
XFIX:
1.17%
UYLD:
0.03%
XFIX:
4.47%
UYLD:
0.79%
XFIX:
-3.66%
UYLD:
-0.41%
XFIX:
-0.29%
UYLD:
0.00%
Returns By Period
In the year-to-date period, XFIX achieves a 1.46% return, which is significantly higher than UYLD's 0.95% return.
XFIX
1.46%
1.01%
1.51%
7.33%
N/A
N/A
UYLD
0.95%
0.53%
2.89%
6.45%
N/A
N/A
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XFIX vs. UYLD - Expense Ratio Comparison
XFIX has a 0.39% expense ratio, which is higher than UYLD's 0.29% expense ratio.
Risk-Adjusted Performance
XFIX vs. UYLD — Risk-Adjusted Performance Rank
XFIX
UYLD
XFIX vs. UYLD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for F/m Opportunistic Income ETF (XFIX) and Angel Oak Ultrashort Income ETF (UYLD). 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
XFIX vs. UYLD - Dividend Comparison
XFIX's dividend yield for the trailing twelve months is around 5.05%, less than UYLD's 5.65% yield.
| TTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
XFIX F/m Opportunistic Income ETF | 5.05% | 5.50% | 1.70% | 0.00% |
UYLD Angel Oak Ultrashort Income ETF | 5.65% | 5.52% | 5.92% | 0.75% |
Drawdowns
XFIX vs. UYLD - Drawdown Comparison
The maximum XFIX drawdown since its inception was -3.66%, which is greater than UYLD's maximum drawdown of -0.41%. Use the drawdown chart below to compare losses from any high point for XFIX and UYLD. For additional features, visit the drawdowns tool.
Volatility
XFIX vs. UYLD - Volatility Comparison
F/m Opportunistic Income ETF (XFIX) has a higher volatility of 1.02% compared to Angel Oak Ultrashort Income ETF (UYLD) at 0.17%. This indicates that XFIX's price experiences larger fluctuations and is considered to be riskier than UYLD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.