XFIX vs. VIG
Compare and contrast key facts about F/m Opportunistic Income ETF (XFIX) and Vanguard Dividend Appreciation ETF (VIG).
XFIX and VIG 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. VIG is a passively managed fund by Vanguard that tracks the performance of the NASDAQ US Dividend Achievers Select Index. It was launched on Apr 21, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XFIX or VIG.
Correlation
The correlation between XFIX and VIG is 0.35, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
XFIX vs. VIG - Performance Comparison
Key characteristics
XFIX:
1.59
VIG:
0.50
XFIX:
2.36
VIG:
0.80
XFIX:
1.28
VIG:
1.11
XFIX:
2.68
VIG:
0.51
XFIX:
6.19
VIG:
2.44
XFIX:
1.13%
VIG:
3.13%
XFIX:
4.39%
VIG:
15.37%
XFIX:
-3.66%
VIG:
-46.81%
XFIX:
-1.77%
VIG:
-9.98%
Returns By Period
In the year-to-date period, XFIX achieves a -0.05% return, which is significantly higher than VIG's -5.66% return.
XFIX
-0.05%
-1.40%
-0.30%
6.75%
N/A
N/A
VIG
-5.66%
-5.42%
-7.92%
7.86%
12.05%
10.73%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
XFIX vs. VIG - Expense Ratio Comparison
XFIX has a 0.39% expense ratio, which is higher than VIG's 0.06% expense ratio.
Risk-Adjusted Performance
XFIX vs. VIG — Risk-Adjusted Performance Rank
XFIX
VIG
XFIX vs. VIG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for F/m Opportunistic Income ETF (XFIX) and Vanguard Dividend Appreciation ETF (VIG). 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. VIG - Dividend Comparison
XFIX's dividend yield for the trailing twelve months is around 5.66%, more than VIG's 1.93% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XFIX F/m Opportunistic Income ETF | 5.66% | 5.50% | 1.70% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VIG Vanguard Dividend Appreciation ETF | 1.93% | 1.73% | 1.88% | 1.96% | 1.55% | 1.63% | 1.71% | 2.08% | 1.88% | 2.14% | 2.34% | 1.95% |
Drawdowns
XFIX vs. VIG - Drawdown Comparison
The maximum XFIX drawdown since its inception was -3.66%, smaller than the maximum VIG drawdown of -46.81%. Use the drawdown chart below to compare losses from any high point for XFIX and VIG. For additional features, visit the drawdowns tool.
Volatility
XFIX vs. VIG - Volatility Comparison
The current volatility for F/m Opportunistic Income ETF (XFIX) is 1.58%, while Vanguard Dividend Appreciation ETF (VIG) has a volatility of 11.15%. This indicates that XFIX experiences smaller price fluctuations and is considered to be less risky than VIG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.