XFLX vs. XAGG
XFLX (FundX Flexible ETF) and XAGG (Eaton Vance Income Opportunities ETF) are both Multisector Bonds funds. Both are actively managed. A 0.71 correlation means they provide meaningful diversification when combined. XFLX charges 1.17%/yr vs 0.50%/yr for XAGG.
Performance
XFLX vs. XAGG - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, XFLX achieves a 1.10% return, which is significantly lower than XAGG's 2.24% return.
XFLX
- 1D
- -0.26%
- 1M
- -0.19%
- 6M
- 0.69%
- YTD
- 1.10%
- 1Y
- 3.80%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
XAGG
- 1D
- -0.29%
- 1M
- 0.16%
- 6M
- 1.41%
- YTD
- 2.24%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
XFLX vs. XAGG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
XFLX FundX Flexible ETF | 1.10% | 0.59% |
XAGG Eaton Vance Income Opportunities ETF | 2.24% | 1.75% |
Correlation
The correlation between XFLX and XAGG is 0.71, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Nov 10, 2025 | 0.71 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
XFLX vs. XAGG — Risk / Return Rank
XFLX
XAGG
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
XFLX vs. XAGG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for FundX Flexible ETF (XFLX) and Eaton Vance Income Opportunities ETF (XAGG). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| XFLX | XAGG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.20 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 1.23 | — | — |
| Martin ratioReturn relative to average drawdown | 4.97 | — | — |
Loading charts...
Drawdowns
XFLX vs. XAGG - Drawdown Comparison
The maximum XFLX drawdown since its inception was -6.54%, which is greater than XAGG's maximum drawdown of -2.88%. Use the drawdown chart below to compare losses from any high point for XFLX and XAGG.
Loading charts...
Drawdown Indicators
| XFLX | XAGG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -6.54% | -2.88% | -3.66% |
Max Drawdown (1Y)Largest decline over 1 year | -3.11% | — | — |
Current DrawdownCurrent decline from peak | -0.51% | -0.44% | -0.07% |
Average DrawdownAverage peak-to-trough decline | -0.92% | -0.53% | -0.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.77% | — | — |
Volatility
XFLX vs. XAGG - Volatility Comparison
Loading charts...
Volatility by Period
| XFLX | XAGG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.86% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 3.06% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 3.64% | 3.46% | +0.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.65% | 3.46% | +1.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.65% | 3.46% | +1.19% |
XFLX vs. XAGG - Expense Ratio Comparison
XFLX has a 1.17% expense ratio, which is higher than XAGG's 0.50% expense ratio.
Dividends
XFLX vs. XAGG - Dividend Comparison
XFLX's dividend yield for the trailing twelve months is around 9.69%, more than XAGG's 4.46% yield.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
XAGG Eaton Vance Income Opportunities ETF | 4.46% | 1.02% | 0.00% | 0.00% |
XFLX FundX Flexible ETF | 9.69% | 9.80% | 4.55% | 4.05% |
Frequently Asked Questions
XFLX and XAGG have a correlation of 0.71, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XAGG is cheaper at 0.50% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XAGG is cheaper with a 0.50% expense ratio, compared with 1.17% for XFLX.
XFLX has the higher dividend yield at 9.69%, compared with 4.46% for XAGG.
They also come from different issuers: FundX and Eaton Vance. Their fees differ too: 1.17% for XFLX and 0.50% for XAGG.
Find the right allocation for XFLX and XAGG
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer