OZEM vs XFLX
Comparison between ROUNDHILL GLP-1 & WEIGHT LOSS ETF (OZEM, ETF) and FUNDX FLEXIBLE ETF (XFLX, ETF).
OZEM vs XFLX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
OZEM
$50M
Winner
XFLX
$50M
Expense Ratio
Winner
OZEM
0.59%
XFLX
0.97%
Max Drawdown
OZEM
28.80%
Winner
XFLX
13.65%
Sharpe Ratio
Winner
OZEM
0.71
XFLX
0.30
5Y Beta
OZEM
0.75
Winner
XFLX
0.23
P/E Ratio
OZEM
89.15
XFLX
N/A
Forward P/E
OZEM
16.10
XFLX
N/A
PEG Ratio
OZEM
1.13
XFLX
N/A
5Y EPS CAGR
OZEM
23.40%
XFLX
N/A
Debt to Equity
OZEM
109.75%
XFLX
N/A
OZEM vs XFLX - Historical Returns
Returns include dividend reinvestment.
1M
OZEM
+0.69%
Winner
XFLX
+0.94%
3M
OZEM
-1.34%
Winner
XFLX
+1.86%
6M
OZEM
-9.20%
Winner
XFLX
+1.34%
1Y
Winner
OZEM
+18.22%
XFLX
+4.80%
Max(CAGR)
Winner
OZEM
+9.82%
XFLX
+4.41%
OZEM vs XFLX - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | OZEM | XFLX |
|---|---|---|
| 2026 | -11.51% | +1.16% |
| 2025 | +41.48% | +2.37% |
| 2024 | -3.77% | +4.42% |
| 2023 | N/A | +3.89% |
OZEM vs XFLX Drawdown Comparison
The maximum drawdown for OZEM was -28.64%, occurring on Apr 8, 2025. Recovery took 249 trading sessions.
The maximum drawdown for XFLX was -6.54%, occurring on Apr 8, 2025. Recovery took 236 trading sessions.
The current OZEM drawdown is -17.89%. The current XFLX drawdown is -0.31%.
| Rank | OZEM | XFLX |
|---|---|---|
| #1 | -28.64% Oct 7, 2024 - Oct 6, 2025 | -6.54% Oct 1, 2024 - Sep 11, 2025 |
| #2 | -19.50% Jan 26, 2026 - Jun 8, 2026 | -3.11% Feb 26, 2026 - Mar 27, 2026 |
| #3 | -11.06% Jul 15, 2024 - Aug 19, 2024 | -2.13% Mar 28, 2024 - May 15, 2024 |
| #4 | -6.34% Aug 30, 2024 - Oct 7, 2024 | -1.40% Jul 16, 2024 - Aug 13, 2024 |
| #5 | -6.31% Oct 6, 2025 - Nov 4, 2025 | -1.34% Oct 27, 2025 - Dec 24, 2025 |
| #6 | -4.50% Nov 26, 2025 - Dec 8, 2025 | -1.32% Oct 11, 2023 - Nov 3, 2023 |
| #7 | -3.34% Dec 15, 2025 - Dec 23, 2025 | -1.26% Feb 1, 2024 - Mar 7, 2024 |
| #8 | -2.69% Dec 26, 2025 - Jan 7, 2026 | -0.96% May 15, 2024 - Jun 5, 2024 |
| #9 | -2.33% May 21, 2024 - Jun 3, 2024 | -0.86% Dec 28, 2023 - Jan 12, 2024 |
| #10 | -2.25% Dec 8, 2025 - Dec 10, 2025 | -0.80% Jan 12, 2024 - Feb 1, 2024 |
| #11 | -2.14% Jul 1, 2024 - Jul 5, 2024 | -0.64% Jan 14, 2026 - Jan 27, 2026 |
| #12 | -1.80% Jan 14, 2026 - Jan 16, 2026 | -0.60% Aug 23, 2024 - Sep 5, 2024 |
| #13 | -1.74% Jun 25, 2024 - Jul 1, 2024 | -0.55% Jun 18, 2024 - Jul 3, 2024 |
| #14 | -1.47% Nov 19, 2025 - Nov 25, 2025 | -0.54% Oct 2, 2025 - Oct 20, 2025 |
| #15 | -1.33% Jan 16, 2026 - Jan 22, 2026 | -0.41% Sep 16, 2025 - Oct 1, 2025 |
Correlation
Correlation between OZEM and XFLX is 0.75 which considered as a strong positive correlation - the stocks tend to move together.
0.75
-101
Dividend Comparison (2023 - 2025)
OZEM vs XFLX dividend yield comparison.
| Year | OZEM | XFLX |
|---|---|---|
| 2025 | 1.20% | 9.80% |
| 2024 | 0.22% | 4.55% |
| 2023 | 0.00% | 4.05% |
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