XFLX vs FGSM
Comparison between FUNDX FLEXIBLE ETF (XFLX, ETF) and FRONTIER ASSET GLOBAL SMALL CAP EQUITY ETF (FGSM, ETF).
XFLX vs FGSM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
XFLX
$50M
FGSM
$50M
Expense Ratio
XFLX
0.97%
Winner
FGSM
0.82%
Max Drawdown
Winner
XFLX
13.65%
FGSM
17.74%
Sharpe Ratio
XFLX
0.30
Winner
FGSM
1.77
5Y Beta
Winner
XFLX
0.23
FGSM
0.88
XFLX vs FGSM - Historical Returns
Returns include dividend reinvestment.
1M
XFLX
+0.94%
Winner
FGSM
+3.31%
3M
XFLX
+1.86%
Winner
FGSM
+12.60%
6M
XFLX
+1.34%
Winner
FGSM
+15.53%
1Y
XFLX
+4.80%
Winner
FGSM
+33.87%
Max(CAGR)
XFLX
+4.41%
Winner
FGSM
+25.53%
XFLX vs FGSM - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | XFLX | FGSM |
|---|---|---|
| 2026 | +1.16% | +14.44% |
| 2025 | +2.37% | +21.45% |
| 2024 | +4.42% | +0.24% |
| 2023 | +3.89% | N/A |
XFLX vs FGSM Drawdown Comparison
The maximum drawdown for XFLX was -6.54%, occurring on Apr 8, 2025. Recovery took 236 trading sessions.
The maximum drawdown for FGSM was -17.72%, occurring on Apr 8, 2025. Recovery took 73 trading sessions.
The current XFLX drawdown is -0.31%. The current FGSM drawdown is -0.26%.
| Rank | XFLX | FGSM |
|---|---|---|
| #1 | -6.54% Oct 1, 2024 - Sep 11, 2025 | -17.72% Feb 18, 2025 - Jun 3, 2025 |
| #2 | -3.11% Feb 26, 2026 - Mar 27, 2026 | -9.84% Feb 26, 2026 - Apr 17, 2026 |
| #3 | -2.13% Mar 28, 2024 - May 15, 2024 | -5.86% Oct 27, 2025 - Nov 28, 2025 |
| #4 | -1.40% Jul 16, 2024 - Aug 13, 2024 | -4.05% Oct 6, 2025 - Oct 24, 2025 |
| #5 | -1.34% Oct 27, 2025 - Dec 24, 2025 | -3.99% Jul 23, 2025 - Aug 12, 2025 |
| #6 | -1.32% Oct 11, 2023 - Nov 3, 2023 | -3.17% May 6, 2026 - May 26, 2026 |
| #7 | -1.26% Feb 1, 2024 - Mar 7, 2024 | -2.87% Dec 26, 2024 - Jan 16, 2025 |
| #8 | -0.96% May 15, 2024 - Jun 5, 2024 | -2.82% Jun 4, 2026 - Jun 12, 2026 |
| #9 | -0.86% Dec 28, 2023 - Jan 12, 2024 | -2.17% Apr 17, 2026 - May 5, 2026 |
| #10 | -0.80% Jan 12, 2024 - Feb 1, 2024 | -2.12% Jan 30, 2025 - Feb 14, 2025 |
| #11 | -0.64% Jan 14, 2026 - Jan 27, 2026 | -2.03% Sep 18, 2025 - Oct 3, 2025 |
| #12 | -0.60% Aug 23, 2024 - Sep 5, 2024 | -2.00% Dec 11, 2025 - Dec 24, 2025 |
| #13 | -0.55% Jun 18, 2024 - Jul 3, 2024 | -1.99% Jul 10, 2025 - Jul 22, 2025 |
| #14 | -0.54% Oct 2, 2025 - Oct 20, 2025 | -1.72% Jan 29, 2026 - Feb 6, 2026 |
| #15 | -0.41% Sep 16, 2025 - Oct 1, 2025 | -1.60% Jun 10, 2025 - Jun 24, 2025 |
Correlation
Correlation between XFLX and FGSM is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2023 - 2026)
XFLX vs FGSM dividend yield comparison.
| Year | XFLX | FGSM |
|---|---|---|
| 2026 | 0.00% | 0.00% |
| 2025 | 9.80% | 1.56% |
| 2024 | 4.55% | 0.00% |
| 2023 | 4.05% | 0.00% |
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