XFLX vs ITDG
Comparison between FUNDX FLEXIBLE ETF (XFLX, ETF) and ISHARES LIFEPATH TARGET DATE 2055 ETF (ITDG, ETF).
XFLX vs ITDG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
XFLX
$49M
ITDG
$49M
Expense Ratio
XFLX
0.97%
Winner
ITDG
0.12%
Max Drawdown
Winner
XFLX
13.65%
ITDG
16.73%
Sharpe Ratio
XFLX
0.20
Winner
ITDG
1.52
5Y Beta
Winner
XFLX
0.23
ITDG
0.88
XFLX vs ITDG - Historical Returns
Returns include dividend reinvestment.
1M
XFLX
+0.01%
Winner
ITDG
+1.02%
3M
XFLX
+0.08%
Winner
ITDG
+7.06%
6M
XFLX
+0.84%
Winner
ITDG
+9.75%
1Y
XFLX
+4.51%
Winner
ITDG
+25.51%
Max(CAGR)
XFLX
+4.25%
Winner
ITDG
+23.72%
XFLX vs ITDG - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | XFLX | ITDG |
|---|---|---|
| 2026 | +0.60% | +8.52% |
| 2025 | +2.37% | +22.02% |
| 2024 | +4.42% | +17.56% |
| 2023 | +3.89% | +12.83% |
XFLX vs ITDG Drawdown Comparison
The maximum drawdown for XFLX was -6.54%, occurring on Apr 8, 2025. Recovery took 236 trading sessions.
The maximum drawdown for ITDG was -16.60%, occurring on Apr 8, 2025. Recovery took 72 trading sessions.
The current XFLX drawdown is -0.87%. The current ITDG drawdown is -3.32%.
| Rank | XFLX | ITDG |
|---|---|---|
| #1 | -6.54% Oct 1, 2024 - Sep 11, 2025 | -16.60% Feb 18, 2025 - Jun 2, 2025 |
| #2 | -3.11% Feb 26, 2026 - Mar 27, 2026 | -9.54% Feb 25, 2026 - Apr 16, 2026 |
| #3 | -2.13% Mar 28, 2024 - May 15, 2024 | -8.03% Jul 16, 2024 - Aug 23, 2024 |
| #4 | -1.40% Jul 16, 2024 - Aug 13, 2024 | -5.16% Mar 28, 2024 - May 14, 2024 |
| #5 | -1.34% Oct 27, 2025 - Dec 24, 2025 | -4.95% Oct 28, 2025 - Dec 10, 2025 |
| #6 | -1.32% Oct 11, 2023 - Nov 3, 2023 | -4.90% Dec 6, 2024 - Feb 6, 2025 |
| #7 | -1.26% Feb 1, 2024 - Mar 7, 2024 | -4.02% Aug 30, 2024 - Sep 19, 2024 |
| #8 | -0.96% May 15, 2024 - Jun 5, 2024 | -3.32% Jun 2, 2026 - Jun 5, 2026 |
| #9 | -0.86% Dec 28, 2023 - Jan 12, 2024 | -3.23% Oct 19, 2023 - Nov 2, 2023 |
| #10 | -0.80% Jan 12, 2024 - Feb 1, 2024 | -3.08% Oct 6, 2025 - Oct 20, 2025 |
| #11 | -0.64% Jan 14, 2026 - Jan 27, 2026 | -2.80% Oct 14, 2024 - Nov 6, 2024 |
| #12 | -0.60% Aug 23, 2024 - Sep 5, 2024 | -2.75% Jul 23, 2025 - Aug 12, 2025 |
| #13 | -0.55% Jun 18, 2024 - Jul 3, 2024 | -2.59% Nov 7, 2024 - Nov 29, 2024 |
| #14 | -0.54% Oct 2, 2025 - Oct 20, 2025 | -2.42% Jan 27, 2026 - Feb 9, 2026 |
| #15 | -0.41% Sep 16, 2025 - Oct 1, 2025 | -2.37% Dec 28, 2023 - Jan 24, 2024 |
Correlation
Correlation between XFLX and ITDG is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2023 - 2025)
XFLX vs ITDG dividend yield comparison.
| Year | XFLX | ITDG |
|---|---|---|
| 2025 | 9.80% | 1.60% |
| 2024 | 4.55% | 1.44% |
| 2023 | 4.05% | 0.84% |
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