XNAV vs LKOR
Comparison between FUNDX AGGRESSIVE ETF (XNAV, ETF) and FLEXSHARES CREDIT-SCORED US LONG CORPORATE BOND INDEX FUND (LKOR, ETF).
XNAV vs LKOR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XNAV
$34M
LKOR
$34M
Expense Ratio
XNAV
1.27%
Winner
LKOR
0.15%
Max Drawdown
Winner
XNAV
24.27%
LKOR
42.66%
Sharpe Ratio
Winner
XNAV
1.73
LKOR
0.40
5Y Beta
XNAV
1.15
Winner
LKOR
0.23
5Y Dividends CAGR
XNAV
N/A
LKOR
-9.41%
XNAV vs LKOR - Historical Returns
Returns include dividend reinvestment.
1M
XNAV
+1.19%
Winner
LKOR
+1.51%
3M
Winner
XNAV
+17.15%
LKOR
+2.86%
6M
Winner
XNAV
+21.08%
LKOR
+1.53%
1Y
Winner
XNAV
+38.49%
LKOR
+5.75%
5Y(CAGR)
XNAV
N/A
LKOR
-1.88%
10Y(CAGR)
XNAV
N/A
LKOR
+2.38%
Max(CAGR)
Winner
XNAV
+22.98%
LKOR
+3.25%
XNAV vs LKOR - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | XNAV | LKOR |
|---|---|---|
| 2026 | +18.55% | +1.32% |
| 2025 | +13.49% | +6.98% |
| 2024 | +27.48% | -0.07% |
| 2023 | +17.28% | +10.41% |
| 2022 | +7.01% | -24.38% |
| 2021 | N/A | -0.69% |
| 2020 | N/A | +15.62% |
| 2019 | N/A | +23.94% |
| 2018 | N/A | -6.58% |
| 2017 | N/A | +13.38% |
| 2016 | N/A | +6.42% |
| 2015 | N/A | -0.34% |
XNAV vs LKOR Drawdown Comparison
The maximum drawdown for XNAV was -24.27%, occurring on Apr 8, 2025. Recovery took 141 trading sessions.
The maximum drawdown for LKOR was -34.80%, occurring on Oct 24, 2022. This drawdown has not yet recovered.
The current XNAV drawdown is -3.45%. The current LKOR drawdown is -13.29%.
| Rank | XNAV | LKOR |
|---|---|---|
| #1 | -24.27% Feb 18, 2025 - Sep 10, 2025 | -34.80% Sep 22, 2021 - Oct 24, 2022 |
| #2 | -15.72% Jul 10, 2024 - Nov 6, 2024 | -28.32% Mar 6, 2020 - Jun 30, 2020 |
| #3 | -12.25% Jul 18, 2023 - Dec 11, 2023 | -11.04% Dec 15, 2017 - May 24, 2019 |
| #4 | -11.47% Feb 25, 2026 - Apr 16, 2026 | -10.66% Aug 31, 2016 - Jul 21, 2017 |
| #5 | -10.47% Nov 30, 2022 - Jun 6, 2023 | -10.32% Dec 31, 2020 - Jul 19, 2021 |
| #6 | -7.46% Mar 22, 2024 - May 15, 2024 | -5.84% Aug 6, 2020 - Nov 30, 2020 |
| #7 | -7.34% Jun 2, 2026 - Jun 10, 2026 | -4.85% Aug 28, 2019 - Dec 13, 2019 |
| #8 | -6.64% Oct 29, 2025 - Dec 10, 2025 | -4.64% Oct 27, 2015 - Mar 14, 2016 |
| #9 | -5.44% Jan 28, 2026 - Feb 25, 2026 | -2.77% Aug 4, 2021 - Sep 14, 2021 |
| #10 | -5.25% Dec 16, 2024 - Jan 22, 2025 | -2.33% Sep 6, 2017 - Nov 22, 2017 |
| #11 | -3.73% Jan 23, 2025 - Feb 18, 2025 | -2.33% Jul 11, 2016 - Aug 23, 2016 |
| #12 | -3.31% Dec 11, 2025 - Dec 23, 2025 | -1.92% Aug 3, 2017 - Sep 6, 2017 |
| #13 | -3.25% Oct 8, 2025 - Oct 20, 2025 | -1.86% Nov 30, 2020 - Dec 31, 2020 |
| #14 | -3.11% Dec 28, 2023 - Jan 11, 2024 | -1.82% Apr 15, 2016 - Jun 3, 2016 |
| #15 | -3.09% May 11, 2026 - May 26, 2026 | -1.34% Feb 24, 2020 - Feb 28, 2020 |
Correlation
Correlation between XNAV and LKOR is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (2015 - 2026)
XNAV vs LKOR dividend yield comparison.
| Year | XNAV | LKOR |
|---|---|---|
| 2026 | 0.00% | 2.48% |
| 2025 | 0.58% | 5.57% |
| 2024 | 0.09% | 5.52% |
| 2023 | 1.21% | 4.90% |
| 2022 | 1.47% | 4.71% |
| 2021 | 0.00% | 4.73% |
| 2020 | 0.00% | 6.56% |
| 2019 | 0.00% | 3.71% |
| 2018 | 0.00% | 4.21% |
| 2017 | 0.00% | 3.77% |
| 2016 | 0.00% | 5.53% |
| 2015 | 0.00% | 1.22% |
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