AVMA vs. XFLX ETF Comparison

Comparison of Avantis Moderate Allocation ETF (AVMA) to FundX Flexible ETF (XFLX)
AVMA

Avantis Moderate Allocation ETF

AVMA Description

The fund is a "fund of funds," meaning that it seeks to achieve its objective by investing in other Avantis ETFs (collectively, the underlying funds). The underlying funds represent a broadly diversified basket of equity and fixed income securities that seek to select or overweight securities that are expected to have higher returns or better risk characteristics than a passive, market-cap weighted index. The managers will allocate to the underlying funds across geographies and investment styles to achieve the desired allocation.

Grade (RS Rating)

Last Trade

$59.85

Average Daily Volume

3,817

Number of Holdings *

13

* may have additional holdings in another (foreign) market
XFLX

FundX Flexible ETF

XFLX Description The ETF is an ETF-of-ETFs and as such invests primarily in other ETFs. The underlying ETFs, in turn, invest primarily in individual securities such as common stocks and corporate or government bonds. Under normal market conditions, the ETF will invest predominately in Bond underlying ETFs of varying maturity, credit quality (including high-yield securities, or "junk bonds") and regional exposure.

Grade (RS Rating)

Last Trade

$25.09

Average Daily Volume

5,225

Number of Holdings *

5

* may have additional holdings in another (foreign) market
Performance
Period AVMA XFLX
30 Days 0.42% -0.53%
60 Days 0.85% -1.71%
90 Days 3.18% -0.08%
12 Months 18.89% 7.18%
0 Overlapping Holdings
Symbol Grade Weight in AVMA Weight in XFLX Overlap
AVMA Overweight 13 Positions Relative to XFLX
Symbol Grade Weight
AVUS A 30.41%
AVIG D 20.9%
AVSF C 10.58%
AVLV A 10.5%
AVDE D 6.68%
AVEM D 4.05%
AVIV D 3.43%
AVSC B 2.66%
AVUV B 2.65%
AVES D 2.17%
AVRE C 1.89%
AVDV D 0.79%
AVDS D 0.53%
AVMA Underweight 5 Positions Relative to XFLX
Symbol Grade Weight
USIG C -12.36%
XYLD A -10.14%
AOR C -10.07%
PGX D -9.76%
BOND C -2.77%
Compare ETFs