Screener
APMU vs XRLX
ActivePassive Intermediate Municipal Bond ETF vs FundX Conservative ETF
Key differences
Both APMU and XRLX are fixed income ETFs. APMU charges 0.35% a year and XRLX 1.20%. The main difference: APMU costs 0.85% less per year.
- APMU costs 0.85% less per year.
- APMU is much larger than XRLX. Larger funds are usually more liquid and less likely to close.
- XRLX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| APMU | XRLX | |
|---|---|---|
| Annual cost (TER) | 0.35% | 1.20% |
| Fund size (AUM) | $232M | $52M |
| Since | 2023 | 2002 |
| Dividend yield | 2.65% | 2.57% |
| Asset class | fixed income | fixed income |
| Region | north america | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +4.1% | +15.9% |
| CAGR 3Y | +3.0% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | -0.22 | N/A |
| Volatility 1Y | 2.37% | 8.38% |
| Max drawdown | -4.39% | -15.34% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.