Screener
BFIX vs XRLX
Build Bond Innovation ETF vs FundX Conservative ETF
Key differences
Both BFIX and XRLX are fixed income ETFs. BFIX charges 0.45% a year and XRLX 1.20%. The main difference: BFIX follows a option income strategy; XRLX uses active selection.
- BFIX follows a option income strategy; XRLX uses active selection.
- BFIX costs 0.75% less per year.
- XRLX is much larger than BFIX. 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
| BFIX | XRLX | |
|---|---|---|
| Annual cost (TER) | 0.45% | 1.20% |
| Fund size (AUM) | $12M | $52M |
| Since | 2022 | 2002 |
| Dividend yield | 3.52% | 2.57% |
| Asset class | fixed income | fixed income |
| Region | north america | — |
| Strategy | option income | active selection |
| CAGR 1Y | +4.3% | +15.1% |
| CAGR 3Y | +7.8% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.81 | N/A |
| Volatility 1Y | 2.89% | 8.39% |
| Max drawdown | -8.03% | -15.34% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.