Screener
FCEF vs XRLX
First Trust Income Opportunity ETF vs FundX Conservative ETF
Key differences
- XRLX costs 2.49% less per year.
- XRLX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FCEF | XRLX | |
|---|---|---|
| Annual cost (TER) | 3.69% | 1.20% |
| Fund size (AUM) | $75M | $51M |
| Since | 2016 | 2002 |
| Dividend yield | 6.24% | 2.68% |
| Asset class | mixed asset | mixed asset |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +18.7% | +17.7% |
| CAGR 3Y | +16.1% | N/A |
| CAGR 5Y | +6.5% | N/A |
| Sharpe 3Y | 1.19 | N/A |
| Volatility 1Y | 7.84% | 8.09% |
| Max drawdown | -44.81% | -15.34% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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