Screener
FDAT vs XRLX
Tactical Advantage ETF vs FundX Conservative ETF
Key differences
Both FDAT and XRLX are fixed income ETFs. FDAT charges 0.78% a year and XRLX 1.20%. The main difference: FDAT follows a tactical allocation strategy; XRLX uses active selection.
- FDAT follows a tactical allocation strategy; XRLX uses active selection.
- FDAT costs 0.42% less per year.
- XRLX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FDAT | XRLX | |
|---|---|---|
| Annual cost (TER) | 0.78% | 1.20% |
| Fund size (AUM) | $36M | $52M |
| Since | 2023 | 2002 |
| Dividend yield | 5.63% | 2.57% |
| Asset class | fixed income | fixed income |
| Region | north america | — |
| Strategy | tactical allocation | active selection |
| CAGR 1Y | +10.8% | +16.1% |
| CAGR 3Y | +8.7% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.54 | N/A |
| Volatility 1Y | 10.36% | 8.59% |
| Max drawdown | -8.20% | -15.34% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.