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FITZ vs XRLX

Fitz-Gerald Must Have Portfolio(R) ETF vs FundX Conservative ETF

FITZ

Fitz-Gerald Must Have Portfolio(R) ETF

Annual cost

Fund size

XRLX

FundX Conservative ETF

Annual cost

1.20%

Fund size

$51M

Key differences

  • FITZ is classified as equity, while XRLX is mixed asset — different risk/return profiles.

Side-by-side comparison

FITZXRLX
Annual cost (TER)1.20%
Fund size (AUM)$51M
Since2002
Dividend yield2.68%
Asset classequitymixed asset
Regionnorth america
Strategyactive selectionactive selection
CAGR 1YN/A+18.8%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y8.08%
Max drawdown-15.34%

Similar to FITZ and XRLX