Screener
FORH vs XRLX
Formidable ETF vs FundX Conservative ETF
Key differences
- FORH is classified as alternative, while XRLX is mixed asset — different risk/return profiles.
- FORH follows a option income strategy; XRLX uses active selection.
- XRLX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FORH | XRLX | |
|---|---|---|
| Annual cost (TER) | 1.19% | 1.20% |
| Fund size (AUM) | $20M | $51M |
| Since | 2021 | 2002 |
| Dividend yield | 1.73% | 2.68% |
| Asset class | alternative | mixed asset |
| Region | — | — |
| Strategy | option income | active selection |
| CAGR 1Y | +13.1% | +17.7% |
| CAGR 3Y | +3.7% | N/A |
| CAGR 5Y | +1.7% | N/A |
| Sharpe 3Y | 0.08 | N/A |
| Volatility 1Y | 15.66% | 8.09% |
| Max drawdown | -20.73% | -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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