Screener
FRWD vs XRLX
Nomura Transformational Technologies ETF vs FundX Conservative ETF
Key differences
FRWD is an equity ETF, while XRLX is a mixed asset ETF. FRWD charges 0.65% a year and XRLX 1.20%.
- FRWD is an equity fund, while XRLX is a mixed asset fund. They carry different risk/return profiles.
- FRWD costs 0.55% less per year.
- FRWD is much larger than XRLX. 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
| FRWD | XRLX | |
|---|---|---|
| Annual cost (TER) | 0.65% | 1.20% |
| Fund size (AUM) | $223M | $52M |
| Since | 2026 | 2002 |
| Dividend yield | — | 2.57% |
| Asset class | equity | mixed asset |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | N/A | +15.1% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | — | 8.39% |
| Max drawdown | -18.49% | -15.34% |
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