Screener
FWD vs XRLX
AB Disruptors ETF vs FundX Conservative ETF
Key differences
FWD is an equity ETF, while XRLX is a fixed income ETF. FWD charges 0.65% a year and XRLX 1.20%.
- FWD is an equity fund, while XRLX is a fixed income fund. They carry different risk/return profiles.
- FWD costs 0.55% less per year.
- FWD 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
| FWD | XRLX | |
|---|---|---|
| Annual cost (TER) | 0.65% | 1.20% |
| Fund size (AUM) | $2.9B | $52M |
| Since | 2023 | 2002 |
| Dividend yield | 0.08% | 2.57% |
| Asset class | equity | fixed income |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +61.4% | +15.1% |
| CAGR 3Y | +37.0% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.23 | N/A |
| Volatility 1Y | 25.15% | 8.39% |
| Max drawdown | -29.02% | -15.34% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.