Screener
MDIV vs XRLX
Multi-Asset Diversified Income Index Fund vs FundX Conservative ETF
Key differences
- MDIV costs 0.49% less per year.
- MDIV is significantly larger than XRLX — larger funds tend to be more liquid and less likely to close.
- MDIV follows a index tracking strategy; XRLX uses active selection.
- XRLX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| MDIV | XRLX | |
|---|---|---|
| Annual cost (TER) | 0.71% | 1.20% |
| Fund size (AUM) | $417M | $51M |
| Since | 2012 | 2002 |
| Dividend yield | 6.13% | 2.68% |
| Asset class | mixed asset | mixed asset |
| Region | — | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +13.4% | +17.7% |
| CAGR 3Y | +12.3% | N/A |
| CAGR 5Y | +6.4% | N/A |
| Sharpe 3Y | 0.94 | N/A |
| Volatility 1Y | 6.70% | 8.09% |
| Max drawdown | -48.50% | -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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