Screener
RLY vs XCOR
State Street Multi-Asset Real Return ETF vs Fundx ETF
Key differences
- RLY costs 0.65% less per year.
- RLY is significantly larger than XCOR — larger funds tend to be more liquid and less likely to close.
- RLY is classified as mixed asset, while XCOR is equity — different risk/return profiles.
- Over the last 3 years, XCOR has delivered higher annualized returns.
- XCOR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| RLY | XCOR | |
|---|---|---|
| Annual cost (TER) | 0.50% | 1.15% |
| Fund size (AUM) | $1.2B | $180M |
| Since | 2012 | 2001 |
| Dividend yield | 2.84% | 0.41% |
| Asset class | mixed asset | equity |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +31.7% | +31.1% |
| CAGR 3Y | +14.5% | +23.0% |
| CAGR 5Y | +11.0% | N/A |
| Sharpe 3Y | 0.94 | 1.08 |
| Volatility 1Y | 10.08% | 12.91% |
| Max drawdown | -34.17% | -22.54% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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