Screener
XCOR vs XRLX
Fundx ETF vs FundX Conservative ETF
Key differences
- XCOR costs 0.05% less per year.
- XCOR is significantly larger than XRLX — larger funds tend to be more liquid and less likely to close.
- XCOR is classified as equity, while XRLX is mixed asset — different risk/return profiles.
Side-by-side comparison
| XCOR | XRLX | |
|---|---|---|
| Annual cost (TER) | 1.15% | 1.20% |
| Fund size (AUM) | $180M | $51M |
| Since | 2001 | 2002 |
| Dividend yield | 0.41% | 2.68% |
| Asset class | equity | mixed asset |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +29.1% | +17.7% |
| CAGR 3Y | +22.9% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.08 | N/A |
| Volatility 1Y | 12.85% | 8.09% |
| Max drawdown | -22.54% | -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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