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Beacon
Screener

XRLX vs BFIX

FundX Conservative ETF vs Build Bond Innovation ETF

XRLX

FundX Conservative ETF

Annual cost

1.20%

Fund size

$52M

BFIX

Build Bond Innovation ETF

Annual cost

0.45%

Fund size

$12M

Key differences

Both XRLX and BFIX are fixed income ETFs. XRLX charges 1.20% a year and BFIX 0.45%. The main difference: XRLX follows a active selection strategy; BFIX uses option income.

  • XRLX follows a active selection strategy; BFIX uses option income.
  • BFIX costs 0.75% less per year.
  • XRLX is much larger than BFIX. 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

XRLXBFIX
Annual cost (TER)1.20%0.45%
Fund size (AUM)$52M$12M
Since20022022
Dividend yield2.57%3.52%
Asset classfixed incomefixed income
Regionnorth america
Strategyactive selectionoption income
CAGR 1Y+15.1%+4.3%
CAGR 3YN/A+7.8%
CAGR 5YN/AN/A
Sharpe 3YN/A0.81
Volatility 1Y8.39%2.89%
Max drawdown-15.34%-8.03%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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