Screener
XRLX vs BSR
FundX Conservative ETF vs Beacon Selective Risk ETF
Key differences
Both XRLX and BSR are fixed income ETFs. XRLX charges 1.20% a year and BSR 1.09%. The main difference: BSR costs 0.11% less per year.
- BSR costs 0.11% less per year.
- XRLX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| XRLX | BSR | |
|---|---|---|
| Annual cost (TER) | 1.20% | 1.09% |
| Fund size (AUM) | $52M | $37M |
| Since | 2002 | 2023 |
| Dividend yield | 2.57% | 1.02% |
| Asset class | fixed income | fixed income |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +16.1% | +11.6% |
| CAGR 3Y | N/A | +7.8% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 0.32 |
| Volatility 1Y | 8.59% | 8.78% |
| Max drawdown | -15.34% | -15.68% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.