Screener
XRLX vs BTR
FundX Conservative ETF vs Beacon Tactical Risk ETF
Key differences
XRLX is a fixed income ETF, while BTR is a mixed asset ETF. XRLX charges 1.20% a year and BTR 1.08%.
- XRLX is a fixed income fund, while BTR is a mixed asset fund. They carry different risk/return profiles.
- BTR costs 0.12% less per year.
- XRLX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| XRLX | BTR | |
|---|---|---|
| Annual cost (TER) | 1.20% | 1.08% |
| Fund size (AUM) | $52M | $35M |
| Since | 2002 | 2023 |
| Dividend yield | 2.57% | 1.19% |
| Asset class | fixed income | mixed asset |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +16.1% | +18.8% |
| CAGR 3Y | N/A | +4.5% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 0.14 |
| Volatility 1Y | 8.59% | 9.95% |
| Max drawdown | -15.34% | -16.67% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.