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XRLX vs CPLS

FundX Conservative ETF vs AB Core Plus Bond ETF

XRLX

FundX Conservative ETF

Annual cost

1.20%

Fund size

$52M

CPLS

AB Core Plus Bond ETF

Annual cost

0.30%

Fund size

$215M

Key differences

Both XRLX and CPLS are fixed income ETFs. XRLX charges 1.20% a year and CPLS 0.30%. The main difference: CPLS costs 0.90% less per year.

  • CPLS costs 0.90% less per year.
  • CPLS is much larger than XRLX. 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

XRLXCPLS
Annual cost (TER)1.20%0.30%
Fund size (AUM)$52M$215M
Since20022023
Dividend yield2.57%4.62%
Asset classfixed incomefixed income
Regionglobal
Strategyactive selectionactive selection
CAGR 1Y+15.9%+4.4%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y8.38%3.85%
Max drawdown-15.34%-4.44%

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

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