Screener
XRLX vs DDV
FundX Conservative ETF vs Defined Duration 5 ETF
Key differences
Both XRLX and DDV are fixed income ETFs. XRLX charges 1.20% a year and DDV 0.25%. The main difference: DDV costs 0.95% less per year.
- DDV costs 0.95% less per year.
- XRLX is much larger than DDV. 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
| XRLX | DDV | |
|---|---|---|
| Annual cost (TER) | 1.20% | 0.25% |
| Fund size (AUM) | $52M | $15M |
| Since | 2002 | 2025 |
| Dividend yield | 2.57% | — |
| Asset class | fixed income | fixed income |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +16.1% | N/A |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 8.59% | — |
| Max drawdown | -15.34% | -1.92% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.