Screener
XRLX vs DYFI
FundX Conservative ETF vs IDX Dynamic Fixed Income ETF
Key differences
Both XRLX and DYFI are fixed income ETFs. XRLX charges 1.20% a year and DYFI 1.13%. The main difference: DYFI costs 0.07% less per year.
- DYFI costs 0.07% less per year.
- XRLX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| XRLX | DYFI | |
|---|---|---|
| Annual cost (TER) | 1.20% | 1.13% |
| Fund size (AUM) | $52M | $56M |
| Since | 2002 | 2024 |
| Dividend yield | 2.57% | 4.61% |
| Asset class | fixed income | fixed income |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +16.1% | +3.8% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 8.59% | 2.50% |
| Max drawdown | -15.34% | -4.54% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.