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XRLX vs EAOA

FundX Conservative ETF vs iShares ESG Aware 80/20 Aggressive Allocation ETF

XRLX

FundX Conservative ETF

Fund X

Annual cost

1.20%

Fund size

$51M

EAOA

iShares ESG Aware 80/20 Aggressive Allocation ETF

iShares

Annual cost

0.18%

Fund size

$36M

Key differences

  • EAOA costs 1.02% less per year.
  • XRLX follows a active selection strategy; EAOA uses index tracking.
  • XRLX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

XRLXEAOA
Annual cost (TER)1.20%0.18%
Fund size (AUM)$51M$36M
Since20022020
Dividend yield2.68%2.03%
Asset classmixed assetmixed asset
Regionnorth america
Strategyactive selectionindex tracking
CAGR 1Y+17.7%+24.4%
CAGR 3YN/A+17.2%
CAGR 5YN/A+8.7%
Sharpe 3YN/A1.10
Volatility 1Y8.09%10.80%
Max drawdown-15.34%-25.06%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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