Screener
XRLX vs EAOK
FundX Conservative ETF vs iShares ESG Aware 30/70 Conservative Allocation ETF
Key differences
- EAOK costs 1.02% less per year.
- XRLX is significantly larger than EAOK — larger funds tend to be more liquid and less likely to close.
- XRLX follows a active selection strategy; EAOK uses index tracking.
- XRLX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| XRLX | EAOK | |
|---|---|---|
| Annual cost (TER) | 1.20% | 0.18% |
| Fund size (AUM) | $51M | $9M |
| Since | 2002 | 2020 |
| Dividend yield | 2.68% | 3.16% |
| Asset class | mixed asset | mixed asset |
| Region | — | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +17.7% | +12.5% |
| CAGR 3Y | N/A | +8.6% |
| CAGR 5Y | N/A | +3.3% |
| Sharpe 3Y | N/A | 0.78 |
| Volatility 1Y | 8.09% | 5.50% |
| Max drawdown | -15.34% | -19.91% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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