Screener
XRLX vs FCEF
FundX Conservative ETF vs First Trust Income Opportunity ETF
Key differences
- XRLX costs 2.49% less per year.
- XRLX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| XRLX | FCEF | |
|---|---|---|
| Annual cost (TER) | 1.20% | 3.69% |
| Fund size (AUM) | $51M | $75M |
| Since | 2002 | 2016 |
| Dividend yield | 2.68% | 6.24% |
| Asset class | mixed asset | mixed asset |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +18.9% | +19.6% |
| CAGR 3Y | N/A | +16.4% |
| CAGR 5Y | N/A | +6.8% |
| Sharpe 3Y | N/A | 1.22 |
| Volatility 1Y | 8.13% | 7.86% |
| Max drawdown | -15.34% | -44.81% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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