Screener
XRLX vs FORH
FundX Conservative ETF vs Formidable ETF
Key differences
- XRLX is classified as mixed asset, while FORH is alternative — different risk/return profiles.
- XRLX follows a active selection strategy; FORH uses option income.
- XRLX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| XRLX | FORH | |
|---|---|---|
| Annual cost (TER) | 1.20% | 1.19% |
| Fund size (AUM) | $51M | $20M |
| Since | 2002 | 2021 |
| Dividend yield | 2.68% | 1.73% |
| Asset class | mixed asset | alternative |
| Region | — | — |
| Strategy | active selection | option income |
| CAGR 1Y | +17.7% | +13.1% |
| CAGR 3Y | N/A | +3.7% |
| CAGR 5Y | N/A | +1.7% |
| Sharpe 3Y | N/A | 0.08 |
| Volatility 1Y | 8.09% | 15.66% |
| Max drawdown | -15.34% | -20.73% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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