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XRLX vs FTBI
FundX Conservative ETF vs First Trust Balanced Income ETF
Key differences
- FTBI costs 0.23% less per year.
- XRLX follows a active selection strategy; FTBI uses index tracking.
- XRLX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| XRLX | FTBI | |
|---|---|---|
| Annual cost (TER) | 1.20% | 0.97% |
| Fund size (AUM) | $51M | $20M |
| Since | 2002 | 2025 |
| Dividend yield | 2.68% | — |
| Asset class | mixed asset | mixed asset |
| Region | — | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +18.9% | N/A |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 8.13% | — |
| Max drawdown | -15.34% | -5.34% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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