Screener
XRLX vs FWD
FundX Conservative ETF vs AB Disruptors ETF
Key differences
XRLX is a fixed income ETF, while FWD is an equity ETF. XRLX charges 1.20% a year and FWD 0.65%.
- XRLX is a fixed income fund, while FWD is an equity fund. They carry different risk/return profiles.
- FWD costs 0.55% less per year.
- FWD is much larger than XRLX. Larger funds are usually more liquid and less likely to close.
- XRLX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| XRLX | FWD | |
|---|---|---|
| Annual cost (TER) | 1.20% | 0.65% |
| Fund size (AUM) | $52M | $2.9B |
| Since | 2002 | 2023 |
| Dividend yield | 2.57% | 0.08% |
| Asset class | fixed income | equity |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +15.1% | +61.4% |
| CAGR 3Y | N/A | +37.0% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 1.23 |
| Volatility 1Y | 8.39% | 25.15% |
| Max drawdown | -15.34% | -29.02% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.