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Beacon
Screener

XRLX vs HYFI

FundX Conservative ETF vs AB High Yield ETF

XRLX

FundX Conservative ETF

Annual cost

1.20%

Fund size

$52M

HYFI

AB High Yield ETF

Annual cost

0.40%

Fund size

$341M

Key differences

Both XRLX and HYFI are fixed income ETFs. XRLX charges 1.20% a year and HYFI 0.40%. The main difference: HYFI costs 0.80% less per year.

  • HYFI costs 0.80% less per year.
  • HYFI 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

XRLXHYFI
Annual cost (TER)1.20%0.40%
Fund size (AUM)$52M$341M
Since20022016
Dividend yield2.57%6.71%
Asset classfixed incomefixed income
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+15.9%+7.5%
CAGR 3YN/A+9.2%
CAGR 5YN/AN/A
Sharpe 3YN/A1.00
Volatility 1Y8.38%3.95%
Max drawdown-15.34%-6.34%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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