Screener
XRLX vs KNOW
FundX Conservative ETF vs Fundamentals First ETF
Key differences
- KNOW costs 0.11% less per year.
- XRLX is significantly larger than KNOW — larger funds tend to be 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 | KNOW | |
|---|---|---|
| Annual cost (TER) | 1.20% | 1.09% |
| Fund size (AUM) | $51M | $7M |
| Since | 2002 | 2024 |
| Dividend yield | 2.68% | 1.37% |
| Asset class | mixed asset | mixed asset |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +17.7% | +20.3% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 8.09% | 9.73% |
| Max drawdown | -15.34% | -15.99% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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