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XRLX vs MFUL

FundX Conservative ETF vs Mindful Conservative ETF

XRLX

FundX Conservative ETF

Fund X

Annual cost

1.20%

Fund size

$51M

MFUL

Mindful Conservative ETF

Mohrfunds

Annual cost

1.48%

Fund size

$8M

Key differences

  • XRLX costs 0.28% less per year.
  • XRLX is significantly larger than MFUL — 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

XRLXMFUL
Annual cost (TER)1.20%1.48%
Fund size (AUM)$51M$8M
Since20022021
Dividend yield2.68%3.05%
Asset classmixed assetmixed asset
Region
Strategyactive selectionactive selection
CAGR 1Y+17.7%+7.4%
CAGR 3YN/A+4.7%
CAGR 5YN/AN/A
Sharpe 3YN/A0.29
Volatility 1Y8.09%3.94%
Max drawdown-15.34%-16.41%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to XRLX and MFUL