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XRLX vs RULE
FundX Conservative ETF vs Adaptive Core ETF
Key differences
- XRLX costs 0.64% less per year.
- XRLX is significantly larger than RULE — 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 | RULE | |
|---|---|---|
| Annual cost (TER) | 1.20% | 1.84% |
| Fund size (AUM) | $51M | $14M |
| Since | 2002 | 2021 |
| Dividend yield | 2.68% | 0.00% |
| Asset class | mixed asset | mixed asset |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +17.7% | +41.5% |
| CAGR 3Y | N/A | +16.7% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 0.81 |
| Volatility 1Y | 8.09% | 19.69% |
| Max drawdown | -15.34% | -30.48% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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