MATE vs. XRLX
MATE (Man Active Trend Enhanced ETF) and XRLX (FundX Conservative ETF) are both Tactical Allocation funds. Both are actively managed. Their correlation of 0.80 suggests significant overlap in exposure. MATE charges 0.97%/yr vs 1.63%/yr for XRLX.
Performance
MATE vs. XRLX - Performance Comparison
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Returns By Period
In the year-to-date period, MATE achieves a 20.78% return, which is significantly higher than XRLX's 7.85% return.
MATE
- 1D
- -0.07%
- 1M
- 7.70%
- YTD
- 20.78%
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
XRLX
- 1D
- -0.47%
- 1M
- 4.47%
- YTD
- 7.85%
- 6M
- 8.12%
- 1Y
- 17.90%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
MATE vs. XRLX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
MATE Man Active Trend Enhanced ETF | 20.78% | 4.27% |
XRLX FundX Conservative ETF | 7.85% | 1.46% |
Correlation
The correlation between MATE and XRLX is 0.80, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Dec 18, 2025 | 0.80 |
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Return for Risk
MATE vs. XRLX — Risk / Return Rank
MATE
XRLX
MATE vs. XRLX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Man Active Trend Enhanced ETF (MATE) and FundX Conservative ETF (XRLX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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Sharpe Ratios by Period
| MATE | XRLX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 2.22 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 3.07 | 1.41 | +1.65 |
Drawdowns
MATE vs. XRLX - Drawdown Comparison
The maximum MATE drawdown since its inception was -13.24%, smaller than the maximum XRLX drawdown of -15.33%. Use the drawdown chart below to compare losses from any high point for MATE and XRLX.
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Drawdown Indicators
| MATE | XRLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.24% | -15.33% | +2.09% |
Max Drawdown (1Y)Largest decline over 1 year | — | -6.28% | — |
Current DrawdownCurrent decline from peak | -0.07% | -0.47% | +0.40% |
Average DrawdownAverage peak-to-trough decline | -3.27% | -1.70% | -1.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.39% | — |
Volatility
MATE vs. XRLX - Volatility Comparison
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Volatility by Period
| MATE | XRLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 2.59% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 6.65% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 21.76% | 8.10% | +13.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.76% | 11.05% | +10.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.76% | 11.05% | +10.71% |
MATE vs. XRLX - Expense Ratio Comparison
MATE has a 0.97% expense ratio, which is lower than XRLX's 1.63% expense ratio.
Dividends
MATE vs. XRLX - Dividend Comparison
MATE has not paid dividends to shareholders, while XRLX's dividend yield for the trailing twelve months is around 2.57%.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
MATE Man Active Trend Enhanced ETF | 0.00% | 0.00% | 0.00% | 0.00% |
XRLX FundX Conservative ETF | 2.57% | 2.77% | 1.66% | 1.68% |
Frequently Asked Questions
MATE and XRLX have a correlation of 0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, MATE is cheaper at 0.97% per year. The better choice depends on whether you care most about return, fees, risk, or income.
MATE is cheaper with a 0.97% expense ratio, compared with 1.63% for XRLX.
XRLX has the higher dividend yield at 2.57%, compared with 0.00% for MATE.
They also come from different issuers: Man Group and FundX. Their fees differ too: 0.97% for MATE and 1.63% for XRLX.
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