ORO vs. XRLX
ORO (Arrow Valtoro ETF) and XRLX (FundX Conservative ETF) are both Tactical Allocation funds. Both are actively managed. At a 0.49 correlation, their price movements are largely independent. ORO charges 1.25%/yr vs 1.63%/yr for XRLX.
Performance
ORO vs. XRLX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, ORO achieves a -0.13% return, which is significantly lower than XRLX's 5.80% return.
ORO
- 1D
- -2.52%
- 1M
- -7.86%
- YTD
- -0.13%
- 6M
- -3.06%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
XRLX
- 1D
- -1.63%
- 1M
- -0.37%
- YTD
- 5.80%
- 6M
- 5.49%
- 1Y
- 14.99%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
ORO vs. XRLX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
ORO Arrow Valtoro ETF | -0.13% | -9.23% |
XRLX FundX Conservative ETF | 5.80% | 1.88% |
Correlation
The correlation between ORO and XRLX is 0.49, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Oct 17, 2025 | 0.49 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
ORO vs. XRLX — Risk / Return Rank
ORO
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
XRLX
ORO vs. XRLX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Arrow Valtoro ETF (ORO) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| ORO | XRLX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.32 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.40 | — |
| Martin ratioReturn relative to average drawdown | — | 10.36 | — |
Loading charts...
Drawdowns
ORO vs. XRLX - Drawdown Comparison
The maximum ORO drawdown since its inception was -12.89%, smaller than the maximum XRLX drawdown of -15.33%. Use the drawdown chart below to compare losses from any high point for ORO and XRLX.
Loading charts...
Drawdown Indicators
| ORO | XRLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -12.89% | -15.33% | +2.44% |
Max Drawdown (1Y)Largest decline over 1 year | — | -6.28% | — |
Current DrawdownCurrent decline from peak | -12.89% | -2.36% | -10.53% |
Average DrawdownAverage peak-to-trough decline | -6.71% | -1.70% | -5.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.45% | — |
Volatility
ORO vs. XRLX - Volatility Comparison
Loading charts...
Volatility by Period
| ORO | XRLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 4.02% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 7.48% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 23.53% | 8.85% | +14.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.53% | 11.17% | +12.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.53% | 11.17% | +12.36% |
ORO vs. XRLX - Expense Ratio Comparison
ORO has a 1.25% expense ratio, which is lower than XRLX's 1.63% expense ratio.
Dividends
ORO vs. XRLX - Dividend Comparison
ORO has not paid dividends to shareholders, while XRLX's dividend yield for the trailing twelve months is around 2.62%.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
ORO Arrow Valtoro ETF | 0.00% | 0.00% | 0.00% | 0.00% |
XRLX FundX Conservative ETF | 2.62% | 2.77% | 1.66% | 1.68% |
Frequently Asked Questions
ORO and XRLX have a correlation of 0.49, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, ORO is cheaper at 1.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.
ORO is cheaper with a 1.25% expense ratio, compared with 1.63% for XRLX.
XRLX has the higher dividend yield at 2.62%, compared with 0.00% for ORO.
They also come from different issuers: Arrow Funds and FundX. Their fees differ too: 1.25% for ORO and 1.63% for XRLX.
Find the right allocation for ORO and XRLX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer