XRLX vs. GDT
XRLX (FundX Conservative ETF) and GDT (WisdomTree Efficient TIPS Plus Gold Fund) are both Tactical Allocation funds. Both are actively managed. At a 0.44 correlation, their price movements are largely independent. XRLX charges 1.63%/yr vs 0.30%/yr for GDT.
Performance
XRLX vs. GDT - Performance Comparison
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Returns By Period
XRLX
- 1D
- -0.47%
- 1M
- 4.47%
- YTD
- 7.85%
- 6M
- 8.12%
- 1Y
- 17.90%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
GDT
- 1D
- -0.85%
- 1M
- -1.71%
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
XRLX vs. GDT - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
XRLX FundX Conservative ETF | 7.26% |
GDT WisdomTree Efficient TIPS Plus Gold Fund | -8.05% |
Correlation
The correlation between XRLX and GDT is 0.44, 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 Jan 23, 2026 | 0.44 |
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Return for Risk
XRLX vs. GDT — Risk / Return Rank
XRLX
GDT
XRLX vs. GDT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for FundX Conservative ETF (XRLX) and WisdomTree Efficient TIPS Plus Gold Fund (GDT). 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.
| XRLX | GDT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.41 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 2.86 | — | — |
| Martin ratioReturn relative to average drawdown | 12.92 | — | — |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| XRLX | GDT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.22 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.41 | -0.63 | +2.04 |
Drawdowns
XRLX vs. GDT - Drawdown Comparison
The maximum XRLX drawdown since its inception was -15.33%, smaller than the maximum GDT drawdown of -18.06%. Use the drawdown chart below to compare losses from any high point for XRLX and GDT.
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Drawdown Indicators
| XRLX | GDT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.33% | -18.06% | +2.73% |
Max Drawdown (1Y)Largest decline over 1 year | -6.28% | — | — |
Current DrawdownCurrent decline from peak | -0.47% | -16.07% | +15.60% |
Average DrawdownAverage peak-to-trough decline | -1.70% | -9.90% | +8.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.39% | — | — |
Volatility
XRLX vs. GDT - Volatility Comparison
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Volatility by Period
| XRLX | GDT | 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 | 8.10% | 33.36% | -25.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.05% | 33.36% | -22.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.05% | 33.36% | -22.31% |
XRLX vs. GDT - Expense Ratio Comparison
XRLX has a 1.63% expense ratio, which is higher than GDT's 0.30% expense ratio.
Dividends
XRLX vs. GDT - Dividend Comparison
XRLX's dividend yield for the trailing twelve months is around 2.57%, more than GDT's 1.77% yield.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
GDT WisdomTree Efficient TIPS Plus Gold Fund | 1.77% | 0.00% | 0.00% | 0.00% |
XRLX FundX Conservative ETF | 2.57% | 2.77% | 1.66% | 1.68% |
Frequently Asked Questions
XRLX and GDT have a correlation of 0.44, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, GDT is cheaper at 0.30% per year. The better choice depends on whether you care most about return, fees, risk, or income.
GDT is cheaper with a 0.30% expense ratio, compared with 1.63% for XRLX.
XRLX has the higher dividend yield at 2.57%, compared with 1.77% for GDT.
They also come from different issuers: FundX and WisdomTree. Their fees differ too: 1.63% for XRLX and 0.30% for GDT.
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