XRLX vs. LEXI

Last updated Jun 24, 2026

XRLX (FundX Conservative ETF) and LEXI (Alexis Practical Tactical ETF) are both Tactical Allocation funds. Both are actively managed. Over the past year, XRLX returned 14.99% vs 27.92% for LEXI. Their correlation of 0.92 suggests significant overlap in exposure. XRLX charges 1.63%/yr vs 1.00%/yr for LEXI.

Performance

XRLX vs. LEXI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in FundX Conservative ETF (XRLX) and Alexis Practical Tactical ETF (LEXI). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, XRLX achieves a 5.80% return, which is significantly lower than LEXI's 12.72% return.

XRLX

• 1D: -1.63%
• 1M: -0.37%
• YTD: 5.80%
• 6M: 5.49%
• 1Y: 14.99%
• 3Y*: —
• 5Y*: —
• 10Y*: —

LEXI

• 1D: -1.20%
• 1M: 1.50%
• YTD: 12.72%
• 6M: 11.55%
• 1Y: 27.92%
• 3Y*: 19.79%
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

XRLX vs. LEXI - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
XRLX FundX Conservative ETF	5.80%	7.85%	17.61%	7.14%
LEXI Alexis Practical Tactical ETF	12.72%	19.23%	16.51%	11.14%

Correlation

The correlation between XRLX and LEXI is 0.95, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.95
Correlation (All Time) Calculated using the full available price history since Oct 9, 2023	0.92

The correlation between XRLX and LEXI has been stable across timeframes, ranging from 0.92 to 0.95 - a consistent structural relationship.

XRLX vs. LEXI - Sectors Allocation Comparison

Sectors	XRLX	LEXI
Technology	37.5%	33.0%
Financial Services	12.4%	12.6%
Communication Services	11.1%	7.3%
Consumer Cyclical	8.8%	9.5%
Industrials	8.7%	14.2%
Healthcare	6.4%	7.3%
Consumer Defensive	4.1%	3.4%
Energy	3.7%	2.7%
Basic Materials	3.0%	6.1%
Utilities	2.9%	2.3%
Real Estate	1.5%	1.7%

Return for Risk

XRLX vs. LEXI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

XRLX

XRLX Risk / Return Rank: 56
XRLX Sharpe Ratio Rank: 54
XRLX Sortino Ratio Rank: 54
XRLX Omega Ratio Rank: 55
XRLX Calmar Ratio Rank: 53
XRLX Martin Ratio Rank: 62

LEXI

LEXI Risk / Return Rank: 82
LEXI Sharpe Ratio Rank: 85
LEXI Sortino Ratio Rank: 86
LEXI Omega Ratio Rank: 83
LEXI Calmar Ratio Rank: 73
LEXI Martin Ratio Rank: 85

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

XRLX vs. LEXI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for FundX Conservative ETF (XRLX) and Alexis Practical Tactical ETF (LEXI). 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.

	XRLX	LEXI	Difference
Sharpe ratio: Return per unit of total volatility	1.71	2.53	-0.82
Sortino ratio: Return per unit of downside risk	2.40	3.56	-1.15
Omega ratio: Gain probability vs. loss probability	1.32	1.46	-0.14
Calmar ratio: Return relative to maximum drawdown	2.40	3.45	-1.06
Martin ratio: Return relative to average drawdown	10.36	16.47	-6.11

XRLX vs. LEXI - Sharpe Ratio Comparison

The current XRLX Sharpe Ratio is 1.71, which is lower than the LEXI Sharpe Ratio of 2.53. The chart below compares the historical Sharpe Ratios of XRLX and LEXI, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

XRLX vs. LEXI - Drawdown Comparison

The maximum XRLX drawdown since its inception was -15.33%, smaller than the maximum LEXI drawdown of -22.01%. Use the drawdown chart below to compare losses from any high point for XRLX and LEXI.

Drawdown Indicators

	XRLX	LEXI	Difference
Max Drawdown Largest peak-to-trough decline	-15.33%	-22.01%	+6.68%
Max Drawdown (1Y) Largest decline over 1 year	-6.28%	-8.12%	+1.84%
Max Drawdown (3Y) Largest decline over 3 years	—	-15.94%	—
Current Drawdown Current decline from peak	-2.36%	-1.20%	-1.16%
Average Drawdown Average peak-to-trough decline	-1.70%	-5.14%	+3.44%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.45%	1.70%	-0.25%

Volatility

XRLX vs. LEXI - Volatility Comparison

FundX Conservative ETF (XRLX) and Alexis Practical Tactical ETF (LEXI) have volatilities of 4.02% and 3.83%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	XRLX	LEXI	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.02%	3.83%	+0.19%
Volatility (6M) Calculated over the trailing 6-month period	7.48%	9.34%	-1.86%
Volatility (1Y) Calculated over the trailing 1-year period	8.85%	11.13%	-2.28%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	11.17%	14.65%	-3.48%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	11.17%	14.65%	-3.48%

XRLX vs. LEXI - Expense Ratio Comparison

XRLX has a 1.63% expense ratio, which is higher than LEXI's 1.00% expense ratio.

Dividends

XRLX vs. LEXI - Dividend Comparison

XRLX's dividend yield for the trailing twelve months is around 2.62%, more than LEXI's 0.84% yield.

Position	TTM	2025	2024	2023	2022	2021
LEXI Alexis Practical Tactical ETF	0.84%	0.94%	2.17%	1.34%	0.95%	0.23%
XRLX FundX Conservative ETF	2.62%	2.77%	1.66%	1.68%	0.00%	0.00%

Frequently Asked Questions

Can I hold both XRLX and LEXI in my portfolio?

With a correlation of 0.95, XRLX and LEXI move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Which is riskier, XRLX or LEXI?

XRLX has higher volatility (4.02%) compared to LEXI (3.83%). In terms of maximum drawdown, XRLX dropped -15.33% vs LEXI's -22.01%.

Which ETF is better, XRLX or LEXI?

On 1-year performance, LEXI leads with 27.92% vs 14.99% for XRLX. On fees, LEXI is cheaper at 1.00% per year. On volatility, LEXI has been the lower-risk option at 3.83%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, XRLX or LEXI?

Over the 1-year period, LEXI has performed better with a 27.92% return vs 14.99%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, XRLX or LEXI?

LEXI is cheaper with a 1.00% expense ratio, compared with 1.63% for XRLX.

Which ETF pays a higher dividend yield, XRLX or LEXI?

XRLX has the higher dividend yield at 2.62%, compared with 0.84% for LEXI.

What is the main difference between XRLX and LEXI?

They also come from different issuers: FundX and Alexis. Their fees differ too: 1.63% for XRLX and 1.00% for LEXI.

Which has better risk-adjusted returns?

LEXI currently has the higher Sharpe Ratio (2.53 vs 1.71), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.