XRLX vs. XCOR

Last updated Jun 23, 2026

XRLX (FundX Conservative ETF) and XCOR (Fundx ETF) are both exchange-traded funds - XRLX is a Tactical Allocation fund actively managed by FundX, while XCOR is a Large Cap Growth Equities fund actively managed by FundX. Both are actively managed. Over the past year, XRLX returned 17.73% vs 29.29% for XCOR. With a 0.98 correlation, they move nearly in lockstep. XRLX charges 1.63%/yr vs 1.27%/yr for XCOR.

Performance

XRLX vs. XCOR - Performance Comparison

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

Returns By Period

In the year-to-date period, XRLX achieves a 7.55% return, which is significantly lower than XCOR's 12.58% return.

XRLX

• 1D: -0.03%
• 1M: 1.28%
• YTD: 7.55%
• 6M: 7.48%
• 1Y: 17.73%
• 3Y*: —
• 5Y*: —
• 10Y*: —

XCOR

• 1D: -0.07%
• 1M: 1.62%
• YTD: 12.58%
• 6M: 12.47%
• 1Y: 29.29%
• 3Y*: 22.07%
• 5Y*: —
• 10Y*: —

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

XRLX vs. XCOR - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
XRLX FundX Conservative ETF	7.55%	7.85%	17.61%	7.14%
XCOR Fundx ETF	12.58%	12.50%	29.57%	11.17%

Correlation

The correlation between XRLX and XCOR is 0.98 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.98
Correlation (All Time) Calculated using the full available price history since Oct 9, 2023	0.98

The correlation between XRLX and XCOR has been stable across timeframes, ranging from 0.98 to 0.98 - a consistent structural relationship.

XRLX vs. XCOR - Sectors Allocation Comparison

Sectors	XRLX	XCOR
Technology	37.5%	40.4%
Financial Services	12.4%	12.3%
Communication Services	11.1%	11.2%
Consumer Cyclical	8.8%	9.4%
Industrials	8.7%	7.3%
Healthcare	6.4%	6.0%
Consumer Defensive	4.1%	4.2%
Energy	3.7%	3.6%
Basic Materials	3.0%	2.3%
Utilities	2.9%	2.3%
Real Estate	1.5%	1.1%

Return for Risk

XRLX vs. XCOR — Risk / Return Rank

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

XRLX

XRLX Risk / Return Rank: 65
XRLX Sharpe Ratio Rank: 64
XRLX Sortino Ratio Rank: 65
XRLX Omega Ratio Rank: 66
XRLX Calmar Ratio Rank: 59
XRLX Martin Ratio Rank: 68

XCOR

XCOR Risk / Return Rank: 67
XCOR Sharpe Ratio Rank: 68
XCOR Sortino Ratio Rank: 66
XCOR Omega Ratio Rank: 67
XCOR Calmar Ratio Rank: 64
XCOR Martin Ratio Rank: 72

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. XCOR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for FundX Conservative ETF (XRLX) and Fundx ETF (XCOR). 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	XCOR	Difference
Sharpe ratio: Return per unit of total volatility	2.05	2.14	-0.09
Sortino ratio: Return per unit of downside risk	2.91	2.92	-0.01
Omega ratio: Gain probability vs. loss probability	1.38	1.38	0.00
Calmar ratio: Return relative to maximum drawdown	2.84	3.07	-0.23
Martin ratio: Return relative to average drawdown	12.32	12.98	-0.67

XRLX vs. XCOR - Sharpe Ratio Comparison

The current XRLX Sharpe Ratio is 2.05, which is comparable to the XCOR Sharpe Ratio of 2.14. The chart below compares the historical Sharpe Ratios of XRLX and XCOR, 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. XCOR - Drawdown Comparison

The maximum XRLX drawdown since its inception was -15.33%, smaller than the maximum XCOR drawdown of -22.54%. Use the drawdown chart below to compare losses from any high point for XRLX and XCOR.

Drawdown Indicators

	XRLX	XCOR	Difference
Max Drawdown Largest peak-to-trough decline	-15.33%	-22.54%	+7.21%
Max Drawdown (1Y) Largest decline over 1 year	-6.28%	-9.60%	+3.32%
Max Drawdown (3Y) Largest decline over 3 years	—	-22.54%	—
Current Drawdown Current decline from peak	-0.75%	-1.44%	+0.69%
Average Drawdown Average peak-to-trough decline	-1.70%	-3.11%	+1.41%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.44%	2.26%	-0.82%

Volatility

XRLX vs. XCOR - Volatility Comparison

The current volatility for FundX Conservative ETF (XRLX) is 3.64%, while Fundx ETF (XCOR) has a volatility of 5.72%. This indicates that XRLX experiences smaller price fluctuations and is considered to be less risky than XCOR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	XRLX	XCOR	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.64%	5.72%	-2.08%
Volatility (6M) Calculated over the trailing 6-month period	7.31%	11.28%	-3.97%
Volatility (1Y) Calculated over the trailing 1-year period	8.70%	13.76%	-5.06%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	11.13%	17.17%	-6.04%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	11.13%	17.17%	-6.04%

XRLX vs. XCOR - Expense Ratio Comparison

XRLX has a 1.63% expense ratio, which is higher than XCOR's 1.27% expense ratio.

Dividends

XRLX vs. XCOR - Dividend Comparison

XRLX's dividend yield for the trailing twelve months is around 2.58%, more than XCOR's 0.38% yield.

Position	TTM	2025	2024	2023	2022
XCOR Fundx ETF	0.38%	0.43%	0.00%	0.95%	2.52%
XRLX FundX Conservative ETF	2.58%	2.77%	1.66%	1.68%	0.00%

Frequently Asked Questions

Can I hold both XRLX and XCOR in my portfolio?

With a correlation of 0.98, XRLX and XCOR 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 XCOR?

XCOR has higher volatility (5.72%) compared to XRLX (3.64%). In terms of maximum drawdown, XRLX dropped -15.33% vs XCOR's -22.54%.

Which ETF is better, XRLX or XCOR?

On 1-year performance, XCOR leads with 29.29% vs 17.73% for XRLX. On fees, XCOR is cheaper at 1.27% per year. On volatility, XRLX has been the lower-risk option at 3.64%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, XRLX or XCOR?

Over the 1-year period, XCOR has performed better with a 29.29% return vs 17.73%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, XRLX or XCOR?

XCOR is cheaper with a 1.27% expense ratio, compared with 1.63% for XRLX.

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

XRLX has the higher dividend yield at 2.58%, compared with 0.38% for XCOR.

What is the main difference between XRLX and XCOR?

XRLX is categorized as Tactical Allocation, while XCOR is Large Cap Growth Equities. Their fees differ too: 1.63% for XRLX and 1.27% for XCOR.

Which has better risk-adjusted returns?

XCOR currently has the higher Sharpe Ratio (2.14 vs 2.05), 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.