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FundX Investment Conservative ETF (XRLX)
About this ETF
XRLX is a fund-of-funds that aims to capture global market trends. The adviser pursues a balanced approach by investing in core equity, total return, and bond underlying funds it considers to be in sync with current market leaders. The core equity funds allow participation in broad stock market leadership trends through diversified exposure to stocks of any size or style from around the world. Whereas the total return and bond underlying funds intend to reduce the risk and potential volatility of the core equity funds. The total return funds may utilize different investment strategies designed to provide steady income and low volatility. The underlying bond funds invest in US and non-US fixed income securities of any maturity and credit quality.…
Price
Top 10 holdings
| Vanguard Growth ETF VUG | 9.42% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P 500r Top 50 ETF XLG | 8.26% |
| Invesco S&P 500 Momentum ETF SPMO | 6.50% |
| iShares Core 60/40 Balanced Allocation ETF AOR | 6.45% |
| Invesco S&P 500 Pure Growth ETF RPG | 6.45% |
| iShares MSCI USA Value Factor ETF VLUE | 6.25% |
| iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB | 5.31% |
| Wisdomtree US Quality Growth Fund QGRW | 4.86% |
| Janus Henderson AAA CLO ETF JAAA | 4.84% |
| iShares Core 30/70 Conservative Allocation ETF AOK | 4.70% |
Sector mix
Price chart
Returns
| 1 month | +0.91% |
| 3 months | +5.64% |
| 6 months | +5.11% |
| Year to date | +5.64% |
| 1 year | +9.27% |
| 3 years (ann.) | — |
| 5 years (ann.) | — |
| 10 years (ann.) | — |
Risk profile
| Volatility (1y, ann.) | 9.66% |
| Sharpe (1y) | 0.97 |
| Sharpe (3y) | — |
| Sortino (1y) | 1.22 |
| Max drawdown (1y) | -7.78% |
| Max drawdown (5y) | — |
| Max drawdown (full) | -16.37% |
| Beta vs S&P 500 (1y) | 0.70 |
| Correlation vs S&P 500 (1y) | 0.91 |
Technical outlook as of 2026-07-13
The Monte Carlo cone is drawn on the price chart above (Forecast overlay); RSI, MACD and the rest of the oscillators live in its indicator panels.
Full holdings
| Constituent | ISIN | Market value | Weight |
|---|---|---|---|
| Loading… | |||
Sector breakdown
Geographic exposure
Cost vs. peers
Comparison universe: 256 funds of the same asset class.
Cost impact calculator
Dividend history
Distributing share class Income is paid out to shareholders.
| Ex-date | Payment | Amount |
|---|---|---|
| 2025-12-31 | 2026-01-02 | USD 1.2751 |
| 2024-12-31 | 2025-01-02 | USD 0.7253 |
| 2023-12-28 | 2024-01-02 | USD 0.6353 |
ESG profile
No ESG estimate available: none of the scored universe overlaps this portfolio (typical for bond, commodity or synthetic funds).
Scored coverage: 0.0% of the portfolio by weight.
Similar ETFs
| Fund | TER | AUM (USD) | Yield (TTM) | Return 1y | Sharpe 1y |
|---|---|---|---|---|---|
| iShares Core Equity ETF Portfolio XEQT.TO | 0.20% | 14.36B | 1.60% | +25.31% | 1.89 |
| Vanguard All-Equity ETF Portfolio VEQT.TO | 0.22% | 11.06B | 1.24% | +26.33% | 1.94 |
| FT Vest Laddered Buffer ETF BUFR | 0.95% | 10.09B | — | +14.32% | 2.06 |
| Vanguard Growth ETF Portfolio VGRO.TO | 0.22% | 7.42B | 1.75% | +20.49% | 1.87 |
| Capital Group Core Balanced ETF CGBL | 0.33% | 7.08B | 1.88% | +10.67% | 1.04 |
| Eaton Vance Total Return Bond ETF EVTR | 0.32% | 5.61B | 4.72% | -0.81% | -0.18 |
| iShares Systematic Alternatives Active ETF IALT | 0.99% | 5.00B | 0.40% | — | — |
| VanEck J.P. Morgan EM Local Currency Bond ETF EMLC | 0.30% | 4.80B | 6.27% | +0.79% | 0.14 |
| VanEck High Yield Muni ETF HYD | 0.32% | 4.51B | 4.32% | +2.55% | 0.65 |
| Vanguard Balanced ETF Portfolio VBAL.TO | 0.22% | 4.00B | 2.11% | +14.75% | 1.67 |
Cheaper alternatives
No fund of the class reaches 60% portfolio overlap — showing the cheapest funds of the class instead.
| Fund | TER | AUM (USD) | Overlap |
|---|---|---|---|
| VanEck IG Floating Rate ETF FLTR | 0.14% | 2.89B | 0.0% |
| VanEck Intermediate Muni ETF ITM | 0.18% | 2.18B | 0.0% |
| iShares Core Balanced ETF Portfolio XBAL.TO | 0.19% | 2.37B | 0.0% |
| iShares Core 80/20 Aggressive Allocation ETF AOA | 0.19% | 3.21B | 0.0% |
| iShares Core Growth ETF Portfolio XGRO.TO | 0.20% | 3.55B | 0.0% |
