BCFN vs XRLX
Comparison between BARON FINANCIALS ETF (BCFN, ETF) and FUNDX CONSERVATIVE ETF (XRLX, ETF).
BCFN vs XRLX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BCFN
$48M
Winner
XRLX
$48M
Expense Ratio
Winner
BCFN
0.80%
XRLX
1.20%
Max Drawdown
BCFN
20.95%
Winner
XRLX
16.36%
Sharpe Ratio
BCFN
-0.42
Winner
XRLX
0.67
5Y Beta
BCFN
0.67
Winner
XRLX
0.67
P/E Ratio
BCFN
22.28
XRLX
N/A
Forward P/E
BCFN
19.00
XRLX
N/A
PEG Ratio
BCFN
0.38
XRLX
N/A
5Y EPS CAGR
BCFN
15.83%
XRLX
N/A
Debt to Equity
BCFN
77.55%
XRLX
N/A
P/S Ratio
BCFN
4.47
XRLX
N/A
P/B Ratio
BCFN
3.97
XRLX
N/A
BCFN vs XRLX - Holdings Comparison
BCFN and XRLX have 0 common holdings. Overlap is 0.00%
BCFN's top 25 holdings weight is 83.72%. XRLX's top 25 holdings weight is 100.03%.
| Rank | BCFN | XRLX |
|---|---|---|
| #1 | VISA INC CLASS A (V) - 5.88% | VANGUARD MSTAR GROWTH ETF (VUG) - 9.48% |
| #2 | MASTERCARD INC CLASS A (MA) - 5.74% | INVESCO S&P 500® TOP 50 ETF (XLG) - 8.33% |
| #3 | BANK OF AMERICA CORP (BAC) - 4.96% | ISHARES CORE 60/40 BALANCED ALLC ETF (AOR) - 6.53% |
| #4 | JPMORGAN CHASE & CO (JPM) - 4.50% | ISHARES MSCI USA VALUE FACTOR ETF (VLUE) - 6.44% |
| #5 | CHARLES SCHWAB CORP (SCHW) - 4.36% | INVESCO S&P 500® MOMENTUM ETF (SPMO) - 6.27% |
| #6 | INTERACTIVE BROKERS GROUP INC CLASS A (IBKR) - 4.12% | INVESCO S&P 500® PURE GROWTH ETF (RPG) - 6.20% |
| #7 | MORGAN STANLEY (MS) - 4.02% | ISHARES 5-10 YEAR INVMT GRD CORP BD ETF (IGIB) - 5.28% |
| #8 | LPL FINANCIAL HOLDINGS INC (LPLA) - 3.84% | WISDOMTREE U.S. QUALITY GROWTH ETF (QGRW) - 4.91% |
| #9 | S&P GLOBAL INC (SPGI) - 3.77% | JANUS HENDERSON AAA CLO ETF (JAAA) - 4.85% |
| #10 | MOODYS CORP (MCO) - 3.65% | ISHARES GLOBAL 100 ETF (IOO) - 4.84% |
| #11 | KKR & CO INC ORDINARY SHARES (KKR) - 3.54% | ISHARES CORE 30/70 CNSRV ALLC ETF (AOK) - 4.73% |
| #12 | MSCI INC (MSCI) - 3.42% | JANUS HENDERSON B-BBB CLO ETF (JBBB) - 4.69% |
| #13 | MERCADOLIBRE INC (MELI) - 3.13% | VANECK IG FLOATING RATE ETF (FLTR) - 4.68% |
| #14 | BLACKROCK INC (BLK) - 3.07% | NYLI MERGER ARBITRAGE ETF (MNA) - 4.62% |
| #15 | APOLLO GLOBAL MANAGEMENT INC (APO) - 2.97% | PIMCO BROAD US TIPS ETF (TIPZ) - 4.40% |
| #16 | AERCAP HOLDINGS NV (AER) - 2.85% | ISHARES MSCI USA MOMENTUM FACTOR ETF (MTUM) - 4.38% |
| #17 | NU HOLDINGS LTD ORDINARY SHARES CLASS A (NU) - 2.84% | STATE STREET® SPDR® PORT HI YLD BD ETF (SPHY) - 3.51% |
| #18 | CME GROUP INC CLASS A (CME) - 2.78% | PIMCO 0-5 YEAR HIGH YIELD CORP BD ETF (HYS) - 3.51% |
| #19 | CAPITAL ONE FINANCIAL CORP (COF) - 2.59% | ISHARES RUSSELL TOP 200 GROWTH ETF (IWY) - 1.36% |
| #20 | AMERICAN EXPRESS CO (AXP) - 2.36% | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 1.02% |
| #21 | VERISK ANALYTICS INC (VRSK) - 2.21% | N/A |
| #22 | ARCH CAPITAL GROUP LTD (ACGL) - 2.03% | N/A |
| #23 | HOULIHAN LOKEY INC CLASS A (HLI) - 1.77% | N/A |
| #24 | TRADEWEB MARKETS INC (TW) - 1.66% | N/A |
| #25 | WISE GROUP PLC CLASS A (WSE) - 1.66% | N/A |
| Total Holdings | 43 | 20 |
BCFN vs XRLX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BCFN
+6.69%
XRLX
+2.13%
3M
Winner
BCFN
+13.20%
XRLX
-0.72%
6M
Winner
BCFN
+9.65%
XRLX
+4.56%
1Y
BCFN
N/A
XRLX
+10.79%
Max(CAGR)
BCFN
-5.39%
Winner
XRLX
+13.69%
BCFN vs XRLX - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | BCFN | XRLX |
|---|---|---|
| 2026 | -3.23% | +6.30% |
| 2025 | +0.35% | +7.82% |
| 2024 | N/A | +18.60% |
| 2023 | N/A | +7.14% |
BCFN vs XRLX Drawdown Comparison
The maximum drawdown for BCFN was -20.95%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The maximum drawdown for XRLX was -15.33%, occurring on Apr 8, 2025. Recovery took 120 trading sessions.
The current BCFN drawdown is -6.49%. The current XRLX drawdown is -1.80%.
| Rank | BCFN | XRLX |
|---|---|---|
| #1 | -20.95% Jan 6, 2026 - Mar 27, 2026 | -15.33% Feb 14, 2025 - Aug 8, 2025 |
| #2 | -2.69% Dec 26, 2025 - Jan 5, 2026 | -7.15% Jul 10, 2024 - Sep 19, 2024 |
| #3 | -0.42% Dec 15, 2025 - Dec 19, 2025 | -6.28% Feb 25, 2026 - Apr 15, 2026 |
| #4 | N/A | -5.67% Jun 2, 2026 - Jul 29, 2026 |
| #5 | N/A | -4.48% Mar 22, 2024 - May 15, 2024 |
| #6 | N/A | -4.06% Oct 11, 2023 - Nov 7, 2023 |
| #7 | N/A | -3.62% Dec 16, 2024 - Jan 23, 2025 |
| #8 | N/A | -3.49% Oct 28, 2025 - Dec 10, 2025 |
| #9 | N/A | -1.98% Nov 8, 2024 - Nov 29, 2024 |
| #10 | N/A | -1.92% Oct 14, 2024 - Nov 6, 2024 |
| #11 | N/A | -1.91% Jan 27, 2026 - Feb 25, 2026 |
| #12 | N/A | -1.87% Dec 27, 2023 - Jan 11, 2024 |
| #13 | N/A | -1.79% Jan 23, 2025 - Feb 13, 2025 |
| #14 | N/A | -1.70% Dec 10, 2025 - Dec 23, 2025 |
| #15 | N/A | -1.66% Jan 12, 2026 - Jan 26, 2026 |
Correlation
Correlation between BCFN and XRLX is -0.15 which considered as a very weak or no correlation - the stocks move independently of each other.
-0.15
-101
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