NMB vs XRLX
Comparison between Simplify National Muni Bond ETF (NMB, ETF) and FUNDX CONSERVATIVE ETF (XRLX, ETF).
NMB vs XRLX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
NMB
$48M
XRLX
$48M
Expense Ratio
Winner
NMB
0.52%
XRLX
1.20%
Max Drawdown
Winner
NMB
15.60%
XRLX
16.36%
Sharpe Ratio
NMB
0.34
Winner
XRLX
0.67
5Y Beta
Winner
NMB
0.34
XRLX
0.67
NMB vs XRLX - Historical Returns
Returns include dividend reinvestment.
1M
NMB
-0.23%
Winner
XRLX
+2.13%
3M
Winner
NMB
+0.47%
XRLX
-0.72%
6M
NMB
+0.67%
Winner
XRLX
+4.56%
1Y
NMB
+6.23%
Winner
XRLX
+10.79%
Max(CAGR)
NMB
+3.36%
Winner
XRLX
+13.69%
NMB vs XRLX - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | NMB | XRLX |
|---|---|---|
| 2026 | +0.57% | +6.30% |
| 2025 | +7.48% | +7.82% |
| 2024 | -1.90% | +18.60% |
| 2023 | N/A | +7.14% |
NMB vs XRLX Drawdown Comparison
The maximum drawdown for NMB was -13.67%, occurring on Apr 8, 2025. Recovery took 104 trading sessions.
The maximum drawdown for XRLX was -15.33%, occurring on Apr 8, 2025. Recovery took 120 trading sessions.
The current NMB drawdown is -2.08%. The current XRLX drawdown is -1.80%.
| Rank | NMB | XRLX |
|---|---|---|
| #1 | -13.67% Dec 9, 2024 - May 12, 2025 | -15.33% Feb 14, 2025 - Aug 8, 2025 |
| #2 | -7.26% May 13, 2025 - Oct 13, 2025 | -7.15% Jul 10, 2024 - Sep 19, 2024 |
| #3 | -5.50% Oct 28, 2025 - Mar 24, 2026 | -6.28% Feb 25, 2026 - Apr 15, 2026 |
| #4 | -3.24% Oct 1, 2024 - Nov 25, 2024 | -5.67% Jun 2, 2026 - Jul 29, 2026 |
| #5 | -0.57% Oct 20, 2025 - Oct 24, 2025 | -4.48% Mar 22, 2024 - May 15, 2024 |
| #6 | -0.51% Oct 13, 2025 - Oct 20, 2025 | -4.06% Oct 11, 2023 - Nov 7, 2023 |
| #7 | -0.18% Sep 23, 2024 - Sep 27, 2024 | -3.62% Dec 16, 2024 - Jan 23, 2025 |
| #8 | -0.18% Dec 4, 2024 - Dec 6, 2024 | -3.49% Oct 28, 2025 - Dec 10, 2025 |
| #9 | -0.10% Sep 27, 2024 - Oct 1, 2024 | -1.98% Nov 8, 2024 - Nov 29, 2024 |
| #10 | -0.09% Sep 16, 2024 - Sep 19, 2024 | -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 NMB and XRLX is 0.83 which considered as a strong positive correlation - the stocks tend to move together.
0.83
-101
Dividend Comparison (2023 - 2026)
NMB vs XRLX dividend yield comparison.
| Year | NMB | XRLX |
|---|---|---|
| 2026 | 3.07% | 0.00% |
| 2025 | 4.48% | 2.77% |
| 2024 | 1.13% | 1.66% |
| 2023 | 0.00% | 1.68% |
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