XRLX vs AOCT

Comparison between FUNDX CONSERVATIVE ETF (XRLX, ETF) and Innovator Equity Defined Protection ETF - 2 Yr to October 2026 (AOCT, ETF).

XRLX vs AOCT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XRLX(ETF)	AOCT(ETF)
Net Assets	$50M	$49M
Expense Ratio	1.20%	0.79%
Max Drawdown	16.36%	3.71%
Sharpe Ratio	0.88	1.00
5Y Beta	0.68	0.19

Net Assets

Winner

XRLX

$50M

AOCT

$49M

Expense Ratio

XRLX

1.20%

Winner

AOCT

0.79%

Max Drawdown

XRLX

16.36%

Winner

AOCT

3.71%

Sharpe Ratio

XRLX

0.88

Winner

AOCT

1.00

5Y Beta

XRLX

0.68

Winner

AOCT

0.19

XRLX vs AOCT - Historical Returns

Returns include dividend reinvestment.

Period	XRLX	AOCT
1 month	-1.71%	+0.59%
3 months	+3.59%	+1.97%
6 months	+5.53%	+3.31%
1 year	+11.80%	+6.40%
Max(CAGR)	+13.92%	+5.65%

XRLX

-1.71%

Winner

AOCT

+0.59%

Winner

XRLX

+3.59%

AOCT

+1.97%

Winner

XRLX

+5.53%

AOCT

+3.31%

Winner

XRLX

+11.80%

AOCT

+6.40%

Max(CAGR)

Winner

XRLX

+13.92%

AOCT

+5.65%

XRLX vs AOCT - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

Year	XRLX	AOCT
2026	+5.60%	+3.39%
2025	+7.82%	+7.18%
2024	+18.60%	-0.04%
2023	+7.14%	N/A

XRLX vs AOCT Drawdown Comparison

The maximum drawdown for XRLX was -15.33%, occurring on Apr 8, 2025. Recovery took 120 trading sessions.

The maximum drawdown for AOCT was -3.71%, occurring on Apr 8, 2025. Recovery took 60 trading sessions.

The current XRLX drawdown is -2.44%.

Rank	XRLX	AOCT
#1	-15.33% Feb 14, 2025 - Aug 8, 2025	-3.71% Feb 19, 2025 - May 15, 2025
#2	-7.15% Jul 10, 2024 - Sep 19, 2024	-1.65% Feb 10, 2026 - Apr 9, 2026
#3	-6.28% Feb 25, 2026 - Apr 15, 2026	-1.24% Dec 16, 2024 - Jan 23, 2025
#4	-4.48% Mar 22, 2024 - May 15, 2024	-0.88% Oct 16, 2024 - Nov 26, 2024
#5	-4.06% Oct 11, 2023 - Nov 7, 2023	-0.81% Oct 27, 2025 - Nov 28, 2025
#6	-3.62% Dec 16, 2024 - Jan 23, 2025	-0.60% Oct 1, 2024 - Oct 14, 2024
#7	-3.58% Jun 2, 2026 - Jul 20, 2026	-0.54% Jan 16, 2026 - Jan 23, 2026
#8	-3.49% Oct 28, 2025 - Dec 10, 2025	-0.44% May 15, 2025 - May 29, 2025
#9	-1.98% Nov 8, 2024 - Nov 29, 2024	-0.44% Dec 4, 2024 - Dec 16, 2024
#10	-1.92% Oct 14, 2024 - Nov 6, 2024	-0.42% Jul 3, 2025 - Jul 21, 2025
#11	-1.91% Jan 27, 2026 - Feb 25, 2026	-0.37% Oct 6, 2025 - Oct 20, 2025
#12	-1.87% Dec 27, 2023 - Jan 11, 2024	-0.36% Feb 2, 2026 - Feb 9, 2026
#13	-1.79% Jan 23, 2025 - Feb 13, 2025	-0.35% Aug 6, 2025 - Aug 12, 2025
#14	-1.70% Dec 10, 2025 - Dec 23, 2025	-0.34% Aug 13, 2025 - Aug 22, 2025
#15	-1.66% Jan 12, 2026 - Jan 26, 2026	-0.31% Jun 2, 2026 - Jun 12, 2026