XRLX vs BCFN

Comparison between FUNDX CONSERVATIVE ETF (XRLX, ETF) and BARON FINANCIALS ETF (BCFN, ETF).

XRLX vs BCFN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XRLX(ETF)	BCFN(ETF)
Net Assets	$48M	$48M
Expense Ratio	1.20%	0.80%
Max Drawdown	16.36%	20.95%
Sharpe Ratio	0.67	-0.42
5Y Beta	0.67	0.67
P/E Ratio	N/A	22.28
Forward P/E	N/A	19.00
PEG Ratio	N/A	0.38
5Y EPS CAGR	N/A	15.83%
Debt to Equity	N/A	77.55%
P/S Ratio	N/A	4.47
P/B Ratio	N/A	3.97

Net Assets

Winner

XRLX

$48M

BCFN

$48M

Expense Ratio

XRLX

1.20%

Winner

BCFN

0.80%

Max Drawdown

Winner

XRLX

16.36%

BCFN

20.95%

Sharpe Ratio

Winner

XRLX

0.67

BCFN

-0.42

5Y Beta

Winner

XRLX

0.67

BCFN

0.67

P/E Ratio

XRLX

N/A

BCFN

22.28

Forward P/E

XRLX

N/A

BCFN

19.00

PEG Ratio

XRLX

N/A

BCFN

0.38

5Y EPS CAGR

XRLX

N/A

BCFN

15.83%

Debt to Equity

XRLX

N/A

BCFN

77.55%

P/S Ratio

XRLX

N/A

BCFN

4.47

P/B Ratio

XRLX

N/A

BCFN

3.97

XRLX vs BCFN - Holdings Comparison

XRLX and BCFN have 0 common holdings. Overlap is 0.00%

XRLX's top 25 holdings weight is 100.03%. BCFN's top 25 holdings weight is 83.72%.

Rank	XRLX	BCFN
#1	VANGUARD MSTAR GROWTH ETF (VUG) - 9.48%	VISA INC CLASS A (V) - 5.88%
#2	INVESCO S&P 500® TOP 50 ETF (XLG) - 8.33%	MASTERCARD INC CLASS A (MA) - 5.74%
#3	ISHARES CORE 60/40 BALANCED ALLC ETF (AOR) - 6.53%	BANK OF AMERICA CORP (BAC) - 4.96%
#4	ISHARES MSCI USA VALUE FACTOR ETF (VLUE) - 6.44%	JPMORGAN CHASE & CO (JPM) - 4.50%
#5	INVESCO S&P 500® MOMENTUM ETF (SPMO) - 6.27%	CHARLES SCHWAB CORP (SCHW) - 4.36%
#6	INVESCO S&P 500® PURE GROWTH ETF (RPG) - 6.20%	INTERACTIVE BROKERS GROUP INC CLASS A (IBKR) - 4.12%
#7	ISHARES 5-10 YEAR INVMT GRD CORP BD ETF (IGIB) - 5.28%	MORGAN STANLEY (MS) - 4.02%
#8	WISDOMTREE U.S. QUALITY GROWTH ETF (QGRW) - 4.91%	LPL FINANCIAL HOLDINGS INC (LPLA) - 3.84%
#9	JANUS HENDERSON AAA CLO ETF (JAAA) - 4.85%	S&P GLOBAL INC (SPGI) - 3.77%
#10	ISHARES GLOBAL 100 ETF (IOO) - 4.84%	MOODYS CORP (MCO) - 3.65%
#11	ISHARES CORE 30/70 CNSRV ALLC ETF (AOK) - 4.73%	KKR & CO INC ORDINARY SHARES (KKR) - 3.54%
#12	JANUS HENDERSON B-BBB CLO ETF (JBBB) - 4.69%	MSCI INC (MSCI) - 3.42%
#13	VANECK IG FLOATING RATE ETF (FLTR) - 4.68%	MERCADOLIBRE INC (MELI) - 3.13%
#14	NYLI MERGER ARBITRAGE ETF (MNA) - 4.62%	BLACKROCK INC (BLK) - 3.07%
#15	PIMCO BROAD US TIPS ETF (TIPZ) - 4.40%	APOLLO GLOBAL MANAGEMENT INC (APO) - 2.97%
#16	ISHARES MSCI USA MOMENTUM FACTOR ETF (MTUM) - 4.38%	AERCAP HOLDINGS NV (AER) - 2.85%
#17	STATE STREET® SPDR® PORT HI YLD BD ETF (SPHY) - 3.51%	NU HOLDINGS LTD ORDINARY SHARES CLASS A (NU) - 2.84%
#18	PIMCO 0-5 YEAR HIGH YIELD CORP BD ETF (HYS) - 3.51%	CME GROUP INC CLASS A (CME) - 2.78%
#19	ISHARES RUSSELL TOP 200 GROWTH ETF (IWY) - 1.36%	CAPITAL ONE FINANCIAL CORP (COF) - 2.59%
#20	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 1.02%	AMERICAN EXPRESS CO (AXP) - 2.36%
#21	N/A	VERISK ANALYTICS INC (VRSK) - 2.21%
#22	N/A	ARCH CAPITAL GROUP LTD (ACGL) - 2.03%
#23	N/A	HOULIHAN LOKEY INC CLASS A (HLI) - 1.77%
#24	N/A	TRADEWEB MARKETS INC (TW) - 1.66%
#25	N/A	WISE GROUP PLC CLASS A (WSE) - 1.66%
Total Holdings	20	43

XRLX vs BCFN - Historical Returns

Returns include dividend reinvestment.

Period	XRLX	BCFN
1 month	+2.13%	+6.69%
3 months	-0.72%	+13.20%
6 months	+4.56%	+9.65%
1 year	+10.79%	N/A
Max(CAGR)	+13.69%	-5.39%

XRLX

+2.13%

Winner

BCFN

+6.69%

XRLX

-0.72%

Winner

BCFN

+13.20%

XRLX

+4.56%

Winner

BCFN

+9.65%

XRLX

+10.79%

BCFN

N/A

Max(CAGR)

Winner

XRLX

+13.69%

BCFN

-5.39%

XRLX vs BCFN - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

Year	XRLX	BCFN
2026	+6.30%	-3.23%
2025	+7.82%	+0.35%
2024	+18.60%	N/A
2023	+7.14%	N/A

XRLX vs BCFN Drawdown Comparison

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

The maximum drawdown for BCFN was -20.95%, occurring on Mar 27, 2026. This drawdown has not yet recovered.

The current XRLX drawdown is -1.80%. The current BCFN drawdown is -6.49%.

Rank	XRLX	BCFN
#1	-15.33% Feb 14, 2025 - Aug 8, 2025	-20.95% Jan 6, 2026 - Mar 27, 2026
#2	-7.15% Jul 10, 2024 - Sep 19, 2024	-2.69% Dec 26, 2025 - Jan 5, 2026
#3	-6.28% Feb 25, 2026 - Apr 15, 2026	-0.42% Dec 15, 2025 - Dec 19, 2025
#4	-5.67% Jun 2, 2026 - Jul 29, 2026	N/A
#5	-4.48% Mar 22, 2024 - May 15, 2024	N/A
#6	-4.06% Oct 11, 2023 - Nov 7, 2023	N/A
#7	-3.62% Dec 16, 2024 - Jan 23, 2025	N/A
#8	-3.49% Oct 28, 2025 - Dec 10, 2025	N/A
#9	-1.98% Nov 8, 2024 - Nov 29, 2024	N/A
#10	-1.92% Oct 14, 2024 - Nov 6, 2024	N/A
#11	-1.91% Jan 27, 2026 - Feb 25, 2026	N/A
#12	-1.87% Dec 27, 2023 - Jan 11, 2024	N/A
#13	-1.79% Jan 23, 2025 - Feb 13, 2025	N/A
#14	-1.70% Dec 10, 2025 - Dec 23, 2025	N/A
#15	-1.66% Jan 12, 2026 - Jan 26, 2026	N/A