XRLX vs CARZ
Comparison between FUNDX CONSERVATIVE ETF (XRLX, ETF) and FIRST TRUST S-NETWORK FUTURE VEHICLES & TECHNOLOGY ETF (CARZ, ETF).
XRLX vs CARZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XRLX
$51M
CARZ
$51M
Expense Ratio
XRLX
1.20%
Winner
CARZ
0.70%
Max Drawdown
Winner
XRLX
16.36%
CARZ
53.93%
Sharpe Ratio
XRLX
1.29
Winner
CARZ
2.41
5Y Beta
Winner
XRLX
0.67
CARZ
1.44
P/E Ratio
XRLX
N/A
CARZ
149.35
Forward P/E
XRLX
N/A
CARZ
27.90
PEG Ratio
XRLX
N/A
CARZ
0.16
5Y Dividends CAGR
XRLX
N/A
CARZ
34.06%
5Y EPS CAGR
XRLX
N/A
CARZ
22.71%
P/S Ratio
XRLX
N/A
CARZ
2.96
P/B Ratio
XRLX
N/A
CARZ
7.35
XRLX vs CARZ - Holdings Comparison
XRLX and CARZ have 1 common holdings. Overlap is -0.01%
XRLX's top 25 holdings weight is 101.48%. CARZ's top 25 holdings weight is 67.52%.
| Rank | XRLX | CARZ |
|---|---|---|
| #1 | VANGUARD GROWTH ETF (VUG) - 9.46% | INTEL CORP (INTC) - 6.53% |
| #2 | INVESCO S&P 500® TOP 50 ETF (XLG) - 8.44% | ADVANCED MICRO DEVICES INC (AMD) - 6.37% |
| #3 | ISHARES CORE 60/40 BALANCED ALLC ETF (AOR) - 6.45% | MICRON TECHNOLOGY INC (MU) - 6.03% |
| #4 | INVESCO S&P 500® MOMENTUM ETF (SPMO) - 6.30% | SAMSUNG ELECTRONICS CO LTD (n/a) - 4.83% |
| #5 | INVESCO S&P 500® PURE GROWTH ETF (RPG) - 6.26% | ALPHABET INC CLASS A (GOOGL) - 4.43% |
| #6 | ISHARES MSCI USA VALUE FACTOR ETF (VLUE) - 6.20% | NVIDIA CORP (NVDA) - 4.36% |
| #7 | ISHARES 5-10 YEAR INVMT GRD CORP BD ETF (IGIB) - 5.33% | TESLA INC (TSLA) - 4.25% |
| #8 | ISHARES INTERNATIONAL SELECT DIV ETF (IDV) - 5.22% | APPLE INC (AAPL) - 4.18% |
| #9 | ISHARES BROAD USD INVM GRD CORP BD ETF (USIG) - 4.87% | MICROSOFT CORP (MSFT) - 4.07% |
| #10 | JANUS HENDERSON AAA CLO ETF (JAAA) - 4.84% | n/a (TSM) - 3.91% |
| #11 | ISHARES MSCI EAFE VALUE ETF (EFV) - 4.81% | TEXAS INSTRUMENTS INC (TXN) - 2.52% |
| #12 | ISHARES GLOBAL 100 ETF (IOO) - 4.74% | MAXLINEAR INC (MXL) - 1.93% |
| #13 | ISHARES CORE 30/70 CNSRV ALLC ETF (AOK) - 4.71% | QUALCOMM INC (QCOM) - 1.91% |
| #14 | NYLI MERGER ARBITRAGE ETF (MNA) - 4.57% | ANALOG DEVICES INC (ADI) - 1.85% |
| #15 | PIMCO BROAD US TIPS ETF (TIPZ) - 4.52% | SCHNEIDER ELECTRIC SE (n/a) - 1.53% |
| #16 | PIMCO ACTIVE BOND ETF (BOND) - 4.43% | TOYOTA MOTOR CORP (n/a) - 1.53% |
| #17 | STATE STREET® SPDR® PORT HI YLD BD ETF (SPHY) - 3.52% | MARVELL TECHNOLOGY INC (MRVL) - 1.41% |
| #18 | PIMCO 0-5 YEAR HIGH YIELD CORP BD ETF (HYS) - 3.52% | INFINEON TECHNOLOGIES AG (n/a) - 0.89% |
| #19 | US DOLLARS (n/a) - 1.89% | CUMMINS INC (CMI) - 0.83% |
| #20 | ISHARES RUSSELL TOP 200 GROWTH ETF (IWY) - 1.40% | AMS-OSRAM AG (n/a) - 0.78% |
| #21 | N/A | AURORA INNOVATION INC CLASS A (AUR) - 0.70% |
| #22 | N/A | SITIME CORP ORDINARY SHARES (SITM) - 0.69% |
| #23 | N/A | NXP SEMICONDUCTORS NV (NXPI) - 0.68% |
| #24 | N/A | SYNAPTICS INC (SYNA) - 0.68% |
| #25 | N/A | ON SEMICONDUCTOR CORP (ON) - 0.63% |
| Total Holdings | 20 | 108 |
XRLX vs CARZ - Historical Returns
Returns include dividend reinvestment.
1M
XRLX
+1.47%
Winner
CARZ
+4.36%
3M
XRLX
+5.65%
Winner
CARZ
+33.55%
6M
XRLX
+5.65%
Winner
CARZ
+43.07%
1Y
XRLX
+15.51%
Winner
CARZ
+95.28%
5Y(CAGR)
XRLX
N/A
CARZ
+13.91%
10Y(CAGR)
XRLX
N/A
CARZ
+15.20%
Max(CAGR)
Winner
XRLX
+14.54%
CARZ
+10.83%
XRLX vs CARZ - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | XRLX | CARZ |
|---|---|---|
| 2026 | +5.40% | +37.96% |
| 2025 | +7.82% | +38.39% |
| 2024 | +18.60% | +6.21% |
| 2023 | +7.14% | +43.01% |
| 2022 | N/A | -32.84% |
| 2021 | N/A | +17.65% |
| 2020 | N/A | +52.44% |
| 2019 | N/A | +12.28% |
| 2018 | N/A | -24.52% |
| 2017 | N/A | +23.29% |
| 2016 | N/A | +0.23% |
| 2015 | N/A | -0.33% |
| 2014 | N/A | -2.57% |
| 2013 | N/A | +35.73% |
| 2012 | N/A | +25.00% |
| 2011 | N/A | -24.17% |
XRLX vs CARZ Drawdown Comparison
The maximum drawdown for XRLX was -15.33%, occurring on Apr 8, 2025. Recovery took 120 trading sessions.
The maximum drawdown for CARZ was -51.18%, occurring on Mar 18, 2020. Recovery took 703 trading sessions.
The current XRLX drawdown is -2.64%. The current CARZ drawdown is -10.20%.
| Rank | XRLX | CARZ |
|---|---|---|
| #1 | -15.33% Feb 14, 2025 - Aug 8, 2025 | -51.18% Jan 23, 2018 - Nov 5, 2020 |
| #2 | -7.15% Jul 10, 2024 - Sep 19, 2024 | -40.33% Nov 4, 2021 - Jul 2, 2025 |
| #3 | -6.28% Feb 25, 2026 - Apr 15, 2026 | -33.03% Jul 7, 2011 - Mar 11, 2013 |
| #4 | -4.48% Mar 22, 2024 - May 15, 2024 | -31.17% Apr 27, 2015 - Sep 19, 2017 |
| #5 | -4.06% Oct 11, 2023 - Nov 7, 2023 | -16.13% Jul 3, 2014 - Apr 10, 2015 |
| #6 | -3.62% Dec 16, 2024 - Jan 23, 2025 | -14.44% Feb 25, 2026 - Apr 13, 2026 |
| #7 | -3.49% Oct 28, 2025 - Dec 10, 2025 | -10.94% May 21, 2013 - Jul 12, 2013 |
| #8 | -2.64% Jun 2, 2026 - Jun 5, 2026 | -10.49% Oct 29, 2025 - Dec 10, 2025 |
| #9 | -1.98% Nov 8, 2024 - Nov 29, 2024 | -10.20% Jun 2, 2026 - Jun 5, 2026 |
| #10 | -1.92% Oct 14, 2024 - Nov 6, 2024 | -9.92% Jun 4, 2021 - Oct 22, 2021 |
| #11 | -1.91% Jan 27, 2026 - Feb 25, 2026 | -9.89% Apr 5, 2021 - Jun 1, 2021 |
| #12 | -1.87% Dec 27, 2023 - Jan 11, 2024 | -8.51% Jan 22, 2014 - Mar 6, 2014 |
| #13 | -1.79% Jan 23, 2025 - Feb 13, 2025 | -8.12% Feb 9, 2021 - Apr 5, 2021 |
| #14 | -1.70% Dec 10, 2025 - Dec 23, 2025 | -7.14% Jan 21, 2021 - Feb 5, 2021 |
| #15 | -1.66% Jan 12, 2026 - Jan 26, 2026 | -6.94% Mar 31, 2014 - Jun 26, 2014 |
Correlation
Correlation between XRLX and CARZ is 0.83 which considered as a strong positive correlation - the stocks tend to move together.
0.83
-101
Dividend Comparison (2011 - 2025)
XRLX vs CARZ dividend yield comparison.
| Year | XRLX | CARZ |
|---|---|---|
| 2025 | 2.77% | 2.13% |
| 2024 | 1.66% | 1.17% |
| 2023 | 1.68% | 1.40% |
| 2022 | 0.00% | 1.59% |
| 2021 | 0.00% | 2.25% |
| 2020 | 0.00% | 0.63% |
| 2019 | 0.00% | 3.23% |
| 2018 | 0.00% | 2.85% |
| 2017 | 0.00% | 2.11% |
| 2016 | 0.00% | 2.47% |
| 2015 | 0.00% | 1.64% |
| 2014 | 0.00% | 1.70% |
| 2013 | 0.00% | 0.73% |
| 2012 | 0.00% | 0.78% |
| 2011 | 0.00% | 0.31% |
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