XRLX vs EDGI
Comparison between FUNDX CONSERVATIVE ETF (XRLX, ETF) and 3EDGE DYNAMIC INTERNATIONAL EQUITY ETF (EDGI, ETF).
XRLX vs EDGI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
XRLX
$51M
EDGI
$51M
Expense Ratio
XRLX
1.20%
Winner
EDGI
0.97%
Max Drawdown
XRLX
16.36%
Winner
EDGI
15.03%
Sharpe Ratio
Winner
XRLX
1.29
EDGI
1.05
5Y Beta
Winner
XRLX
0.67
EDGI
0.71
XRLX vs EDGI - Holdings Comparison
XRLX and EDGI have 0 common holdings. Overlap is 0.00%
XRLX's top 25 holdings weight is 101.48%. EDGI's top 25 holdings weight is 99.99%.
| Rank | XRLX | EDGI |
|---|---|---|
| #1 | VANGUARD GROWTH ETF (VUG) - 9.46% | SEI SELECT INTERNATIONAL EQUITY ETF (SEIE) - 22.51% |
| #2 | INVESCO S&P 500® TOP 50 ETF (XLG) - 8.44% | FRANKLIN FTSE JAPAN ETF (FLJP) - 15.54% |
| #3 | ISHARES CORE 60/40 BALANCED ALLC ETF (AOR) - 6.45% | SEI SELECT EMERGING MARKETS EQUITY ETF (SEEM) - 14.48% |
| #4 | INVESCO S&P 500® MOMENTUM ETF (SPMO) - 6.30% | JPMORGAN BETABUILDERS JAPAN ETF (BBJP) - 13.18% |
| #5 | INVESCO S&P 500® PURE GROWTH ETF (RPG) - 6.26% | ISHARES MSCI GERMANY ETF (EWG) - 8.61% |
| #6 | ISHARES MSCI USA VALUE FACTOR ETF (VLUE) - 6.20% | STATE STREET® SPDR® EURO STOXX 50® ETF (FEZ) - 6.47% |
| #7 | ISHARES 5-10 YEAR INVMT GRD CORP BD ETF (IGIB) - 5.33% | ISHARES MSCI EUROPE SMALL-CAP ETF (IEUS) - 6.37% |
| #8 | ISHARES INTERNATIONAL SELECT DIV ETF (IDV) - 5.22% | INNOVATOR EMERGING POWER BFFR ETF JULY (EJUL) - 4.66% |
| #9 | ISHARES BROAD USD INVM GRD CORP BD ETF (USIG) - 4.87% | WISDOMTREE EUROPE SMALLCAP DIVIDEND ETF (DFE) - 2.94% |
| #10 | JANUS HENDERSON AAA CLO ETF (JAAA) - 4.84% | ISHARES MSCI JAPAN SMALL-CAP ETF (SCJ) - 2.71% |
| #11 | ISHARES MSCI EAFE VALUE ETF (EFV) - 4.81% | ISHARES MSCI GLOBAL GOLD MINERS ETF (RING) - 1.88% |
| #12 | ISHARES GLOBAL 100 ETF (IOO) - 4.74% | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.50% |
| #13 | ISHARES CORE 30/70 CNSRV ALLC ETF (AOK) - 4.71% | STATE STREET® SPDR® MSCI ACWI EX-US ETF (CWI) - 0.08% |
| #14 | NYLI MERGER ARBITRAGE ETF (MNA) - 4.57% | INNOVATOR INTL DEV 10 BUFFR ETF-QT (IBUF) - 0.06% |
| #15 | PIMCO BROAD US TIPS ETF (TIPZ) - 4.52% | N/A |
| #16 | PIMCO ACTIVE BOND ETF (BOND) - 4.43% | N/A |
| #17 | STATE STREET® SPDR® PORT HI YLD BD ETF (SPHY) - 3.52% | N/A |
| #18 | PIMCO 0-5 YEAR HIGH YIELD CORP BD ETF (HYS) - 3.52% | N/A |
| #19 | US DOLLARS (n/a) - 1.89% | N/A |
| #20 | ISHARES RUSSELL TOP 200 GROWTH ETF (IWY) - 1.40% | N/A |
| #21 | N/A | N/A |
| #22 | N/A | N/A |
| #23 | N/A | N/A |
| #24 | N/A | N/A |
| #25 | N/A | N/A |
| Total Holdings | 20 | 14 |
XRLX vs EDGI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
XRLX
+1.47%
EDGI
+0.15%
3M
Winner
XRLX
+5.65%
EDGI
+3.38%
6M
XRLX
+5.65%
Winner
EDGI
+8.23%
1Y
XRLX
+15.51%
Winner
EDGI
+20.50%
Max(CAGR)
XRLX
+14.54%
Winner
EDGI
+14.57%
XRLX vs EDGI - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | XRLX | EDGI |
|---|---|---|
| 2026 | +5.40% | +5.46% |
| 2025 | +7.82% | +26.58% |
| 2024 | +18.60% | -7.10% |
| 2023 | +7.14% | N/A |
XRLX vs EDGI Drawdown Comparison
The maximum drawdown for XRLX was -15.33%, occurring on Apr 8, 2025. Recovery took 120 trading sessions.
The maximum drawdown for EDGI was -14.52%, occurring on Apr 8, 2025. Recovery took 143 trading sessions.
The current XRLX drawdown is -2.64%. The current EDGI drawdown is -4.21%.
| Rank | XRLX | EDGI |
|---|---|---|
| #1 | -15.33% Feb 14, 2025 - Aug 8, 2025 | -14.52% Oct 4, 2024 - May 2, 2025 |
| #2 | -7.15% Jul 10, 2024 - Sep 19, 2024 | -12.84% Feb 25, 2026 - Mar 27, 2026 |
| #3 | -6.28% Feb 25, 2026 - Apr 15, 2026 | -4.80% Nov 12, 2025 - Dec 10, 2025 |
| #4 | -4.48% Mar 22, 2024 - May 15, 2024 | -3.90% Jul 23, 2025 - Aug 12, 2025 |
| #5 | -4.06% Oct 11, 2023 - Nov 7, 2023 | -3.71% Oct 6, 2025 - Oct 20, 2025 |
| #6 | -3.62% Dec 16, 2024 - Jan 23, 2025 | -2.43% Jun 12, 2025 - Jun 26, 2025 |
| #7 | -3.49% Oct 28, 2025 - Dec 10, 2025 | -2.22% Oct 28, 2025 - Nov 12, 2025 |
| #8 | -2.64% Jun 2, 2026 - Jun 5, 2026 | -2.21% Jan 27, 2026 - Feb 6, 2026 |
| #9 | -1.98% Nov 8, 2024 - Nov 29, 2024 | -1.88% Aug 22, 2025 - Sep 8, 2025 |
| #10 | -1.92% Oct 14, 2024 - Nov 6, 2024 | -1.58% Dec 11, 2025 - Dec 22, 2025 |
| #11 | -1.91% Jan 27, 2026 - Feb 25, 2026 | -1.34% Feb 11, 2026 - Feb 24, 2026 |
| #12 | -1.87% Dec 27, 2023 - Jan 11, 2024 | -1.31% Sep 22, 2025 - Oct 1, 2025 |
| #13 | -1.79% Jan 23, 2025 - Feb 13, 2025 | -1.29% Jan 12, 2026 - Jan 22, 2026 |
| #14 | -1.70% Dec 10, 2025 - Dec 23, 2025 | -1.24% Jul 3, 2025 - Jul 22, 2025 |
| #15 | -1.66% Jan 12, 2026 - Jan 26, 2026 | -1.22% Oct 20, 2025 - Oct 27, 2025 |
Correlation
Correlation between XRLX and EDGI is 0.90 which considered as a strong positive correlation - the stocks tend to move together.
0.90
-101
Dividend Comparison (2023 - 2025)
XRLX vs EDGI dividend yield comparison.
| Year | XRLX | EDGI |
|---|---|---|
| 2025 | 2.77% | 1.97% |
| 2024 | 1.66% | 0.61% |
| 2023 | 1.68% | 0.00% |
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