XRLX vs MSTI
Comparison between FUNDX CONSERVATIVE ETF (XRLX, ETF) and MADISON SHORT-TERM STRATEGIC INCOME ETF (MSTI, ETF).
XRLX vs MSTI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XRLX
$51M
Winner
MSTI
$51M
Expense Ratio
XRLX
1.20%
Winner
MSTI
0.36%
Max Drawdown
XRLX
16.36%
Winner
MSTI
2.93%
Sharpe Ratio
Winner
XRLX
1.29
MSTI
0.08
5Y Beta
XRLX
0.67
Winner
MSTI
0.04
XRLX vs MSTI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
XRLX
+1.47%
MSTI
-0.08%
3M
Winner
XRLX
+5.65%
MSTI
-0.11%
6M
Winner
XRLX
+5.65%
MSTI
+0.89%
1Y
Winner
XRLX
+15.51%
MSTI
+4.07%
Max(CAGR)
Winner
XRLX
+14.54%
MSTI
+5.77%
XRLX vs MSTI - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | XRLX | MSTI |
|---|---|---|
| 2026 | +5.40% | +0.43% |
| 2025 | +7.82% | +6.12% |
| 2024 | +18.60% | +5.14% |
| 2023 | +7.14% | +4.14% |
XRLX vs MSTI Drawdown Comparison
The maximum drawdown for XRLX was -15.33%, occurring on Apr 8, 2025. Recovery took 120 trading sessions.
The maximum drawdown for MSTI was -1.48%, occurring on Oct 19, 2023. Recovery took 37 trading sessions.
The current XRLX drawdown is -2.64%. The current MSTI drawdown is -0.48%.
| Rank | XRLX | MSTI |
|---|---|---|
| #1 | -15.33% Feb 14, 2025 - Aug 8, 2025 | -1.48% Sep 13, 2023 - Nov 3, 2023 |
| #2 | -7.15% Jul 10, 2024 - Sep 19, 2024 | -1.32% Feb 20, 2026 - May 1, 2026 |
| #3 | -6.28% Feb 25, 2026 - Apr 15, 2026 | -1.22% Oct 2, 2024 - Jan 24, 2025 |
| #4 | -4.48% Mar 22, 2024 - May 15, 2024 | -1.07% Apr 3, 2025 - Apr 25, 2025 |
| #5 | -4.06% Oct 11, 2023 - Nov 7, 2023 | -1.07% Mar 27, 2024 - May 3, 2024 |
| #6 | -3.62% Dec 16, 2024 - Jan 23, 2025 | -0.97% Feb 1, 2024 - Mar 8, 2024 |
| #7 | -3.49% Oct 28, 2025 - Dec 10, 2025 | -0.81% May 1, 2026 - May 19, 2026 |
| #8 | -2.64% Jun 2, 2026 - Jun 5, 2026 | -0.67% Sep 23, 2025 - Oct 21, 2025 |
| #9 | -1.98% Nov 8, 2024 - Nov 29, 2024 | -0.65% Apr 30, 2025 - May 19, 2025 |
| #10 | -1.92% Oct 14, 2024 - Nov 6, 2024 | -0.62% Dec 27, 2023 - Jan 11, 2024 |
| #11 | -1.91% Jan 27, 2026 - Feb 25, 2026 | -0.56% Jan 12, 2024 - Feb 1, 2024 |
| #12 | -1.87% Dec 27, 2023 - Jan 11, 2024 | -0.49% Mar 11, 2024 - Mar 27, 2024 |
| #13 | -1.79% Jan 23, 2025 - Feb 13, 2025 | -0.49% May 19, 2025 - May 29, 2025 |
| #14 | -1.70% Dec 10, 2025 - Dec 23, 2025 | -0.46% Feb 4, 2025 - Feb 21, 2025 |
| #15 | -1.66% Jan 12, 2026 - Jan 26, 2026 | -0.41% Jul 22, 2025 - Aug 1, 2025 |
Correlation
Correlation between XRLX and MSTI is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2023 - 2026)
XRLX vs MSTI dividend yield comparison.
| Year | XRLX | MSTI |
|---|---|---|
| 2026 | 0.00% | 1.79% |
| 2025 | 2.77% | 5.40% |
| 2024 | 1.66% | 5.48% |
| 2023 | 1.68% | 1.55% |
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