XRLX vs OARK
Comparison between FUNDX CONSERVATIVE ETF (XRLX, ETF) and YIELDMAX(R) INNOVATION OPTION INCOME STRATEGY ETF (OARK, ETF).
XRLX vs OARK - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
XRLX vs OARK - Holdings Comparison
XRLX and OARK have 0 common holdings. Overlap is 0.00%
XRLX's top 25 holdings weight is 101.48%. OARK's top 25 holdings weight is 0.39%.
| Rank | XRLX | OARK |
|---|---|---|
| #1 | VANGUARD GROWTH ETF (VUG) - 9.46% | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.39% |
| #2 | INVESCO S&P 500® TOP 50 ETF (XLG) - 8.44% | N/A |
| #3 | ISHARES CORE 60/40 BALANCED ALLC ETF (AOR) - 6.45% | N/A |
| #4 | INVESCO S&P 500® MOMENTUM ETF (SPMO) - 6.30% | N/A |
| #5 | INVESCO S&P 500® PURE GROWTH ETF (RPG) - 6.26% | N/A |
| #6 | ISHARES MSCI USA VALUE FACTOR ETF (VLUE) - 6.20% | N/A |
| #7 | ISHARES 5-10 YEAR INVMT GRD CORP BD ETF (IGIB) - 5.33% | N/A |
| #8 | ISHARES INTERNATIONAL SELECT DIV ETF (IDV) - 5.22% | N/A |
| #9 | ISHARES BROAD USD INVM GRD CORP BD ETF (USIG) - 4.87% | N/A |
| #10 | JANUS HENDERSON AAA CLO ETF (JAAA) - 4.84% | N/A |
| #11 | ISHARES MSCI EAFE VALUE ETF (EFV) - 4.81% | N/A |
| #12 | ISHARES GLOBAL 100 ETF (IOO) - 4.74% | N/A |
| #13 | ISHARES CORE 30/70 CNSRV ALLC ETF (AOK) - 4.71% | N/A |
| #14 | NYLI MERGER ARBITRAGE ETF (MNA) - 4.57% | N/A |
| #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 | 1 |
XRLX vs OARK - Historical Returns
Returns include dividend reinvestment.
XRLX vs OARK - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | XRLX | OARK |
|---|---|---|
| 2026 | +5.40% | +0.17% |
| 2025 | +7.82% | +20.16% |
| 2024 | +18.60% | +11.10% |
| 2023 | +7.14% | +23.15% |
| 2022 | N/A | -9.11% |
XRLX vs OARK Drawdown Comparison
The maximum drawdown for XRLX was -15.33%, occurring on Apr 8, 2025. Recovery took 120 trading sessions.
The maximum drawdown for OARK was -35.40%, occurring on Apr 8, 2025. Recovery took 98 trading sessions.
The current XRLX drawdown is -2.64%. The current OARK drawdown is -10.60%.
| Rank | XRLX | OARK |
|---|---|---|
| #1 | -15.33% Feb 14, 2025 - Aug 8, 2025 | -35.40% Feb 14, 2025 - Jul 9, 2025 |
| #2 | -7.15% Jul 10, 2024 - Sep 19, 2024 | -27.22% Jul 31, 2023 - Nov 8, 2024 |
| #3 | -6.28% Feb 25, 2026 - Apr 15, 2026 | -23.08% Oct 27, 2025 - Mar 30, 2026 |
| #4 | -4.48% Mar 22, 2024 - May 15, 2024 | -19.73% Feb 2, 2023 - Jul 3, 2023 |
| #5 | -4.06% Oct 11, 2023 - Nov 7, 2023 | -18.57% Dec 2, 2022 - Feb 2, 2023 |
| #6 | -3.62% Dec 16, 2024 - Jan 23, 2025 | -8.56% Dec 17, 2024 - Jan 30, 2025 |
| #7 | -3.49% Oct 28, 2025 - Dec 10, 2025 | -6.46% Nov 11, 2024 - Nov 29, 2024 |
| #8 | -2.64% Jun 2, 2026 - Jun 5, 2026 | -6.41% Jul 18, 2025 - Aug 13, 2025 |
| #9 | -1.98% Nov 8, 2024 - Nov 29, 2024 | -4.72% Aug 13, 2025 - Sep 11, 2025 |
| #10 | -1.92% Oct 14, 2024 - Nov 6, 2024 | -4.59% Oct 8, 2025 - Oct 27, 2025 |
| #11 | -1.91% Jan 27, 2026 - Feb 25, 2026 | -4.03% Sep 22, 2025 - Oct 1, 2025 |
| #12 | -1.87% Dec 27, 2023 - Jan 11, 2024 | -3.21% Jul 19, 2023 - Jul 28, 2023 |
| #13 | -1.79% Jan 23, 2025 - Feb 13, 2025 | -2.77% Feb 5, 2025 - Feb 13, 2025 |
| #14 | -1.70% Dec 10, 2025 - Dec 23, 2025 | -2.64% Jul 5, 2023 - Jul 10, 2023 |
| #15 | -1.66% Jan 12, 2026 - Jan 26, 2026 | -2.61% Jan 30, 2025 - Feb 5, 2025 |
Correlation
Correlation between XRLX and OARK is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2023 - 2026)
XRLX vs OARK dividend yield comparison.
| Year | XRLX | OARK |
|---|---|---|
| 2026 | 0.00% | 22.08% |
| 2025 | 2.77% | 61.86% |
| 2024 | 1.66% | 47.86% |
| 2023 | 1.68% | 45.03% |
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