XRLX vs SRHR
Comparison between FUNDX CONSERVATIVE ETF (XRLX, ETF) and SRH REIT COVERED CALL ETF (SRHR, ETF).
XRLX vs SRHR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
XRLX
$52M
SRHR
$52M
Expense Ratio
XRLX
1.20%
Winner
SRHR
0.75%
Max Drawdown
Winner
XRLX
16.36%
SRHR
21.60%
Sharpe Ratio
Winner
XRLX
1.47
SRHR
0.73
5Y Beta
XRLX
0.67
Winner
SRHR
0.57
P/E Ratio
XRLX
N/A
SRHR
41.43
Forward P/E
XRLX
N/A
SRHR
29.15
PEG Ratio
XRLX
N/A
SRHR
0.11
5Y EPS CAGR
XRLX
N/A
SRHR
4.39%
Debt to Equity
XRLX
N/A
SRHR
62.22%
XRLX vs SRHR - Holdings Comparison
XRLX and SRHR have 1 common holdings. Overlap is -0.40%
XRLX's top 25 holdings weight is 100.00%. SRHR's top 25 holdings weight is 100.92%.
| Rank | XRLX | SRHR |
|---|---|---|
| #1 | VANGUARD GROWTH ETF (VUG) - 9.29% | LAMAR ADVERTISING CO CLASS A (LAMR) - 10.87% |
| #2 | INVESCO S&P 500® TOP 50 ETF (XLG) - 8.31% | VENTAS INC (VTR) - 7.49% |
| #3 | ISHARES CORE 60/40 BALANCED ALLC ETF (AOR) - 6.45% | OMEGA HEALTHCARE INVESTORS INC (OHI) - 5.73% |
| #4 | ISHARES MSCI USA VALUE FACTOR ETF (VLUE) - 6.29% | GLOBAL NET LEASE INC (GNL) - 5.32% |
| #5 | INVESCO S&P 500® MOMENTUM ETF (SPMO) - 6.29% | CROWN CASTLE INC (CCI) - 5.20% |
| #6 | INVESCO S&P 500® PURE GROWTH ETF (RPG) - 6.26% | HOST HOTELS & RESORTS INC (HST) - 4.83% |
| #7 | ISHARES 5-10 YEAR INVMT GRD CORP BD ETF (IGIB) - 5.37% | FIRST INDUSTRIAL REALTY TRUST INC (FR) - 4.37% |
| #8 | ISHARES INTERNATIONAL SELECT DIV ETF (IDV) - 5.11% | HEALTHPEAK PROPERTIES INC (DOC) - 4.28% |
| #9 | ISHARES BROAD USD INVM GRD CORP BD ETF (USIG) - 4.92% | HIGHWOODS PROPERTIES INC (HIW) - 4.22% |
| #10 | JANUS HENDERSON AAA CLO ETF (JAAA) - 4.89% | NEXPOINT RESIDENTIAL TRUST INC (NXRT) - 4.03% |
| #11 | ISHARES MSCI EAFE VALUE ETF (EFV) - 4.75% | COUSINS PROPERTIES INC (CUZ) - 3.86% |
| #12 | ISHARES CORE 30/70 CNSRV ALLC ETF (AOK) - 4.73% | SMARTSTOP SELF STORAGE REIT INC ORDINARY SHARES (SMA) - 3.85% |
| #13 | ISHARES GLOBAL 100 ETF (IOO) - 4.67% | SUN COMMUNITIES INC (SUI) - 3.79% |
| #14 | NYLI MERGER ARBITRAGE ETF (MNA) - 4.63% | BRIXMOR PROPERTY GROUP INC (BRX) - 3.79% |
| #15 | PIMCO BROAD US TIPS ETF (TIPZ) - 4.52% | INVITATION HOMES INC (INVH) - 3.72% |
| #16 | PIMCO ACTIVE BOND ETF (BOND) - 4.47% | ALEXANDRIA REAL ESTATE EQUITIES INC (ARE) - 3.51% |
| #17 | PIMCO 0-5 YEAR HIGH YIELD CORP BD ETF (HYS) - 3.55% | EXTRA SPACE STORAGE INC (EXR) - 3.43% |
| #18 | STATE STREET® SPDR® PORT HI YLD BD ETF (SPHY) - 3.55% | CURBLINE PROPERTIES CORP (CURB) - 3.40% |
| #19 | ISHARES RUSSELL TOP 200 GROWTH ETF (IWY) - 1.38% | EASTGROUP PROPERTIES INC (EGP) - 2.85% |
| #20 | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.59% | LINEAGE INC REIT (LINE) - 2.84% |
| #21 | US DOLLARS (n/a) - 0.00% | REXFORD INDUSTRIAL REALTY INC (REXR) - 2.66% |
| #22 | OTHER ASSETS AND LIABILITIES (n/a) - -0.02% | MILLROSE PROPERTIES INC CLASS A (MRP) - 2.42% |
| #23 | N/A | APPLE HOSPITALITY REIT INC (APLE) - 2.23% |
| #24 | N/A | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 2.07% |
| #25 | N/A | INVESCO SHRT-TRM INV GOV&AGCY INSTL (AGPXX) - 0.16% |
| Total Holdings | 22 | 34 |
XRLX vs SRHR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
XRLX
+2.13%
SRHR
+1.65%
3M
Winner
XRLX
+9.63%
SRHR
+8.12%
6M
XRLX
+8.38%
Winner
SRHR
+12.97%
1Y
Winner
XRLX
+17.41%
SRHR
+12.75%
Max(CAGR)
Winner
XRLX
+15.17%
SRHR
+11.72%
XRLX vs SRHR - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | XRLX | SRHR |
|---|---|---|
| 2026 | +7.47% | +12.22% |
| 2025 | +7.82% | -0.02% |
| 2024 | +18.60% | +3.31% |
| 2023 | +7.14% | +15.83% |
XRLX vs SRHR Drawdown Comparison
The maximum drawdown for XRLX was -15.33%, occurring on Apr 8, 2025. Recovery took 120 trading sessions.
The maximum drawdown for SRHR was -18.68%, occurring on Apr 8, 2025. Recovery took 404 trading sessions.
The current XRLX drawdown is -0.72%. The current SRHR drawdown is -2.46%.
| Rank | XRLX | SRHR |
|---|---|---|
| #1 | -15.33% Feb 14, 2025 - Aug 8, 2025 | -18.68% Sep 24, 2024 - May 6, 2026 |
| #2 | -7.15% Jul 10, 2024 - Sep 19, 2024 | -8.79% Mar 8, 2024 - Jul 12, 2024 |
| #3 | -6.28% Feb 25, 2026 - Apr 15, 2026 | -4.97% Dec 28, 2023 - Mar 6, 2024 |
| #4 | -4.48% Mar 22, 2024 - May 15, 2024 | -4.12% Jul 30, 2024 - Aug 14, 2024 |
| #5 | -4.06% Oct 11, 2023 - Nov 7, 2023 | -3.21% Nov 3, 2023 - Nov 14, 2023 |
| #6 | -3.62% Dec 16, 2024 - Jan 23, 2025 | -3.01% Jun 12, 2026 - Jun 17, 2026 |
| #7 | -3.49% Oct 28, 2025 - Dec 10, 2025 | -2.94% May 8, 2026 - May 22, 2026 |
| #8 | -3.41% Jun 2, 2026 - Jun 10, 2026 | -2.42% May 27, 2026 - Jun 9, 2026 |
| #9 | -1.98% Nov 8, 2024 - Nov 29, 2024 | -2.04% Jul 23, 2024 - Jul 29, 2024 |
| #10 | -1.92% Oct 14, 2024 - Nov 6, 2024 | -1.62% Aug 30, 2024 - Sep 13, 2024 |
| #11 | -1.91% Jan 27, 2026 - Feb 25, 2026 | -1.52% Dec 14, 2023 - Dec 27, 2023 |
| #12 | -1.87% Dec 27, 2023 - Jan 11, 2024 | -1.36% Jul 17, 2024 - Jul 23, 2024 |
| #13 | -1.79% Jan 23, 2025 - Feb 13, 2025 | -1.31% Dec 1, 2023 - Dec 12, 2023 |
| #14 | -1.70% Dec 10, 2025 - Dec 23, 2025 | -0.82% Nov 20, 2023 - Nov 24, 2023 |
| #15 | -1.66% Jan 12, 2026 - Jan 26, 2026 | -0.68% Nov 15, 2023 - Nov 20, 2023 |
Correlation
Correlation between XRLX and SRHR is 0.77 which considered as a strong positive correlation - the stocks tend to move together.
0.77
-101
Dividend Comparison (2023 - 2026)
XRLX vs SRHR dividend yield comparison.
| Year | XRLX | SRHR |
|---|---|---|
| 2026 | 0.00% | 2.55% |
| 2025 | 2.77% | 7.07% |
| 2024 | 1.66% | 6.90% |
| 2023 | 1.68% | 0.95% |
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