XRLX vs THTA
Comparison between FUNDX CONSERVATIVE ETF (XRLX, ETF) and SOFI ENHANCED YIELD ETF (THTA, ETF).
XRLX vs THTA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
XRLX
$50M
THTA
$49M
Expense Ratio
XRLX
1.20%
Winner
THTA
0.65%
Max Drawdown
Winner
XRLX
16.36%
THTA
35.63%
Sharpe Ratio
XRLX
0.88
Winner
THTA
1.96
5Y Beta
Winner
XRLX
0.68
THTA
0.70
XRLX vs THTA - Historical Returns
Returns include dividend reinvestment.
1M
XRLX
-1.71%
Winner
THTA
+0.77%
3M
Winner
XRLX
+3.59%
THTA
+3.30%
6M
XRLX
+5.53%
Winner
THTA
+8.10%
1Y
XRLX
+11.80%
Winner
THTA
+16.30%
Max(CAGR)
Winner
XRLX
+13.92%
THTA
+2.04%
XRLX vs THTA - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | XRLX | THTA |
|---|---|---|
| 2026 | +5.60% | +8.50% |
| 2025 | +7.82% | -10.33% |
| 2024 | +18.60% | +7.11% |
| 2023 | +7.14% | +1.04% |
XRLX vs THTA Drawdown Comparison
The maximum drawdown for XRLX was -15.33%, occurring on Apr 8, 2025. Recovery took 120 trading sessions.
The maximum drawdown for THTA was -31.41%, occurring on Apr 4, 2025. This drawdown has not yet recovered.
The current XRLX drawdown is -2.44%. The current THTA drawdown is -5.39%.
| Rank | XRLX | THTA |
|---|---|---|
| #1 | -15.33% Feb 14, 2025 - Aug 8, 2025 | -31.41% Mar 21, 2025 - Apr 4, 2025 |
| #2 | -7.15% Jul 10, 2024 - Sep 19, 2024 | -11.94% Jul 31, 2024 - Jan 22, 2025 |
| #3 | -6.28% Feb 25, 2026 - Apr 15, 2026 | -4.82% Feb 26, 2025 - Mar 17, 2025 |
| #4 | -4.48% Mar 22, 2024 - May 15, 2024 | -1.41% Apr 15, 2024 - Apr 22, 2024 |
| #5 | -4.06% Oct 11, 2023 - Nov 7, 2023 | -1.19% Jul 22, 2024 - Jul 29, 2024 |
| #6 | -3.62% Dec 16, 2024 - Jan 23, 2025 | -1.06% Jan 17, 2024 - Jan 31, 2024 |
| #7 | -3.58% Jun 2, 2026 - Jul 20, 2026 | -0.59% Feb 1, 2024 - Feb 5, 2024 |
| #8 | -3.49% Oct 28, 2025 - Dec 10, 2025 | -0.33% Dec 6, 2023 - Dec 18, 2023 |
| #9 | -1.98% Nov 8, 2024 - Nov 29, 2024 | -0.26% May 28, 2024 - May 31, 2024 |
| #10 | -1.92% Oct 14, 2024 - Nov 6, 2024 | -0.26% Jan 31, 2025 - Feb 4, 2025 |
| #11 | -1.91% Jan 27, 2026 - Feb 25, 2026 | -0.25% Mar 13, 2024 - Mar 18, 2024 |
| #12 | -1.87% Dec 27, 2023 - Jan 11, 2024 | -0.25% Jul 15, 2024 - Jul 22, 2024 |
| #13 | -1.79% Jan 23, 2025 - Feb 13, 2025 | -0.17% Feb 24, 2025 - Feb 26, 2025 |
| #14 | -1.70% Dec 10, 2025 - Dec 23, 2025 | -0.16% May 14, 2024 - May 16, 2024 |
| #15 | -1.66% Jan 12, 2026 - Jan 26, 2026 | -0.16% Feb 12, 2024 - Feb 20, 2024 |
Correlation
Correlation between XRLX and THTA is -0.13 which considered as a very weak or no correlation - the stocks move independently of each other.
-0.13
-101
Dividend Comparison (2023 - 2026)
XRLX vs THTA dividend yield comparison.
| Year | XRLX | THTA |
|---|---|---|
| 2026 | 0.00% | 6.13% |
| 2025 | 2.77% | 12.66% |
| 2024 | 1.66% | 12.44% |
| 2023 | 1.68% | 0.58% |
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