XRLX vs XXV
Comparison between FUNDX CONSERVATIVE ETF (XRLX, ETF) and SIMPLIFY ANCORATO TARGET 25 DISTRIBUTION ETF (XXV, ETF).
XRLX vs XXV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
XRLX
$48M
XXV
$48M
Expense Ratio
XRLX
1.20%
Winner
XXV
0.85%
Max Drawdown
Winner
XRLX
16.36%
XXV
45.96%
Sharpe Ratio
Winner
XRLX
0.67
XXV
-0.74
5Y Beta
Winner
XRLX
0.67
XXV
0.73
XRLX vs XXV - Holdings Comparison
XRLX and XXV have 0 common holdings. Overlap is 0.00%
XRLX's top 25 holdings weight is 100.03%. XXV's top 25 holdings weight is 47.28%.
| Rank | XRLX | XXV |
|---|---|---|
| #1 | VANGUARD MSTAR GROWTH ETF (VUG) - 9.48% | SIMPLIFY GOVERNMENT MONEY MARKET ETF (SBIL) - 48.30% |
| #2 | INVESCO S&P 500® TOP 50 ETF (XLG) - 8.33% | DREYFUS TRSY OBLIG CASH M (n/a) - 0.55% |
| #3 | ISHARES CORE 60/40 BALANCED ALLC ETF (AOR) - 6.53% | GS1 AMD 06/04/27 P100/60 (n/a) - 0.00% |
| #4 | ISHARES MSCI USA VALUE FACTOR ETF (VLUE) - 6.44% | NM1 MRNA 05/07/27 P100/60 (n/a) - 0.00% |
| #5 | INVESCO S&P 500® MOMENTUM ETF (SPMO) - 6.27% | NM1 CRDO 06/04/27 P100/60 (n/a) - 0.00% |
| #6 | INVESCO S&P 500® PURE GROWTH ETF (RPG) - 6.20% | GS1 KLAC 06/11/27 P100/60 (n/a) - -0.01% |
| #7 | ISHARES 5-10 YEAR INVMT GRD CORP BD ETF (IGIB) - 5.28% | GS1 AXON 06/04/27 P100/60 (n/a) - -0.01% |
| #8 | WISDOMTREE U.S. QUALITY GROWTH ETF (QGRW) - 4.91% | NM1 TSLA 12/11/26P100/60 (n/a) - -0.02% |
| #9 | JANUS HENDERSON AAA CLO ETF (JAAA) - 4.85% | HS1 COST/W/WMT WOF 12/11/ (n/a) - -0.02% |
| #10 | ISHARES GLOBAL 100 ETF (IOO) - 4.84% | NM1 TSLA 12/4/26P100/60 E (n/a) - -0.03% |
| #11 | ISHARES CORE 30/70 CNSRV ALLC ETF (AOK) - 4.73% | HS1 EXPE 05/07/27 P100/60 (n/a) - -0.04% |
| #12 | JANUS HENDERSON B-BBB CLO ETF (JBBB) - 4.69% | HS1 LRCX 06/11/27 P100/60 (n/a) - -0.05% |
| #13 | VANECK IG FLOATING RATE ETF (FLTR) - 4.68% | HS1 TER 06/11/27 P100/60 (n/a) - -0.05% |
| #14 | NYLI MERGER ARBITRAGE ETF (MNA) - 4.62% | HS1 AMD 06/11/27 P100/60 (n/a) - -0.06% |
| #15 | PIMCO BROAD US TIPS ETF (TIPZ) - 4.40% | NM1 PLTR 12/11/26 P100/60 (n/a) - -0.07% |
| #16 | ISHARES MSCI USA MOMENTUM FACTOR ETF (MTUM) - 4.38% | NM1 VST 05/07/27 P100/60 (n/a) - -0.09% |
| #17 | STATE STREET® SPDR® PORT HI YLD BD ETF (SPHY) - 3.51% | NM2 PLTR 12/4/26 P100/60 (n/a) - -0.10% |
| #18 | PIMCO 0-5 YEAR HIGH YIELD CORP BD ETF (HYS) - 3.51% | MS1 TSLA 12/24/26 P100/60 (n/a) - -0.11% |
| #19 | ISHARES RUSSELL TOP 200 GROWTH ETF (IWY) - 1.36% | NM1 PLTR 12/4/26 P100/60 (n/a) - -0.11% |
| #20 | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 1.02% | GS1 NXT 06/25/27 P100/60 (n/a) - -0.13% |
| #21 | N/A | NM2 TSLA 01/22/27 P100/60 (n/a) - -0.13% |
| #22 | N/A | NM1 META 03/05/27 P100/60 (n/a) - -0.13% |
| #23 | N/A | HS1 COST/W/WMT WOF 11/27/ (n/a) - -0.13% |
| #24 | N/A | NM1 TSLA 12/31/26 P100/60 (n/a) - -0.13% |
| #25 | N/A | NM1 TSLA 12/24/26 P100/60 (n/a) - -0.15% |
| Total Holdings | 20 | 47 |
XRLX vs XXV - Historical Returns
Returns include dividend reinvestment.
1M
XRLX
+2.13%
Winner
XXV
+6.59%
3M
XRLX
-0.72%
Winner
XXV
+4.13%
6M
XRLX
+4.56%
Winner
XXV
+9.05%
1Y
XRLX
+10.79%
XXV
N/A
5Y(CAGR)
XRLX
N/A
XXV
-3.27%
10Y(CAGR)
XRLX
N/A
XXV
-3.12%
Max(CAGR)
Winner
XRLX
+13.69%
XXV
+1.98%
XRLX vs XXV - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | XRLX | XXV |
|---|---|---|
| 2026 | +6.30% | +7.94% |
| 2025 | +7.82% | +4.11% |
| 2024 | +18.60% | N/A |
| 2023 | +7.14% | N/A |
| 2018 | N/A | -2.63% |
| 2017 | N/A | +1.01% |
| 2016 | N/A | -1.31% |
| 2015 | N/A | -0.50% |
| 2014 | N/A | -0.47% |
| 2013 | N/A | +1.77% |
| 2012 | N/A | +13.44% |
| 2011 | N/A | -0.39% |
| 2010 | N/A | +61.21% |
XRLX vs XXV Drawdown Comparison
The maximum drawdown for XRLX was -15.33%, occurring on Apr 8, 2025. Recovery took 120 trading sessions.
The maximum drawdown for XXV was -39.30%, occurring on Mar 30, 2026. This drawdown has not yet recovered.
The current XRLX drawdown is -1.80%. The current XXV drawdown is -29.78%.
| Rank | XRLX | XXV |
|---|---|---|
| #1 | -15.33% Feb 14, 2025 - Aug 8, 2025 | -39.30% Nov 22, 2017 - Mar 30, 2026 |
| #2 | -7.15% Jul 10, 2024 - Sep 19, 2024 | -19.18% Jul 7, 2011 - Mar 21, 2012 |
| #3 | -6.28% Feb 25, 2026 - Apr 15, 2026 | -12.07% Sep 29, 2016 - Feb 7, 2017 |
| #4 | -5.67% Jun 2, 2026 - Jul 29, 2026 | -9.69% Jul 1, 2014 - Sep 29, 2016 |
| #5 | -4.48% Mar 22, 2024 - May 15, 2024 | -8.34% Aug 9, 2010 - Sep 1, 2010 |
| #6 | -4.06% Oct 11, 2023 - Nov 7, 2023 | -8.03% Feb 7, 2017 - Mar 8, 2017 |
| #7 | -3.62% Dec 16, 2024 - Jan 23, 2025 | -5.44% Feb 14, 2011 - Apr 19, 2011 |
| #8 | -3.49% Oct 28, 2025 - Dec 10, 2025 | -4.72% Mar 8, 2017 - Nov 22, 2017 |
| #9 | -1.98% Nov 8, 2024 - Nov 29, 2024 | -3.71% Mar 26, 2012 - Jul 2, 2012 |
| #10 | -1.92% Oct 14, 2024 - Nov 6, 2024 | -3.59% Nov 22, 2010 - Dec 3, 2010 |
| #11 | -1.91% Jan 27, 2026 - Feb 25, 2026 | -2.71% Nov 10, 2010 - Nov 19, 2010 |
| #12 | -1.87% Dec 27, 2023 - Jan 11, 2024 | -2.50% Sep 20, 2010 - Sep 24, 2010 |
| #13 | -1.79% Jan 23, 2025 - Feb 13, 2025 | -2.32% May 31, 2011 - Jun 30, 2011 |
| #14 | -1.70% Dec 10, 2025 - Dec 23, 2025 | -2.24% Sep 28, 2010 - Oct 5, 2010 |
| #15 | -1.66% Jan 12, 2026 - Jan 26, 2026 | -1.54% Sep 3, 2010 - Sep 9, 2010 |
Correlation
Correlation between XRLX and XXV is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2023 - 2026)
XRLX vs XXV dividend yield comparison.
| Year | XRLX | XXV |
|---|---|---|
| 2026 | 0.00% | 14.49% |
| 2025 | 2.77% | 2.36% |
| 2024 | 1.66% | 0.00% |
| 2023 | 1.68% | 0.00% |
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