Compare BLUC, XCOR and XRLX

BLUC, XCOR and XRLX, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Bluemonte Large Cap Core ETFUS Stock Styles · Large cap0.28%0.49%+9.3%+8.8%[…][…]−10.7%14.2%$366M1.7

FundX Investment Conservative ETFUnsorted1.20%2.67%+4.0%+4.5%+13.5%[…]−6.3%10.2%$45M2.0

FundX ETFUnsorted1.15%0.40%+6.3%+6.4%+22.0%[…]−10.1%16.5%$175M2.1

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: BLUC 2025 · XCOR 2001 · XRLX 2002

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Bluemonte Large Cap Core ETF · $366M[…]

BLUC

XCOR

FundX ETF · $175M[…]

$10,000 five years ago, dividends reinvested · they hold 14.0% in common

BLUCMeasureXCOR

+9.3%Year to dateJan 1 → Nov 3+6.3%

+8.8%1 yearTotal return+6.4%

[…]3 years · per year$10,000 became […] · $18,177+22.0%

[…]5 years · per year[…]

0.28%Expense ratio$28 · $115 a year on $10k · lower is better1.15%

0.49%Trailing 12-mo yield$49 · $40 a year on $10k0.40%

−10.7%Worst dropSmaller is better−10.1%

14.2%VolatilityLower is calmer16.5%

BLUCXCOR Winner of the row, in its colourEach row: the bigger of the two fills its side

5–1BLUC wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BLUC vs XCOR: Top 5 Holdings

Today

BLUC

99.2%in top 5

XCOR

in top 560.2%

BLUCStockXCOR

40.5%SPYMnot top 5

33.6%VUG14.0%

20.0%MLRGnot top 5

not top 5IWD14.1%

not top 5VLUE11.5%

not top 5QGRW10.4%

not top 5SPMO10.2%

5.2%VTVnot top 5

Held in common14.0%

End-of-day Nov 3, 2026 · share of each fund

BLUC vs XCOR Returns, Every Period

1Y

BluemonteBLUC

+8.8%

past year

XCORFundX

+6.4%

past year

BLUCXCORFaded: behind in that period

2–0BLUC wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Stocks vs Unsorted: BLUC vs XRLX

YTD

BluemonteBLUC

+9.3%

XRLXFundX

+4.0%

+9.3%Year to date+4.0%

−10.7%Worst drop · 1Y−6.3%

14.2%Volatility · 1Y10.2%

0.5%Yield2.7%

$366MAssets$44.8M

3–1XRLX wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BLUC, XCOR, XRLX

Today

0.28%lowest, BLUC

FundExpense ratioFee$10k

BLUC0.28%$28

XCOR1.15%$115

XRLX1.20%$120

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: BLUC, XCOR, XRLX

1Y

2.67%highest, XRLX

FundTrailing yieldYield$10k

XRLX2.67%$267

BLUC0.49%$49

XCOR0.40%$40

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$147most kept, XRLX

XRLX$267 − $120 = $147

BLUC$49 − $28 = $21

XCOR$40 − $115 = −$75

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: BLUC, XCOR, XRLX

Today

51.6%most shared, XCOR and XRLX

BLUCXCORXRLX

BLUC—14.0%9.3%

XCOR14.0%—51.6%

XRLX9.3%51.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+8.8%BLUC, at 14.2% volatility

XRLXWorst drop−6.3%10.2% vol

BLUCWorst drop−10.7%14.2% vol

XCORWorst drop−10.1%16.5% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

XRLXBLUC

+4.0%Year to date+9.3%

2.7%Yield0.5%

+4.5%Past year+8.8%

1.20%Fee0.28%

3–1BLUC wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026