Compare · 2 funds side by side · dividends reinvested

XRLX and SPY

XRLXFundX×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,118SPY · best of the two

02 / 04

XRLX and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$778B1.4

FundX Investment Conservative ETFUnsorted1.20%2.73%+1.7%+2.8%+11.9%[…]−6.5%10.6%$44M1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: XRLX 2002 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

FundX Investment Conservative ETF · $44M[…]

XRLX

SPY

State Street SPDR S&P 500 ETF · $778B$17,118

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

XRLXMeasureSPY

+1.7%Year to dateJan 1 → Nov 6+8.7%

+2.8%1 yearTotal return+9.7%

+11.9%3 years · per year$10,000 became $14,026 · $18,039+21.7%

[…]5 years · per year$10,000 became […] · $17,118+11.3%

1.20%Expense ratio$120 · $9 a year on $10k · lower is better0.09%

2.73%Trailing 12-mo yield$273 · $103 a year on $10k1.03%

−6.5%Worst dropSmaller is better−8.9%

10.6%VolatilityLower is calmer13.6%

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

3–4SPY wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

XRLX vs SPY: Top 5 Holdings

Today

XRLX

37.7%in top 5

SPY

in top 527.8%

XRLXStockSPY

9.2%VUGnot top 5

8.8%IWDnot top 5

not top 5AAPL7.9%

not top 5NVDA6.9%

6.9%HYSnot top 5

6.6%AORnot top 5

not top 5MSFT6.3%

6.1%VLUEnot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

XRLX vs SPY Returns, Every Period

FundXXRLX

+2.8%

past year

SPYSPDR

+9.7%

past year

XRLXSPYFaded: behind in that period

0–3SPY wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Unsorted vs Core: XRLX vs SPY

YTD

FundXXRLX

+1.7%

SPYSPDR

+8.7%

+1.7%Year to date+8.7%

−6.5%Worst drop · 1Y−8.9%

10.6%Volatility · 1Y13.6%

2.7%Yield1.0%

$44.0MAssets$778B

3–1XRLX wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: XRLX, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

XRLX1.20%$120

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: XRLX, SPY

2.73%highest, XRLX

FundTrailing yieldYield$10k

XRLX2.73%$273

SPY1.03%$103

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$153most kept, XRLX

XRLX$273 − $120 = $153

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: XRLX, SPY

Today

0.0%most shared, XRLX and SPY

XRLXSPY

XRLX—0.0%

SPY0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.7%SPY, at 13.6% volatility

XRLXWorst drop−6.5%10.6% vol

SPYWorst drop−8.9%13.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

XRLXSPY

+1.7%Year to date+8.7%

2.7%Yield1.0%

+2.8%Past year+9.7%

1.20%Fee0.09%

3–1SPY wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026