Compare · 2 funds side by side · dividends reinvested

XRLX and VOO

XRLXFundX×VOOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,115VOO · best of the two

02 / 04

XRLX and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T1.4

FundX Investment Conservative ETFUnsorted1.20%2.65%+4.5%+5.1%+13.4%[…]−6.3%10.2%$45M1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: XRLX 2002 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

FundX Investment Conservative ETF · $45M[…]

XRLX

VOO

Vanguard S&P 500 ETF · $1.00T$18,115

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

XRLXMeasureVOO

+4.5%Year to dateJan 1 → Nov 4+13.4%

+5.1%1 yearTotal return+13.5%

+13.4%3 years · per year$10,000 became $14,593 · $19,172+24.2%

[…]5 years · per year$10,000 became […] · $18,115+12.6%

1.20%Expense ratio$120 · $3 a year on $10k · lower is better0.03%

2.65%Trailing 12-mo yield$265 · $105 a year on $10k1.05%

−6.3%Worst dropSmaller is better−8.9%

10.2%VolatilityLower is calmer12.8%

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

3–4VOO wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

XRLX vs VOO: Top 5 Holdings

Today

XRLX

37.6%in top 5

VOO

in top 528.3%

XRLXStockVOO

9.4%VUGnot top 5

8.6%IWDnot top 5

not top 5NVDA8.4%

not top 5AAPL7.4%

6.7%HYSnot top 5

6.5%AORnot top 5

6.3%VLUEnot top 5

not top 5MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL3.1%

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

XRLX vs VOO Returns, Every Period

FundXXRLX

+5.1%

past year

VOOVanguard

+13.5%

past year

XRLXVOOFaded: behind in that period

0–3VOO wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Unsorted vs Core: XRLX vs VOO

YTD

FundXXRLX

+4.5%

VOOVanguard

+13.4%

+4.5%Year to date+13.4%

−6.3%Worst drop · 1Y−8.9%

10.2%Volatility · 1Y12.8%

2.7%Yield1.1%

$44.8MAssets$1.00T

3–1XRLX wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: XRLX, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

XRLX1.20%$120

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: XRLX, VOO

2.65%highest, XRLX

FundTrailing yieldYield$10k

XRLX2.65%$265

VOO1.05%$105

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$145most kept, XRLX

XRLX$265 − $120 = $145

VOO$105 − $3 = $102

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: XRLX, VOO

Today

0.0%most shared, XRLX and VOO

XRLXVOO

XRLX—0.0%

VOO0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.5%VOO, at 12.8% volatility

XRLXWorst drop−6.3%10.2% vol

VOOWorst drop−8.9%12.8% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

XRLXVOO

+4.5%Year to date+13.4%

2.7%Yield1.1%

+5.1%Past year+13.5%

1.20%Fee0.03%

3–1VOO wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026