BLUC vs XRLX

ABLUC

BXRLX

Measures won1–3XRLX wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.28%BLUC · $28 on $10k

Most income2.67%XRLX · $267 on $10k

Smallest drop−6.3%XRLX · worst fall in 1Y

Held in common9.3%BLUC and XRLX

BLUC

XRLX

Bluemonte Large Cap Core ETF · $366MFundX Investment Conservative ETF · $45M

[…]3 years · per year[…] · $14,633+13.5%

[…]5 years · per year[…]

0.28%Expense ratio$28 · $120 on $10k · lower wins1.20%

0.49%12-mo yield$49 · $267 on $10k2.67%

−10.7%Worst dropSmaller wins−6.3%

14.2%VolatilityLower wins10.2%

1–3XRLX wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsBLUC · XRLX

33.6%VUG9.3%

Held in common9.3%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend							5Y/yr
1	ABLUC	Bluemonte Large Cap Core ETFRead Desk		0.28%	0.49%	+0.5%	+9.3%	+8.8%	new	new	−10.7%	$366M
2	BXRLX	FundX Investment Conservative ETFRead Desk		1.20%	2.67%	+0.4%	+4.0%	+4.5%	+13.5%	new	−6.3%	$45M

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend							5Y/yr
1	ABLUC	Bluemonte Large Cap Core ETFRead Desk		0.28%	0.49%	+0.5%	+9.3%	+8.8%	new	new	−10.7%	$366M
2	BXRLX	FundX Investment Conservative ETFRead Desk		1.20%	2.67%	+0.4%	+4.0%	+4.5%	+13.5%	new	−6.3%	$45M

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

BLUC vs XRLX

BLUC

Bluemonte Large Cap Core

[…]

XRLX

FundX Investment Conservative

[…]

MeasureBLUCXRLX

Fee0.28%1.20%

Cost on $10k a year$28$120

Yield0.49%2.67%

5 years, per year[…][…]

3 years, per year[…]+13.5%

Worst drop · 1Y−10.7%−6.3%

Volatility · 1Y14.2%10.2%

3–1measures won
XRLX first

9.3%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: BLUC, XRLX

Today

9.3%most shared, BLUC and XRLX

BLUCXRLX

BLUC—9.3%

XRLX9.3%—

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

Income After Fees on $10,000

$147most kept, XRLX

XRLX$267 − $120 = $147

BLUC$49 − $28 = $21

KeptFee

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