AVMA vs. XRLX ETF Comparison

Comparison of Avantis Moderate Allocation ETF (AVMA) to FundX Conservative ETF (XRLX)
AVMA

Avantis Moderate Allocation ETF

AVMA Description

The fund is a "fund of funds," meaning that it seeks to achieve its objective by investing in other Avantis ETFs (collectively, the underlying funds). The underlying funds represent a broadly diversified basket of equity and fixed income securities that seek to select or overweight securities that are expected to have higher returns or better risk characteristics than a passive, market-cap weighted index. The managers will allocate to the underlying funds across geographies and investment styles to achieve the desired allocation.

Grade (RS Rating)

Last Trade

$60.45

Average Daily Volume

3,628

Number of Holdings *

13

* may have additional holdings in another (foreign) market
XRLX

FundX Conservative ETF

XRLX Description The ETF is an ETF-of-ETFs and as such invests primarily in ETFs ("underlying ETFs"). The underlying ETFs, in turn, invest primarily in individual securities such as common stocks and corporate or government bonds. Under normal market conditions, the ETF may invest in Core Equity underlying ETFs, which generally invest in diversified portfolios of equity securities of well-established U.S. and foreign companies with a wide range of market capitalizations.

Grade (RS Rating)

Last Trade

$44.22

Average Daily Volume

1,958

Number of Holdings *

12

* may have additional holdings in another (foreign) market
Performance
Period AVMA XRLX
30 Days 2.27% 0.96%
60 Days 1.73% 2.02%
90 Days 2.89% 3.12%
12 Months 19.95% 20.75%
0 Overlapping Holdings
Symbol Grade Weight in AVMA Weight in XRLX Overlap
AVMA Overweight 13 Positions Relative to XRLX
Symbol Grade Weight
AVUS A 30.41%
AVIG D 20.9%
AVSF C 10.58%
AVLV A 10.5%
AVDE D 6.68%
AVEM D 4.05%
AVIV C 3.43%
AVSC B 2.66%
AVUV A 2.65%
AVES D 2.17%
AVRE C 1.89%
AVDV C 0.79%
AVDS D 0.53%
AVMA Underweight 12 Positions Relative to XRLX
Symbol Grade Weight
SCHG B -7.31%
IWY C -7.3%
MGK B -7.22%
SPMO B -6.87%
IWF B -6.73%
XLG B -6.61%
VONG B -6.16%
USIG D -5.72%
XYLD A -4.84%
PGX D -4.8%
AOR B -4.78%
BOND C -0.7%
Compare ETFs