BNDI vs. XRLX ETF Comparison

Comparison of NEOS Enhanced Income Aggregate Bond ETF (BNDI) to FundX Conservative ETF (XRLX)

BNDI

NEOS Enhanced Income Aggregate Bond ETF

BNDI Description

SHP ETF Trust - NEOS Enhanced Income Aggregate Bond ETF is an exchange traded fund launched by Faith Investor Services LLC. The fund is managed by Neos Investment Management LLC. The fund invests in public equity and fixed income markets of the United States. For its equity portion, the fund invests through derivatives in stocks of companies operating across diversified sectors. It uses derivatives such as options to create its portfolio. The fund invests in growth and value stocks of large-cap companies. For its fixed income portion, the fund invests directly and through other funds in U.S. Treasury bonds, government-related bonds, corporate bonds, mortgage-backed pass-through securities ("mbs"), commercial mortgage-backed securities and asset-backed securities. It invests in securities with varying maturities. SHP ETF Trust - NEOS Enhanced Income Aggregate Bond ETF was formed on August 30, 2022 is domiciled in the United States.

Grade (RS Rating)

Last Trade

$47.19

Average Daily Volume

20,343

Number of Holdings ^*

2

* 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

$44.52

Average Daily Volume

1,676

Number of Holdings ^*

12

* may have additional holdings in another (foreign) market

Performance

Period	BNDI	XRLX
30 Days	-1.38%	2.03%
60 Days	-3.11%	3.70%
90 Days	-1.22%	6.19%
12 Months	7.82%	24.09%

0 Overlapping Holdings

	Symbol	Grade	Weight in BNDI	Weight in XRLX	Overlap

BNDI Overweight 2 Positions Relative to XRLX

	Symbol	Grade	Weight
	BND	D	49.82%
	AGG	D	49.82%

BNDI Underweight 12 Positions Relative to XRLX

	Symbol	Grade	Weight
	SCHG	A	-7.29%
	IWY	A	-7.29%
	MGK	A	-7.19%
	SPMO	A	-6.88%
	IWF	A	-6.72%
	XLG	A	-6.61%
	VONG	A	-6.15%
	USIG	D	-5.74%
	PGX	D	-4.84%
	AOR	B	-4.81%
	XYLD	A	-4.8%
	BOND	D	-0.7%

BNDI: Top Represented Industries & Keywords

Industries:

Keywords: Bloomberg Barclays Us Aggregate Bond Index Bond Bond Market ETF Exchange Traded Fund Bond Market Indices Fixed Income

XRLX: Top Represented Industries & Keywords

Industries:

Keywords: Exchange Traded Fund ETF Stock Market Index Index Fund S&P 500 Index CBOE Bond Bond Market Bond Market Indices Buy Write Capitalization Weighted Index Chicago Board Options Exchange Credit Rating Agency Currency Debt Debt Securities Dow Jones U.S. Total Stock Market Index Exchange Traded Funds Fixed Income Fund Of Funds Fundamental Analysis