FDGR vs. XRLX ETF Comparison

Comparison of Foundations Dynamic Growth ETF (FDGR) to FundX Conservative ETF (XRLX)
FDGR

Foundations Dynamic Growth ETF

FDGR Description

The fund is an actively managed exchanged traded fund ("ETF") that, under normal market conditions, primarily invests, directly or indirectly, in equity securities and other instruments with exposure to the growth-focused U.S. equity market.

Grade (RS Rating)

Last Trade

$13.84

Average Daily Volume

73,043

Number of Holdings *

4

* 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

$44.55

Average Daily Volume

1,504

Number of Holdings *

12

* may have additional holdings in another (foreign) market
Performance
Period FDGR XRLX
30 Days 5.26% 2.20%
60 Days 7.38% 2.57%
90 Days 9.85% 4.65%
12 Months 30.26% 21.70%
1 Overlapping Holdings
Symbol Grade Weight in FDGR Weight in XRLX Overlap
MGK A 14.52% 7.22% 7.22%
FDGR Overweight 3 Positions Relative to XRLX
Symbol Grade Weight
IUSG A 14.29%
VOT A 8.64%
VBK A 8.5%
FDGR Underweight 11 Positions Relative to XRLX
Symbol Grade Weight
SCHG A -7.31%
IWY A -7.3%
SPMO A -6.87%
IWF A -6.73%
XLG A -6.61%
VONG A -6.16%
USIG C -5.72%
XYLD A -4.84%
PGX D -4.8%
AOR B -4.78%
BOND C -0.7%
Compare ETFs