XFLX vs. IRTR ETF Comparison

Comparison of FundX Flexible ETF (XFLX) to iShares LifePath Retirement ETF (IRTR)
XFLX

FundX Flexible ETF

XFLX Description

The ETF is an ETF-of-ETFs and as such invests primarily in other 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 will invest predominately in Bond underlying ETFs of varying maturity, credit quality (including high-yield securities, or "junk bonds") and regional exposure.

Grade (RS Rating)

Last Trade

$25.46

Average Daily Volume

2,489

Number of Holdings *

10

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

iShares LifePath Retirement ETF

IRTR Description iShares® LifePath® Retirement ETF seeks to provide exposure to a conservative, broad portfolio of ETFs covering global asset classes. It is designed for investors expecting to retire or begin withdrawing assets in the near future and the current allocation is expected to remain unchanged.

Grade (RS Rating)

Last Trade

$29.10

Average Daily Volume

3,591

Number of Holdings *

13

* may have additional holdings in another (foreign) market
Performance
Period XFLX IRTR
30 Days 1.54% 1.89%
60 Days 3.18% 4.13%
90 Days 4.01% 5.04%
12 Months
1 Overlapping Holdings
Symbol Grade Weight in XFLX Weight in IRTR Overlap
IGIB B 10.04% 3.53% 3.53%
XFLX Overweight 9 Positions Relative to IRTR
Symbol Grade Weight
FTSL B 13.58%
SPHY B 11.99%
JNK B 11.19%
BOND B 10.42%
AOR A 10.07%
USIG B 10.05%
XYLD A 9.95%
LQD B 7.22%
FLTR A 5.02%
XFLX Underweight 12 Positions Relative to IRTR
Symbol Grade Weight
IWB B -24.39%
GOVT B -18.81%
MBB B -13.95%
STIP A -9.62%
IDEV B -8.95%
TLH B -5.59%
IGSB A -5.07%
IGLB B -3.41%
IEMG B -3.4%
USRT B -1.57%
IGF B -1.19%
IWM C -0.42%
Compare ETFs