MEDX vs RWLC
Horizon Kinetics Medical ETF vs Rayliant NxtGen Multifactor US Equity ETF
Which is better, MEDX or RWLC?
RWLC has been ahead.
RWLC has a lower expense ratio. RWLC led over 1Y.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | MEDX | RWLC |
|---|---|---|
| Expense Ratio | 0.85% | 0.32%Best |
| AUM | $16M | $100M |
| Dividend Yield | 1.16% | 12.70% |
| Holdings | 68 | 208 |
| YTD Return | +6.58% | +18.51%Best |
| 1Y Return | +14.21% | - |
| 3Y Return (annualized) | +9.64% | - |
| Fund Family | Horizon Kinetics LLC | The Advisors Inner Circle Fund |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Jan 27, 2023 | Dec 15, 2021 |
Not shown on this pair: 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.
MEDX vs RWLC growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
MEDX vs RWLC Performance
Horizon Kinetics Medical ETF (MEDX) is an ETF from Horizon Kinetics LLC and Rayliant NxtGen Multifactor US Equity ETF (RWLC) is an ETF from The Advisors Inner Circle Fund. Year to date, MEDX is up 6.58% versus a gain of 18.51% for RWLC.
Past performance does not guarantee future results.
Fees and Cost Over Time
MEDX charges 0.85% per year while RWLC charges 0.32%. On a $10,000 position that is $85 vs $32 annually, a gap of $53 per year that compounds over a long holding period. On income, MEDX currently yields 1.16% against 12.70% for RWLC.
Holdings Overlap
At least 4.8% of RWLC's money is in holdings MEDX also owns.
Stated as a floor: for MEDX, our book for it covers 91.6% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
RWLC and MEDX share little of their money.
5 positions in common, counted across the 31 positions we hold weights for in MEDX and 101 in RWLC, against full books of 68 and 208.
You are not choosing between two funds in isolation.
Whichever of MEDX and RWLC you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, MEDX or RWLC?
MEDX has an expense ratio of 0.85% while RWLC charges 0.32%. RWLC is the cheaper option, by $53 a year on a $10,000 investment.
What is the holdings overlap between MEDX and RWLC?
At least 4.8% of RWLC's money is in holdings MEDX also owns. Our book for MEDX is partial, so the real figure is this or higher. They hold 5 positions in common, counted across the 31 positions we hold weights for in MEDX and 101 in RWLC.
Which pays a higher dividend, MEDX or RWLC?
MEDX yields 1.16% while RWLC yields 12.70%, so RWLC currently pays the higher dividend yield.
Is RWLC better than MEDX?
RWLC has a lower expense ratio. RWLC led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.