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AAAA vs RHRX

Amplius Aggressive Asset Allocation ETF vs RH Tactical Rotation ETF

AAAA

Amplius Aggressive Asset Allocation ETF

Amplius

Annual cost

0.49%

Fund size

$267M

RHRX

RH Tactical Rotation ETF

Adaptive ETF

Annual cost

1.38%

Fund size

$34M

Key differences

  • AAAA costs 0.89% less per year.
  • AAAA is significantly larger than RHRX — larger funds tend to be more liquid and less likely to close.
  • AAAA follows a tactical allocation strategy; RHRX uses option income.
  • RHRX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

AAAARHRX
Annual cost (TER)0.49%1.38%
Fund size (AUM)$267M$34M
Since20252012
Dividend yield0.00%
Asset classalternativealternative
Regionnorth americanorth america
Strategytactical allocationoption income
CAGR 1YN/A+42.3%
CAGR 3YN/A+22.9%
CAGR 5YN/AN/A
Sharpe 3YN/A1.11
Volatility 1Y13.30%
Max drawdown-7.83%-25.33%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to AAAA and RHRX