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Beacon
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BTR vs RHTX

Beacon Tactical Risk ETF vs RH Tactical Outlook ETF

BTR

Beacon Tactical Risk ETF

Beacon Capital Management Inc

Annual cost

1.08%

Fund size

$37M

RHTX

RH Tactical Outlook ETF

Adaptive ETF

Annual cost

1.51%

Fund size

$9M

Key differences

  • BTR costs 0.43% less per year.
  • BTR is significantly larger than RHTX — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, RHTX has delivered higher annualized returns.
  • RHTX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BTRRHTX
Annual cost (TER)1.08%1.51%
Fund size (AUM)$37M$9M
Since20232012
Dividend yield1.19%0.00%
Asset classmixed assetmixed asset
Regionglobal
Strategyactive selectionactive selection
CAGR 1Y+20.4%+26.2%
CAGR 3Y+4.2%+16.1%
CAGR 5YN/AN/A
Sharpe 3Y0.110.81
Volatility 1Y9.77%15.10%
Max drawdown-16.67%-24.68%

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

Similar to BTR and RHTX