Screener
CDX vs RHRX
Simplify High Yield ETF vs RH Tactical Rotation ETF
Key differences
CDX is a fixed income ETF, while RHRX is an alternative ETF. CDX charges 0.25% a year and RHRX 1.38%.
- CDX is a fixed income fund, while RHRX is an alternative fund. They carry different risk/return profiles.
- CDX follows a multi strategy strategy; RHRX uses option income.
- CDX costs 1.13% less per year.
- CDX is much larger than RHRX. Larger funds are usually more liquid and less likely to close.
- Over the last three years, RHRX has delivered higher annualized returns.
- RHRX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CDX | RHRX | |
|---|---|---|
| Annual cost (TER) | 0.25% | 1.38% |
| Fund size (AUM) | $407M | $36M |
| Since | 2022 | 2012 |
| Dividend yield | 8.31% | 0.00% |
| Asset class | fixed income | alternative |
| Region | north america | north america |
| Strategy | multi strategy | option income |
| CAGR 1Y | -0.4% | +36.9% |
| CAGR 3Y | +7.9% | +22.4% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.43 | 1.08 |
| Volatility 1Y | 5.80% | 13.75% |
| Max drawdown | -13.24% | -25.33% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.