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DINE vs RHRX

Simplify Tax Aware Diversified Income Strategy ETF vs RH Tactical Rotation ETF

DINE

Simplify Tax Aware Diversified Income Strategy ETF

Annual cost

0.15%

Fund size

$3M

RHRX

RH Tactical Rotation ETF

Annual cost

1.38%

Fund size

$36M

Key differences

DINE is an equity ETF, while RHRX is an alternative ETF. DINE charges 0.15% a year and RHRX 1.38%.

  • DINE is an equity fund, while RHRX is an alternative fund. They carry different risk/return profiles.
  • DINE follows a active selection strategy; RHRX uses option income.
  • DINE covers emerging markets; RHRX covers North America.
  • DINE costs 1.23% less per year.
  • RHRX is much larger than DINE. Larger funds are usually more liquid and less likely to close.
  • RHRX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DINERHRX
Annual cost (TER)0.15%1.38%
Fund size (AUM)$3M$36M
Since20262012
Dividend yield0.00%
Asset classequityalternative
Regionemerging marketsnorth america
Strategyactive selectionoption income
CAGR 1YN/A+36.9%
CAGR 3YN/A+22.4%
CAGR 5YN/AN/A
Sharpe 3YN/A1.08
Volatility 1Y13.75%
Max drawdown-1.23%-25.33%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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