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DYTA vs RHRX

SGI Dynamic Tactical ETF vs RH Tactical Rotation ETF

DYTA

SGI Dynamic Tactical ETF

Summit Global Investments

Annual cost

1.32%

Fund size

$96M

RHRX

RH Tactical Rotation ETF

Adaptive ETF

Annual cost

1.38%

Fund size

$34M

Key differences

  • DYTA costs 0.06% less per year.
  • DYTA is classified as mixed asset, while RHRX is alternative — different risk/return profiles.
  • DYTA follows a active selection strategy; RHRX uses option income.
  • Over the last 3 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

DYTARHRX
Annual cost (TER)1.32%1.38%
Fund size (AUM)$96M$34M
Since20232012
Dividend yield1.59%0.00%
Asset classmixed assetalternative
Regionnorth america
Strategyactive selectionoption income
CAGR 1Y+14.4%+39.5%
CAGR 3Y+11.7%+22.4%
CAGR 5YN/AN/A
Sharpe 3Y0.741.09
Volatility 1Y9.63%13.26%
Max drawdown-9.41%-25.33%

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

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