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FDAT vs RHRX

Tactical Advantage ETF vs RH Tactical Rotation ETF

FDAT

Tactical Advantage ETF

Tactical Advantage

Annual cost

0.78%

Fund size

$35M

RHRX

RH Tactical Rotation ETF

Adaptive ETF

Annual cost

1.38%

Fund size

$34M

Key differences

  • FDAT costs 0.60% less per year.
  • FDAT follows a tactical allocation 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

FDATRHRX
Annual cost (TER)0.78%1.38%
Fund size (AUM)$35M$34M
Since20232012
Dividend yield5.68%0.00%
Asset classalternativealternative
Regionnorth americanorth america
Strategytactical allocationoption income
CAGR 1Y+12.6%+42.3%
CAGR 3Y+8.9%+22.9%
CAGR 5YN/AN/A
Sharpe 3Y0.571.11
Volatility 1Y9.95%13.30%
Max drawdown-8.20%-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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