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FLXR vs RHRX

TCW Flexible Income ETF vs RH Tactical Rotation ETF

FLXR

TCW Flexible Income ETF

Annual cost

0.40%

Fund size

$3.2B

RHRX

RH Tactical Rotation ETF

Annual cost

1.38%

Fund size

$36M

Key differences

FLXR is a fixed income ETF, while RHRX is an alternative ETF. FLXR charges 0.40% a year and RHRX 1.38%.

  • FLXR is a fixed income fund, while RHRX is an alternative fund. They carry different risk/return profiles.
  • FLXR follows a active selection strategy; RHRX uses option income.
  • FLXR covers global markets; RHRX covers North America.
  • FLXR costs 0.98% less per year.
  • FLXR is much larger than RHRX. 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

FLXRRHRX
Annual cost (TER)0.40%1.38%
Fund size (AUM)$3.2B$36M
Since20182012
Dividend yield5.71%0.00%
Asset classfixed incomealternative
Regionglobalnorth america
Strategyactive selectionoption income
CAGR 1Y+5.5%+38.1%
CAGR 3YN/A+22.1%
CAGR 5YN/AN/A
Sharpe 3YN/A1.07
Volatility 1Y2.28%13.58%
Max drawdown-1.94%-25.33%

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

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