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FPAA vs RHTX

FPA Global Allocation ETF vs RH Tactical Outlook ETF

FPAA

FPA Global Allocation ETF

Annual cost

0.49%

Fund size

RHTX

RH Tactical Outlook ETF

Annual cost

1.51%

Fund size

$8M

Key differences

Both FPAA and RHTX are mixed asset ETFs. FPAA charges 0.49% a year and RHTX 1.51%. The main difference: FPAA costs 1.02% less per year.

  • FPAA costs 1.02% less per year.
  • RHTX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FPAARHTX
Annual cost (TER)0.49%1.51%
Fund size (AUM)$8M
Since20262012
Dividend yield0.00%
Asset classmixed assetmixed asset
Regionglobalglobal
Strategyactive selectionactive selection
CAGR 1YN/A+21.9%
CAGR 3YN/A+15.3%
CAGR 5YN/AN/A
Sharpe 3YN/A0.75
Volatility 1Y15.56%
Max drawdown-0.85%-24.68%

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

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