Screener
MFUL vs RHRX
Mindful Conservative ETF vs RH Tactical Rotation ETF
Key differences
- RHRX costs 0.10% less per year.
- RHRX is significantly larger than MFUL — larger funds tend to be more liquid and less likely to close.
- MFUL is classified as mixed asset, while RHRX is alternative — different risk/return profiles.
- MFUL 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
| MFUL | RHRX | |
|---|---|---|
| Annual cost (TER) | 1.48% | 1.38% |
| Fund size (AUM) | $8M | $34M |
| Since | 2021 | 2012 |
| Dividend yield | 3.05% | 0.00% |
| Asset class | mixed asset | alternative |
| Region | — | north america |
| Strategy | active selection | option income |
| CAGR 1Y | +7.4% | +39.5% |
| CAGR 3Y | +4.7% | +22.4% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.29 | 1.09 |
| Volatility 1Y | 3.94% | 13.26% |
| Max drawdown | -16.41% | -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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