Screener
MSTB vs RHRX
LHA Market State Tactical Beta ETF vs RH Tactical Rotation ETF
Key differences
MSTB is an equity ETF, while RHRX is an alternative ETF. MSTB charges 1.38% a year and RHRX 1.38%.
- MSTB is an equity fund, while RHRX is an alternative fund. They carry different risk/return profiles.
- MSTB follows a active selection strategy; RHRX uses option income.
- MSTB is much larger than RHRX. Larger funds are usually more liquid and less likely to close.
- Over the last three 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
| MSTB | RHRX | |
|---|---|---|
| Annual cost (TER) | 1.38% | 1.38% |
| Fund size (AUM) | $197M | $36M |
| Since | 2020 | 2012 |
| Dividend yield | 0.38% | 0.00% |
| Asset class | equity | alternative |
| Region | north america | north america |
| Strategy | active selection | option income |
| CAGR 1Y | +17.4% | +36.9% |
| CAGR 3Y | +17.8% | +22.4% |
| CAGR 5Y | +8.2% | N/A |
| Sharpe 3Y | 1.14 | 1.08 |
| Volatility 1Y | 10.59% | 13.75% |
| Max drawdown | -25.64% | -25.33% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.