Screener
MSTB vs RHTX
LHA Market State Tactical Beta ETF vs RH Tactical Outlook ETF
Key differences
MSTB is an equity ETF, while RHTX is a mixed asset ETF. MSTB charges 1.38% a year and RHTX 1.51%.
- MSTB is an equity fund, while RHTX is a mixed asset fund. They carry different risk/return profiles.
- MSTB covers North America; RHTX covers global markets.
- MSTB costs 0.13% less per year.
- MSTB is much larger than RHTX. Larger funds are usually more liquid and less likely to close.
- Over the last three years, MSTB has delivered higher annualized returns.
- RHTX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| MSTB | RHTX | |
|---|---|---|
| Annual cost (TER) | 1.38% | 1.51% |
| Fund size (AUM) | $197M | $8M |
| Since | 2020 | 2012 |
| Dividend yield | 0.38% | 0.00% |
| Asset class | equity | mixed asset |
| Region | north america | global |
| Strategy | active selection | active selection |
| CAGR 1Y | +17.4% | +21.9% |
| CAGR 3Y | +17.8% | +15.3% |
| CAGR 5Y | +8.2% | N/A |
| Sharpe 3Y | 1.14 | 0.75 |
| Volatility 1Y | 10.59% | 15.56% |
| Max drawdown | -25.64% | -24.68% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.