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MSTQ vs RHTX

LHA Market State Tactical Q ETF vs RH Tactical Outlook ETF

MSTQ

LHA Market State Tactical Q ETF

Annual cost

1.55%

Fund size

$39M

RHTX

RH Tactical Outlook ETF

Annual cost

1.51%

Fund size

$8M

Key differences

MSTQ is an alternative ETF, while RHTX is a mixed asset ETF. MSTQ charges 1.55% a year and RHTX 1.51%.

  • MSTQ is an alternative fund, while RHTX is a mixed asset fund. They carry different risk/return profiles.
  • MSTQ follows a option income strategy; RHTX uses active selection.
  • MSTQ covers North America; RHTX covers global markets.
  • MSTQ is much larger than RHTX. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, MSTQ has delivered higher annualized returns.
  • RHTX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

MSTQRHTX
Annual cost (TER)1.55%1.51%
Fund size (AUM)$39M$8M
Since20222012
Dividend yield0.65%0.00%
Asset classalternativemixed asset
Regionnorth americaglobal
Strategyoption incomeactive selection
CAGR 1Y+27.0%+21.9%
CAGR 3Y+23.5%+15.3%
CAGR 5YN/AN/A
Sharpe 3Y1.140.75
Volatility 1Y15.40%15.56%
Max drawdown-31.05%-24.68%

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

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