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RHRX vs DYTA

RH Tactical Rotation ETF vs SGI Dynamic Tactical ETF

RHRX

RH Tactical Rotation ETF

Adaptive ETF

Annual cost

1.38%

Fund size

$34M

DYTA

SGI Dynamic Tactical ETF

Summit Global Investments

Annual cost

1.32%

Fund size

$96M

Key differences

  • DYTA costs 0.06% less per year.
  • RHRX is classified as alternative, while DYTA is mixed asset — different risk/return profiles.
  • RHRX follows a option income strategy; DYTA uses active selection.
  • 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

RHRXDYTA
Annual cost (TER)1.38%1.32%
Fund size (AUM)$34M$96M
Since20122023
Dividend yield0.00%1.59%
Asset classalternativemixed asset
Regionnorth america
Strategyoption incomeactive selection
CAGR 1Y+39.5%+14.4%
CAGR 3Y+22.4%+11.7%
CAGR 5YN/AN/A
Sharpe 3Y1.090.74
Volatility 1Y13.26%9.63%
Max drawdown-25.33%-9.41%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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