Screener
RHRX vs FDAT
RH Tactical Rotation ETF vs Tactical Advantage ETF
Key differences
RHRX is an alternative ETF, while FDAT is a fixed income ETF. RHRX charges 1.38% a year and FDAT 0.78%.
- RHRX is an alternative fund, while FDAT is a fixed income fund. They carry different risk/return profiles.
- RHRX follows a option income strategy; FDAT uses tactical allocation.
- FDAT costs 0.60% less per year.
- 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
| RHRX | FDAT | |
|---|---|---|
| Annual cost (TER) | 1.38% | 0.78% |
| Fund size (AUM) | $36M | $36M |
| Since | 2012 | 2023 |
| Dividend yield | 0.00% | 5.63% |
| Asset class | alternative | fixed income |
| Region | north america | north america |
| Strategy | option income | tactical allocation |
| CAGR 1Y | +33.8% | +9.3% |
| CAGR 3Y | +21.1% | +8.4% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.02 | 0.51 |
| Volatility 1Y | 13.62% | 10.28% |
| Max drawdown | -25.33% | -8.20% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.