Screener
RHRX vs HBTA
RH Tactical Rotation ETF vs Horizon Expedition Plus ETF
Key differences
Both RHRX and HBTA are alternative ETFs. RHRX charges 1.38% a year and HBTA 0.86%. The main difference: HBTA costs 0.52% less per year.
- HBTA costs 0.52% less per year.
- HBTA is much larger than RHRX. Larger funds are usually more liquid and less likely to close.
- RHRX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| RHRX | HBTA | |
|---|---|---|
| Annual cost (TER) | 1.38% | 0.86% |
| Fund size (AUM) | $36M | $148M |
| Since | 2012 | 2025 |
| Dividend yield | 0.00% | 0.56% |
| Asset class | alternative | alternative |
| Region | north america | north america |
| Strategy | option income | option income |
| CAGR 1Y | +33.8% | +28.7% |
| CAGR 3Y | +21.1% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.02 | N/A |
| Volatility 1Y | 13.62% | 17.75% |
| Max drawdown | -25.33% | -26.73% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.