Screener
RHRX vs HEQT
RH Tactical Rotation ETF vs Simplify Hedged Equity ETF
Key differences
Both RHRX and HEQT are alternative ETFs. RHRX charges 1.38% a year and HEQT 0.43%. The main difference: RHRX follows a option income strategy; HEQT uses long short.
- RHRX follows a option income strategy; HEQT uses long short.
- HEQT costs 0.95% less per year.
- HEQT is much larger than RHRX. Larger funds are usually more liquid and less likely to close.
- 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 | HEQT | |
|---|---|---|
| Annual cost (TER) | 1.38% | 0.43% |
| Fund size (AUM) | $36M | $323M |
| Since | 2012 | 2021 |
| Dividend yield | 0.00% | 1.19% |
| Asset class | alternative | alternative |
| Region | north america | north america |
| Strategy | option income | long short |
| CAGR 1Y | +36.9% | +13.6% |
| CAGR 3Y | +22.4% | +13.2% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.08 | 1.16 |
| Volatility 1Y | 13.75% | 6.52% |
| Max drawdown | -25.33% | -11.51% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.