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RHRX vs HYLS

RH Tactical Rotation ETF vs First Trust Tactical High Yield ETF

RHRX

RH Tactical Rotation ETF

Adaptive ETF

Annual cost

1.38%

Fund size

$34M

HYLS

First Trust Tactical High Yield ETF

First Trust

Annual cost

0.69%

Fund size

$1.6B

Key differences

  • HYLS costs 0.69% less per year.
  • HYLS is significantly larger than RHRX — larger funds tend to be more liquid and less likely to close.
  • RHRX follows a option income strategy; HYLS uses long short.
  • Over the last 3 years, RHRX has delivered higher annualized returns.

Side-by-side comparison

RHRXHYLS
Annual cost (TER)1.38%0.69%
Fund size (AUM)$34M$1.6B
Since20122013
Dividend yield0.00%6.65%
Asset classalternativealternative
Regionnorth america
Strategyoption incomelong short
CAGR 1Y+39.5%+5.9%
CAGR 3Y+22.4%+7.9%
CAGR 5YN/A+3.0%
Sharpe 3Y1.090.87
Volatility 1Y13.26%3.56%
Max drawdown-25.33%-22.99%

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

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