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RHRX vs KOOL

RH Tactical Rotation ETF vs North Shore Equity Rotation ETF

RHRX

RH Tactical Rotation ETF

Adaptive ETF

Annual cost

1.38%

Fund size

$34M

KOOL

North Shore Equity Rotation ETF

Split Rock Private Trading & Wealth Management, LLC

Annual cost

0.94%

Fund size

$59M

Key differences

  • KOOL costs 0.44% less per year.
  • RHRX is classified as alternative, while KOOL is equity — different risk/return profiles.
  • RHRX follows a option income strategy; KOOL uses active selection.
  • RHRX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

RHRXKOOL
Annual cost (TER)1.38%0.94%
Fund size (AUM)$34M$59M
Since20122024
Dividend yield0.00%0.35%
Asset classalternativeequity
Regionnorth america
Strategyoption incomeactive selection
CAGR 1Y+39.5%+32.8%
CAGR 3Y+22.4%N/A
CAGR 5YN/AN/A
Sharpe 3Y1.09N/A
Volatility 1Y13.26%12.98%
Max drawdown-25.33%-20.46%

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

Similar to RHRX and KOOL