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RHRX vs LEXI

RH Tactical Rotation ETF vs Alexis Practical Tactical ETF

RHRX

RH Tactical Rotation ETF

Adaptive ETF

Annual cost

1.38%

Fund size

$34M

LEXI

Alexis Practical Tactical ETF

Alexis Practical Tactical

Annual cost

1.00%

Fund size

$169M

Key differences

  • LEXI costs 0.38% less per year.
  • LEXI is significantly larger than RHRX — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 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

RHRXLEXI
Annual cost (TER)1.38%1.00%
Fund size (AUM)$34M$169M
Since20122021
Dividend yield0.00%0.88%
Asset classalternativealternative
Regionnorth america
Strategyoption incomeoption income
CAGR 1Y+39.5%+29.1%
CAGR 3Y+22.4%+20.0%
CAGR 5YN/AN/A
Sharpe 3Y1.091.20
Volatility 1Y13.26%10.70%
Max drawdown-25.33%-22.01%

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

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