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RHRX vs RHTX

RH Tactical Rotation ETF vs RH Tactical Outlook ETF

RHRX

RH Tactical Rotation ETF

Adaptive ETF

Annual cost

1.38%

Fund size

$34M

RHTX

RH Tactical Outlook ETF

Adaptive ETF

Annual cost

1.51%

Fund size

$9M

Key differences

  • RHRX costs 0.13% less per year.
  • RHRX is significantly larger than RHTX — larger funds tend to be more liquid and less likely to close.
  • RHRX is classified as alternative, while RHTX is mixed asset — different risk/return profiles.
  • RHRX covers north america markets; RHTX covers global.
  • RHRX follows a option income strategy; RHTX uses active selection.
  • Over the last 3 years, RHRX has delivered higher annualized returns.

Side-by-side comparison

RHRXRHTX
Annual cost (TER)1.38%1.51%
Fund size (AUM)$34M$9M
Since20122012
Dividend yield0.00%0.00%
Asset classalternativemixed asset
Regionnorth americaglobal
Strategyoption incomeactive selection
CAGR 1Y+39.5%+26.2%
CAGR 3Y+22.4%+16.1%
CAGR 5YN/AN/A
Sharpe 3Y1.090.81
Volatility 1Y13.26%15.10%
Max drawdown-25.33%-24.68%

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

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