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RHRX vs SAMM

RH Tactical Rotation ETF vs Strategas Macro Momentum ETF

RHRX

RH Tactical Rotation ETF

Adaptive ETF

Annual cost

1.38%

Fund size

$34M

SAMM

Strategas Macro Momentum ETF

Strategas Asset Management, LLC

Annual cost

0.65%

Fund size

$28M

Key differences

  • SAMM costs 0.73% less per year.
  • RHRX is classified as alternative, while SAMM is equity — different risk/return profiles.
  • RHRX follows a option income strategy; SAMM uses active selection.
  • RHRX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

RHRXSAMM
Annual cost (TER)1.38%0.65%
Fund size (AUM)$34M$28M
Since20122024
Dividend yield0.00%0.98%
Asset classalternativeequity
Regionnorth americanorth america
Strategyoption incomeactive selection
CAGR 1Y+42.3%+28.2%
CAGR 3Y+22.9%N/A
CAGR 5YN/AN/A
Sharpe 3Y1.11N/A
Volatility 1Y13.30%17.03%
Max drawdown-25.33%-24.09%

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

Similar to RHRX and SAMM