Screener
RHRX vs SDSI
RH Tactical Rotation ETF vs American Century Short Duration Strategic Income ETF
Key differences
RHRX is an alternative ETF, while SDSI is a fixed income ETF. RHRX charges 1.38% a year and SDSI 0.32%.
- RHRX is an alternative fund, while SDSI is a fixed income fund. They carry different risk/return profiles.
- RHRX follows a option income strategy; SDSI uses active selection.
- SDSI costs 1.06% less per year.
- SDSI is much larger than RHRX. Larger funds are usually more liquid and less likely to close.
- Over the last three 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
| RHRX | SDSI | |
|---|---|---|
| Annual cost (TER) | 1.38% | 0.32% |
| Fund size (AUM) | $36M | $218M |
| Since | 2012 | 2022 |
| Dividend yield | 0.00% | 4.84% |
| Asset class | alternative | fixed income |
| Region | north america | north america |
| Strategy | option income | active selection |
| CAGR 1Y | +36.9% | +4.8% |
| CAGR 3Y | +22.4% | +5.7% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.08 | 0.94 |
| Volatility 1Y | 13.75% | 1.65% |
| Max drawdown | -25.33% | -1.29% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.