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RHRX vs SHUS

RH Tactical Rotation ETF vs Stratified LargeCap Hedged ETF

RHRX

RH Tactical Rotation ETF

Annual cost

1.38%

Fund size

$36M

SHUS

Stratified LargeCap Hedged ETF

Annual cost

0.79%

Fund size

$24M

Key differences

Both RHRX and SHUS are alternative ETFs. RHRX charges 1.38% a year and SHUS 0.79%. The main difference: SHUS costs 0.59% less per year.

  • SHUS costs 0.59% less per year.
  • 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

RHRXSHUS
Annual cost (TER)1.38%0.79%
Fund size (AUM)$36M$24M
Since20122021
Dividend yield0.00%1.27%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomeoption income
CAGR 1Y+36.9%+18.0%
CAGR 3Y+22.4%+10.6%
CAGR 5YN/AN/A
Sharpe 3Y1.080.61
Volatility 1Y13.75%10.17%
Max drawdown-25.33%-14.09%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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