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RHRX vs TUGN

RH Tactical Rotation ETF vs STF Tactical Growth & Income ETF

RHRX

RH Tactical Rotation ETF

Adaptive ETF

Annual cost

1.38%

Fund size

$34M

TUGN

STF Tactical Growth & Income ETF

STFM

Annual cost

0.65%

Fund size

$78M

Key differences

  • TUGN costs 0.73% less per year.
  • Over the last 3 years, TUGN has delivered higher annualized returns.
  • RHRX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

RHRXTUGN
Annual cost (TER)1.38%0.65%
Fund size (AUM)$34M$78M
Since20122022
Dividend yield0.00%11.46%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomeoption income
CAGR 1Y+39.5%+35.8%
CAGR 3Y+22.4%+24.2%
CAGR 5YN/AN/A
Sharpe 3Y1.091.10
Volatility 1Y13.26%15.35%
Max drawdown-25.33%-23.45%

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

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