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RHTX vs BTR

RH Tactical Outlook ETF vs Beacon Tactical Risk ETF

RHTX

RH Tactical Outlook ETF

Adaptive ETF

Annual cost

1.51%

Fund size

$9M

BTR

Beacon Tactical Risk ETF

Beacon Capital Management Inc

Annual cost

1.08%

Fund size

$37M

Key differences

  • BTR costs 0.43% less per year.
  • BTR is significantly larger than RHTX — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, RHTX has delivered higher annualized returns.
  • RHTX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

RHTXBTR
Annual cost (TER)1.51%1.08%
Fund size (AUM)$9M$37M
Since20122023
Dividend yield0.00%1.19%
Asset classmixed assetmixed asset
Regionglobal
Strategyactive selectionactive selection
CAGR 1Y+27.3%+20.1%
CAGR 3Y+16.2%+4.4%
CAGR 5YN/AN/A
Sharpe 3Y0.820.13
Volatility 1Y15.12%9.77%
Max drawdown-24.68%-16.67%

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

Similar to RHTX and BTR