Screener
RHTX vs CDX
RH Tactical Outlook ETF vs Simplify High Yield ETF
Key differences
RHTX is a mixed asset ETF, while CDX is a fixed income ETF. RHTX charges 1.51% a year and CDX 0.25%.
- RHTX is a mixed asset fund, while CDX is a fixed income fund. They carry different risk/return profiles.
- RHTX follows a active selection strategy; CDX uses multi strategy.
- RHTX covers global markets; CDX covers North America.
- CDX costs 1.26% less per year.
- CDX is much larger than RHTX. Larger funds are usually more liquid and less likely to close.
- Over the last three 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
| RHTX | CDX | |
|---|---|---|
| Annual cost (TER) | 1.51% | 0.25% |
| Fund size (AUM) | $8M | $407M |
| Since | 2012 | 2022 |
| Dividend yield | 0.00% | 8.31% |
| Asset class | mixed asset | fixed income |
| Region | global | north america |
| Strategy | active selection | multi strategy |
| CAGR 1Y | +21.9% | -0.4% |
| CAGR 3Y | +15.3% | +7.9% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.75 | 0.43 |
| Volatility 1Y | 15.56% | 5.80% |
| Max drawdown | -24.68% | -13.24% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.