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RHTX vs KOOL
RH Tactical Outlook ETF vs North Shore Equity Rotation ETF
Key differences
- KOOL costs 0.57% less per year.
- KOOL is significantly larger than RHTX — larger funds tend to be more liquid and less likely to close.
- RHTX is classified as mixed asset, while KOOL is equity — different risk/return profiles.
- RHTX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| RHTX | KOOL | |
|---|---|---|
| Annual cost (TER) | 1.51% | 0.94% |
| Fund size (AUM) | $9M | $59M |
| Since | 2012 | 2024 |
| Dividend yield | 0.00% | 0.35% |
| Asset class | mixed asset | equity |
| Region | global | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +26.2% | +32.8% |
| CAGR 3Y | +16.1% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.81 | N/A |
| Volatility 1Y | 15.10% | 12.98% |
| Max drawdown | -24.68% | -20.46% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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