Screener
RHTX vs MSTB
RH Tactical Outlook ETF vs LHA Market State Tactical Beta ETF
Key differences
RHTX is a mixed asset ETF, while MSTB is an equity ETF. RHTX charges 1.51% a year and MSTB 1.38%.
- RHTX is a mixed asset fund, while MSTB is an equity fund. They carry different risk/return profiles.
- RHTX covers global markets; MSTB covers North America.
- MSTB costs 0.13% less per year.
- MSTB is much larger than RHTX. Larger funds are usually more liquid and less likely to close.
- Over the last three years, MSTB has delivered higher annualized returns.
- RHTX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| RHTX | MSTB | |
|---|---|---|
| Annual cost (TER) | 1.51% | 1.38% |
| Fund size (AUM) | $8M | $197M |
| Since | 2012 | 2020 |
| Dividend yield | 0.00% | 0.38% |
| Asset class | mixed asset | equity |
| Region | global | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +21.9% | +17.4% |
| CAGR 3Y | +15.3% | +17.8% |
| CAGR 5Y | N/A | +8.2% |
| Sharpe 3Y | 0.75 | 1.14 |
| Volatility 1Y | 15.56% | 10.59% |
| Max drawdown | -24.68% | -25.64% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.