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RHTX vs SAMM

RH Tactical Outlook ETF vs Strategas Macro Momentum ETF

RHTX

RH Tactical Outlook ETF

Adaptive ETF

Annual cost

1.51%

Fund size

$9M

SAMM

Strategas Macro Momentum ETF

Strategas Asset Management, LLC

Annual cost

0.65%

Fund size

$28M

Key differences

  • SAMM costs 0.86% less per year.
  • SAMM is significantly larger than RHTX — larger funds tend to be more liquid and less likely to close.
  • RHTX is classified as mixed asset, while SAMM is equity — different risk/return profiles.
  • RHTX covers global markets; SAMM covers north america.
  • RHTX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

RHTXSAMM
Annual cost (TER)1.51%0.65%
Fund size (AUM)$9M$28M
Since20122024
Dividend yield0.00%0.98%
Asset classmixed assetequity
Regionglobalnorth america
Strategyactive selectionactive selection
CAGR 1Y+27.3%+28.2%
CAGR 3Y+16.2%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.82N/A
Volatility 1Y15.12%17.03%
Max drawdown-24.68%-24.09%

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

Similar to RHTX and SAMM