Screener
RHTX vs TACK
RH Tactical Outlook ETF vs Fairlead Tactical Sector Fund
Key differences
Both RHTX and TACK are mixed asset ETFs. RHTX charges 1.51% a year and TACK 0.69%. The main difference: RHTX covers global markets; TACK covers North America.
- RHTX covers global markets; TACK covers North America.
- TACK costs 0.82% less per year.
- TACK 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 | TACK | |
|---|---|---|
| Annual cost (TER) | 1.51% | 0.69% |
| Fund size (AUM) | $8M | $283M |
| Since | 2012 | 2022 |
| Dividend yield | 0.00% | 1.22% |
| Asset class | mixed asset | mixed asset |
| Region | global | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +21.9% | -88.6% |
| CAGR 3Y | +15.3% | -48.1% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.75 | -0.41 |
| Volatility 1Y | 15.56% | 90.59% |
| Max drawdown | -24.68% | -90.38% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.