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RHTX vs TUGN

RH Tactical Outlook ETF vs STF Tactical Growth & Income ETF

RHTX

RH Tactical Outlook ETF

Adaptive ETF

Annual cost

1.51%

Fund size

$9M

TUGN

STF Tactical Growth & Income ETF

STFM

Annual cost

0.65%

Fund size

$78M

Key differences

  • TUGN costs 0.86% less per year.
  • TUGN is significantly larger than RHTX — larger funds tend to be more liquid and less likely to close.
  • RHTX is classified as mixed asset, while TUGN is alternative — different risk/return profiles.
  • RHTX covers global markets; TUGN covers north america.
  • RHTX follows a active selection strategy; TUGN uses option income.
  • Over the last 3 years, TUGN has delivered higher annualized returns.
  • RHTX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

RHTXTUGN
Annual cost (TER)1.51%0.65%
Fund size (AUM)$9M$78M
Since20122022
Dividend yield0.00%11.46%
Asset classmixed assetalternative
Regionglobalnorth america
Strategyactive selectionoption income
CAGR 1Y+26.2%+35.8%
CAGR 3Y+16.1%+24.2%
CAGR 5YN/AN/A
Sharpe 3Y0.811.10
Volatility 1Y15.10%15.35%
Max drawdown-24.68%-23.45%

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

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