Screener
RHTX vs YLD
RH Tactical Outlook ETF vs Principal Active High Yield ETF
Key differences
RHTX is a mixed asset ETF, while YLD is a fixed income ETF. RHTX charges 1.51% a year and YLD 0.39%.
- RHTX is a mixed asset fund, while YLD is a fixed income fund. They carry different risk/return profiles.
- YLD costs 1.12% less per year.
- YLD 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.
Side-by-side comparison
| RHTX | YLD | |
|---|---|---|
| Annual cost (TER) | 1.51% | 0.39% |
| Fund size (AUM) | $8M | $545M |
| Since | 2012 | 2015 |
| Dividend yield | 0.00% | 7.29% |
| Asset class | mixed asset | fixed income |
| Region | global | global |
| Strategy | active selection | active selection |
| CAGR 1Y | +21.9% | +7.3% |
| CAGR 3Y | +15.3% | +9.0% |
| CAGR 5Y | N/A | +4.9% |
| Sharpe 3Y | 0.75 | 0.91 |
| Volatility 1Y | 15.56% | 4.36% |
| Max drawdown | -24.68% | -28.34% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.