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RMIF vs STOX

LHA Risk-Managed Income ETF vs Horizon Core Equity ETF

RMIF

LHA Risk-Managed Income ETF

Annual cost

1.55%

Fund size

$26M

STOX

Horizon Core Equity ETF

Annual cost

0.70%

Fund size

$150M

Key differences

RMIF is a fixed income ETF, while STOX is an alternative ETF. RMIF charges 1.55% a year and STOX 0.70%.

  • RMIF is a fixed income fund, while STOX is an alternative fund. They carry different risk/return profiles.
  • RMIF follows a active selection strategy; STOX uses option income.
  • STOX costs 0.85% less per year.
  • STOX is much larger than RMIF. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

RMIFSTOX
Annual cost (TER)1.55%0.70%
Fund size (AUM)$26M$150M
Since20232025
Dividend yield5.29%
Asset classfixed incomealternative
Regionnorth americanorth america
Strategyactive selectionoption income
CAGR 1Y+3.0%N/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y2.65%
Max drawdown-3.01%-9.33%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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