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RULE vs RHRX

Adaptive Core ETF vs RH Tactical Rotation ETF

RULE

Adaptive Core ETF

Mohrfunds

Annual cost

1.84%

Fund size

$14M

RHRX

RH Tactical Rotation ETF

Adaptive ETF

Annual cost

1.38%

Fund size

$34M

Key differences

  • RHRX costs 0.46% less per year.
  • RULE is classified as mixed asset, while RHRX is alternative — different risk/return profiles.
  • RULE follows a active selection strategy; RHRX uses option income.
  • Over the last 3 years, RHRX has delivered higher annualized returns.
  • RHRX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

RULERHRX
Annual cost (TER)1.84%1.38%
Fund size (AUM)$14M$34M
Since20212012
Dividend yield0.00%0.00%
Asset classmixed assetalternative
Regionnorth america
Strategyactive selectionoption income
CAGR 1Y+41.5%+39.5%
CAGR 3Y+16.7%+22.4%
CAGR 5YN/AN/A
Sharpe 3Y0.811.09
Volatility 1Y19.69%13.26%
Max drawdown-30.48%-25.33%

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

Similar to RULE and RHRX