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RULE vs RHTX

Adaptive Core ETF vs RH Tactical Outlook ETF

RULE

Adaptive Core ETF

Mohrfunds

Annual cost

1.84%

Fund size

$14M

RHTX

RH Tactical Outlook ETF

Adaptive ETF

Annual cost

1.51%

Fund size

$9M

Key differences

  • RHTX costs 0.33% less per year.
  • RHTX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

RULERHTX
Annual cost (TER)1.84%1.51%
Fund size (AUM)$14M$9M
Since20212012
Dividend yield0.00%0.00%
Asset classmixed assetmixed asset
Regionglobal
Strategyactive selectionactive selection
CAGR 1Y+41.5%+26.2%
CAGR 3Y+16.7%+16.1%
CAGR 5YN/AN/A
Sharpe 3Y0.810.81
Volatility 1Y19.69%15.10%
Max drawdown-30.48%-24.68%

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

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