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SAMM vs RHRX

Strategas Macro Momentum ETF vs RH Tactical Rotation ETF

SAMM

Strategas Macro Momentum ETF

Strategas Asset Management, LLC

Annual cost

0.65%

Fund size

$28M

RHRX

RH Tactical Rotation ETF

Adaptive ETF

Annual cost

1.38%

Fund size

$34M

Key differences

  • SAMM costs 0.73% less per year.
  • SAMM is classified as equity, while RHRX is alternative — different risk/return profiles.
  • SAMM follows a active selection strategy; RHRX uses option income.
  • RHRX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SAMMRHRX
Annual cost (TER)0.65%1.38%
Fund size (AUM)$28M$34M
Since20242012
Dividend yield0.98%0.00%
Asset classequityalternative
Regionnorth americanorth america
Strategyactive selectionoption income
CAGR 1Y+26.5%+39.5%
CAGR 3YN/A+22.4%
CAGR 5YN/AN/A
Sharpe 3YN/A1.09
Volatility 1Y16.99%13.26%
Max drawdown-24.09%-25.33%

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

Similar to SAMM and RHRX