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SDSI vs RHRX

American Century Short Duration Strategic Income ETF vs RH Tactical Rotation ETF

SDSI

American Century Short Duration Strategic Income ETF

Annual cost

0.32%

Fund size

$218M

RHRX

RH Tactical Rotation ETF

Annual cost

1.38%

Fund size

$36M

Key differences

SDSI is a fixed income ETF, while RHRX is an alternative ETF. SDSI charges 0.32% a year and RHRX 1.38%.

  • SDSI is a fixed income fund, while RHRX is an alternative fund. They carry different risk/return profiles.
  • SDSI follows a active selection strategy; RHRX uses option income.
  • SDSI costs 1.06% less per year.
  • SDSI is much larger than RHRX. Larger funds are usually more liquid and less likely to close.
  • Over the last three 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

SDSIRHRX
Annual cost (TER)0.32%1.38%
Fund size (AUM)$218M$36M
Since20222012
Dividend yield4.84%0.00%
Asset classfixed incomealternative
Regionnorth americanorth america
Strategyactive selectionoption income
CAGR 1Y+4.8%+36.9%
CAGR 3Y+5.7%+22.4%
CAGR 5YN/AN/A
Sharpe 3Y0.941.08
Volatility 1Y1.65%13.75%
Max drawdown-1.29%-25.33%

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

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