Screener
TACK vs RHRX
Fairlead Tactical Sector Fund vs RH Tactical Rotation ETF
Key differences
TACK is a mixed asset ETF, while RHRX is an alternative ETF. TACK charges 0.69% a year and RHRX 1.38%.
- TACK is a mixed asset fund, while RHRX is an alternative fund. They carry different risk/return profiles.
- TACK follows a active selection strategy; RHRX uses option income.
- TACK costs 0.69% less per year.
- TACK 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
| TACK | RHRX | |
|---|---|---|
| Annual cost (TER) | 0.69% | 1.38% |
| Fund size (AUM) | $283M | $36M |
| Since | 2022 | 2012 |
| Dividend yield | 1.22% | 0.00% |
| Asset class | mixed asset | alternative |
| Region | north america | north america |
| Strategy | active selection | option income |
| CAGR 1Y | -88.7% | +33.8% |
| CAGR 3Y | -48.6% | +21.1% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | -0.43 | 1.02 |
| Volatility 1Y | 90.58% | 13.62% |
| Max drawdown | -90.38% | -25.33% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.