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TACK vs RHTX

Fairlead Tactical Sector Fund vs RH Tactical Outlook ETF

TACK

Fairlead Tactical Sector Fund

Annual cost

0.69%

Fund size

$283M

RHTX

RH Tactical Outlook ETF

Annual cost

1.51%

Fund size

$8M

Key differences

Both TACK and RHTX are mixed asset ETFs. TACK charges 0.69% a year and RHTX 1.51%. The main difference: TACK covers North America; RHTX covers global markets.

  • TACK covers North America; RHTX covers global markets.
  • TACK costs 0.82% less per year.
  • TACK is much larger than RHTX. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, RHTX has delivered higher annualized returns.
  • RHTX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

TACKRHTX
Annual cost (TER)0.69%1.51%
Fund size (AUM)$283M$8M
Since20222012
Dividend yield1.22%0.00%
Asset classmixed assetmixed asset
Regionnorth americaglobal
Strategyactive selectionactive selection
CAGR 1Y-88.7%+21.0%
CAGR 3Y-48.6%+14.8%
CAGR 5YN/AN/A
Sharpe 3Y-0.430.73
Volatility 1Y90.58%15.34%
Max drawdown-90.38%-24.68%

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

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