Screener
TAFI vs RHTX
AB Tax-Aware Short Duration Municipal ETF vs RH Tactical Outlook ETF
Key differences
TAFI is a fixed income ETF, while RHTX is a mixed asset ETF. TAFI charges 0.27% a year and RHTX 1.51%.
- TAFI is a fixed income fund, while RHTX is a mixed asset fund. They carry different risk/return profiles.
- TAFI costs 1.24% less per year.
- TAFI 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
| TAFI | RHTX | |
|---|---|---|
| Annual cost (TER) | 0.27% | 1.51% |
| Fund size (AUM) | $1.3B | $8M |
| Since | 2022 | 2012 |
| Dividend yield | 3.17% | 0.00% |
| Asset class | fixed income | mixed asset |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +3.8% | +21.9% |
| CAGR 3Y | +3.7% | +15.3% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.04 | 0.75 |
| Volatility 1Y | 1.46% | 15.56% |
| Max drawdown | -2.14% | -24.68% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.