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TUGN vs RHRX

STF Tactical Growth & Income ETF vs RH Tactical Rotation ETF

TUGN

STF Tactical Growth & Income ETF

STFM

Annual cost

0.65%

Fund size

$78M

RHRX

RH Tactical Rotation ETF

Adaptive ETF

Annual cost

1.38%

Fund size

$34M

Key differences

  • TUGN costs 0.73% less per year.
  • Over the last 3 years, TUGN has delivered higher annualized returns.
  • RHRX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

TUGNRHRX
Annual cost (TER)0.65%1.38%
Fund size (AUM)$78M$34M
Since20222012
Dividend yield11.46%0.00%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomeoption income
CAGR 1Y+35.8%+39.5%
CAGR 3Y+24.2%+22.4%
CAGR 5YN/AN/A
Sharpe 3Y1.101.09
Volatility 1Y15.35%13.26%
Max drawdown-23.45%-25.33%

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

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