Screener
XLSR vs RHRX
State Street US Sector Rotation ETF vs RH Tactical Rotation ETF
Key differences
- XLSR costs 0.68% less per year.
- XLSR is significantly larger than RHRX — larger funds tend to be more liquid and less likely to close.
- XLSR is classified as equity, while RHRX is alternative — different risk/return profiles.
- XLSR follows a index tracking strategy; RHRX uses option income.
- Over the last 3 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
| XLSR | RHRX | |
|---|---|---|
| Annual cost (TER) | 0.70% | 1.38% |
| Fund size (AUM) | $946M | $34M |
| Since | 2019 | 2012 |
| Dividend yield | 0.55% | 0.00% |
| Asset class | equity | alternative |
| Region | north america | north america |
| Strategy | index tracking | option income |
| CAGR 1Y | +26.5% | +39.5% |
| CAGR 3Y | +18.3% | +22.4% |
| CAGR 5Y | +10.9% | N/A |
| Sharpe 3Y | 0.92 | 1.09 |
| Volatility 1Y | 12.37% | 13.26% |
| Max drawdown | -32.94% | -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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