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XLSR vs RHTX
State Street US Sector Rotation ETF vs RH Tactical Outlook ETF
Key differences
- XLSR costs 0.81% less per year.
- XLSR is significantly larger than RHTX — larger funds tend to be more liquid and less likely to close.
- XLSR is classified as equity, while RHTX is mixed asset — different risk/return profiles.
- XLSR covers north america markets; RHTX covers global.
- XLSR follows a index tracking strategy; RHTX uses active selection.
- Over the last 3 years, XLSR has delivered higher annualized returns.
- RHTX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| XLSR | RHTX | |
|---|---|---|
| Annual cost (TER) | 0.70% | 1.51% |
| Fund size (AUM) | $946M | $9M |
| Since | 2019 | 2012 |
| Dividend yield | 0.55% | 0.00% |
| Asset class | equity | mixed asset |
| Region | north america | global |
| Strategy | index tracking | active selection |
| CAGR 1Y | +26.5% | +26.2% |
| CAGR 3Y | +18.3% | +16.1% |
| CAGR 5Y | +10.9% | N/A |
| Sharpe 3Y | 0.92 | 0.81 |
| Volatility 1Y | 12.37% | 15.10% |
| Max drawdown | -32.94% | -24.68% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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