Screener
YLD vs RHRX
Principal Active High Yield ETF vs RH Tactical Rotation ETF
Key differences
YLD is a fixed income ETF, while RHRX is an alternative ETF. YLD charges 0.39% a year and RHRX 1.38%.
- YLD is a fixed income fund, while RHRX is an alternative fund. They carry different risk/return profiles.
- YLD follows a active selection strategy; RHRX uses option income.
- YLD covers global markets; RHRX covers North America.
- YLD costs 0.99% less per year.
- YLD is much larger than RHRX. Larger funds are usually more liquid and less likely to close.
- Over the last three years, RHRX has delivered higher annualized returns.
Side-by-side comparison
| YLD | RHRX | |
|---|---|---|
| Annual cost (TER) | 0.39% | 1.38% |
| Fund size (AUM) | $545M | $36M |
| Since | 2015 | 2012 |
| Dividend yield | 7.29% | 0.00% |
| Asset class | fixed income | alternative |
| Region | global | north america |
| Strategy | active selection | option income |
| CAGR 1Y | +7.3% | +36.9% |
| CAGR 3Y | +9.0% | +22.4% |
| CAGR 5Y | +4.9% | N/A |
| Sharpe 3Y | 0.91 | 1.08 |
| Volatility 1Y | 4.36% | 13.75% |
| Max drawdown | -28.34% | -25.33% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.