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RHRXRH Tactical Rotation ETF

Get income#1406 of 1640 for Get income

Seeks capital appreciation.

Adaptive ETF · Since 2012 (13 years)

Annual Cost

1.38%

#5161 out of 5,332 ETFs

Fund Size

$22M

#4046 out of 5,332 ETFs

Dividend Yield

0.00%

Track Record

13 years

#1043 out of 5,332 ETFs

Performance

1 Year

+42.8%

3 Years

+21.6%

5 Years

N/A

What's inside

Asset class
Strategy
option income

Asset allocation

Stocks
92.7%
Cash
7.1%
Bonds
1.6%

Top holdings

State Street® SPDR® S&P 500® ETFSPY21.9%
Vanguard Value ETFVTV21.7%
State Street®UtilSelSectSPDR®ETFXLU16.9%
State Street®MatSelSectSPDR®ETFXLB16.3%
iShares Semiconductor ETFSOXX16.2%
Simplify Volatility Premium ETFSVOL4.9%

Risk profile

Volatility (1Y)

13.2%

Moderate

Max drawdown

-25.3%

Worst peak-to-trough loss

Sharpe (3Y)

1.06

Excellent risk-adjusted returns

Sortino (3Y)

1.55

Good downside protection

Similar ETFs

Our take

Structural notes on how this fund behaves. Read our guide on the 6 warning signs.

Covered call
Warning

Covered call ETF — yield ≠ total return

The high distribution yield is not free income — it comes from selling upside via call options. Research finds these strategies systematically underperform their underlying index over full cycles, typically by 100–300 basis points per year depending on the option-overlay design. The monthly distributions make the shortfall hard to see in return summaries.

Source: Israelov & Ndong, 'A Devil's Bargain: When Generating Income Undermines Investment Returns' (NDVR, 2023)

Why we flagged this: strategy=option_income + option_income_strategy

Educational analysis of structural product characteristics. Not investment advice. Always read the fund prospectus and consult a qualified advisor before investing. More

Data updated on 2026-05-05