RHRX vs VOO
RH Tactical Rotation ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. RHRX delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | RHRX | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 1.38% | 0.03% | |
| AUM | $41M | $997.4B | |
| Dividend Yield | 0.00% | 1.08% | |
| Holdings | 8 | 509 | |
| YTD Return | +18.21% | +12.68% | |
| 1Y Return | +28.17% | +21.87% | |
| 3Y Return (annualized) | +20.92% | +22.06% | |
| 5Y Return (annualized) | - | +12.95% | |
| Volatility (annualized) | 15.9% | 14.1% | |
| Max Drawdown | -25.3% | -34.3% | |
| Fund Family | Adaptive ETFs | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Sep 20, 2012 | Sep 7, 2010 |
RHRX vs VOO Performance
RH Tactical Rotation ETF (RHRX) is a ETF from Adaptive ETFs and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year RHRX returned +28.17% while VOO returned +21.87%. Year to date, RHRX is up 18.21% versus a gain of 12.68% for VOO.
Over three years, RHRX compounded at +20.92% per year against +22.06% for VOO. Across the full 5-year window we track, VOO has the edge at +13.47% annualized vs +8.88%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
RHRX has been the more volatile fund, with annualized monthly volatility of 15.9% compared with 14.1% for VOO. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -25.3% for RHRX and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.92. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
RHRX charges 1.38% per year while VOO charges 0.03%. On a $10,000 position that is $138 vs $3 annually, a gap of $135 per year that compounds over a long holding period. On income, RHRX currently yields 0.00% against 1.08% for VOO.
Holdings Overlap
RHRX and VOO share 0 holdings out of 510 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, RHRX or VOO?
RHRX has an expense ratio of 1.38% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $135 per year of difference.
Which performed better, RHRX or VOO?
Over the past year RHRX returned +28.17% vs +21.87% for VOO, so RHRX leads on 1-year performance. Over the longest common window we track (5 years), RHRX annualized +8.88% vs +13.47% for VOO. Past performance does not guarantee future results.
Which is riskier, RHRX or VOO?
RHRX has been the more volatile fund at 15.9% annualized versus 14.1% for VOO. Worst drawdown: RHRX -25.3% vs VOO -34.3%.
Should I hold both RHRX and VOO?
RHRX and VOO have a monthly-return correlation of 0.92, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between RHRX and VOO?
RHRX and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 510 unique securities.
Which pays a higher dividend, RHRX or VOO?
RHRX yields 0.00% while VOO yields 1.08%, so VOO currently pays the higher dividend yield.
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