RHRX vs VXUS

Quick Verdict

VXUS has a lower expense ratio. RHRX delivered stronger 1-year returns. VXUS offers more diversification with 7861 holdings.

Lower Fees: VXUSHigher Returns: RHRXMore Diversified: VXUS

Side-by-Side Comparison

MetricRHRXVXUSWinner
Expense Ratio1.38%0.05%
AUM$39M$156.5B
Dividend Yield0.00%2.60%
Holdings98,747
YTD Return+20.14%+14.19%
1Y Return+29.78%+27.38%
3Y Return (annualized)+20.79%+19.53%
5Y Return (annualized)-+9.03%
Volatility (annualized)15.9%15.1%
Max Drawdown-25.3%-39.9%
Fund FamilyAdaptive ETFsVanguard (US)
CategoryEquityEquity
InceptionSep 20, 2012Jan 26, 2011

RHRX vs VXUS Performance

RH Tactical Rotation ETF (RHRX) is a ETF from Adaptive ETFs and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year RHRX returned +29.78% while VXUS returned +27.38%. Year to date, RHRX is up 20.14% versus a gain of 14.19% for VXUS.

Over three years, RHRX compounded at +20.79% per year against +19.53% for VXUS. Across the full 5-year window we track, RHRX has the edge at +9.30% annualized vs +4.83%. 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 15.1% for VXUS. 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 -39.9% for VXUS. 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 0.75. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

RHRX charges 1.38% per year while VXUS charges 0.05%. On a $10,000 position that is $138 vs $5 annually, a gap of $133 per year that compounds over a long holding period. On income, RHRX currently yields 0.00% against 2.60% for VXUS.

Holdings Overlap

0.0%overlap

RHRX and VXUS share 0 holdings out of 7867 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 VXUS?

RHRX has an expense ratio of 1.38% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $133 per year of difference.

Which performed better, RHRX or VXUS?

Over the past year RHRX returned +29.78% vs +27.38% for VXUS, so RHRX leads on 1-year performance. Over the longest common window we track (5 years), RHRX annualized +9.30% vs +4.83% for VXUS. Past performance does not guarantee future results.

Which is riskier, RHRX or VXUS?

RHRX has been the more volatile fund at 15.9% annualized versus 15.1% for VXUS. Worst drawdown: RHRX -25.3% vs VXUS -39.9%.

Should I hold both RHRX and VXUS?

RHRX and VXUS have a monthly-return correlation of 0.75, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between RHRX and VXUS?

RHRX and VXUS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 7867 unique securities.

Which pays a higher dividend, RHRX or VXUS?

RHRX yields 0.00% while VXUS yields 2.60%, so VXUS currently pays the higher dividend yield.

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