RHRX vs VYM
RH Tactical Rotation ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. RHRX delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.
Side-by-Side Comparison
| Metric | RHRX | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 1.38% | 0.04% | |
| AUM | $41M | $81.6B | |
| Dividend Yield | 0.00% | 2.24% | |
| Holdings | 8 | 616 | |
| YTD Return | +18.08% | +14.66% | |
| 1Y Return | +27.43% | +22.16% | |
| 3Y Return (annualized) | +20.88% | +18.72% | |
| 5Y Return (annualized) | - | +12.18% | |
| Volatility (annualized) | 15.9% | 14.6% | |
| Max Drawdown | -25.3% | -58.8% | |
| Fund Family | Adaptive ETFs | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Sep 20, 2012 | Nov 10, 2006 |
RHRX vs VYM Performance
RH Tactical Rotation ETF (RHRX) is a ETF from Adaptive ETFs and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year RHRX returned +27.43% while VYM returned +22.16%. Year to date, RHRX is up 18.08% versus a gain of 14.66% for VYM.
Over three years, RHRX compounded at +20.88% per year against +18.72% for VYM. Across the full 5-year window we track, RHRX has the edge at +8.86% annualized vs +7.01%. 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 14.6% for VYM. 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 -58.8% for VYM. 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 VYM charges 0.04%. On a $10,000 position that is $138 vs $4 annually, a gap of $134 per year that compounds over a long holding period. On income, RHRX currently yields 0.00% against 2.24% for VYM.
Holdings Overlap
RHRX and VYM share 0 holdings out of 608 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 VYM?
RHRX has an expense ratio of 1.38% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $134 per year of difference.
Which performed better, RHRX or VYM?
Over the past year RHRX returned +27.43% vs +22.16% for VYM, so RHRX leads on 1-year performance. Over the longest common window we track (5 years), RHRX annualized +8.86% vs +7.01% for VYM. Past performance does not guarantee future results.
Which is riskier, RHRX or VYM?
RHRX has been the more volatile fund at 15.9% annualized versus 14.6% for VYM. Worst drawdown: RHRX -25.3% vs VYM -58.8%.
Should I hold both RHRX and VYM?
RHRX and VYM 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 VYM?
RHRX and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 608 unique securities.
Which pays a higher dividend, RHRX or VYM?
RHRX yields 0.00% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.
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