RHTX vs VTI
RH Tactical Outlook ETF vs Vanguard Morningstar Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.
Side-by-Side Comparison
| Metric | RHTX | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 1.51% | 0.03% | |
| AUM | $8M | $666.9B | |
| Dividend Yield | 0.00% | 1.07% | |
| Holdings | 9 | 3,543 | |
| YTD Return | +9.33% | +14.82% | |
| 1Y Return | +19.37% | +22.43% | |
| 3Y Return (annualized) | +15.30% | +21.93% | |
| 5Y Return (annualized) | - | +12.34% | |
| Volatility (annualized) | 14.4% | 15.4% | |
| Max Drawdown | -24.7% | -56.6% | |
| Fund Family | Adaptive ETFs | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Sep 20, 2012 | May 24, 2001 |
RHTX vs VTI Performance
RH Tactical Outlook ETF (RHTX) is a ETF from Adaptive ETFs and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year RHTX returned +19.37% while VTI returned +22.43%. Year to date, RHTX is up 9.33% versus a gain of 14.82% for VTI.
Over three years, RHTX compounded at +15.30% per year against +21.93% for VTI. Across the full 5-year window we track, VTI has the edge at +8.16% annualized vs +5.48%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VTI has been the more volatile fund, with annualized monthly volatility of 15.4% compared with 14.4% for RHTX. 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 -24.7% for RHTX and -56.6% for VTI. 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 0.93. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
RHTX charges 1.51% per year while VTI charges 0.03%. On a $10,000 position that is $151 vs $3 annually, a gap of $148 per year that compounds over a long holding period. On income, RHTX currently yields 0.00% against 1.07% for VTI.
Holdings Overlap
RHTX and VTI share 0 holdings out of 2792 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, RHTX or VTI?
RHTX has an expense ratio of 1.51% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $148 per year of difference.
Which performed better, RHTX or VTI?
Over the past year RHTX returned +19.37% vs +22.43% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (5 years), RHTX annualized +5.48% vs +8.16% for VTI. Past performance does not guarantee future results.
Which is riskier, RHTX or VTI?
VTI has been the more volatile fund at 15.4% annualized versus 14.4% for RHTX. Worst drawdown: RHTX -24.7% vs VTI -56.6%.
Should I hold both RHTX and VTI?
RHTX and VTI have a monthly-return correlation of 0.93, 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 RHTX and VTI?
RHTX and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2792 unique securities.
Which pays a higher dividend, RHTX or VTI?
RHTX yields 0.00% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.
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