RHTX vs VYM
RH Tactical Outlook ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | RHTX | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 1.51% | 0.04% | |
| AUM | $8M | $79.0B | |
| Dividend Yield | 0.00% | 2.86% | |
| Holdings | 8 | 568 | |
| YTD Return | +9.09% | +16.53% | |
| 1Y Return | +19.43% | +25.03% | |
| 3Y Return (annualized) | +14.84% | +18.54% | |
| 5Y Return (annualized) | - | +12.25% | |
| Volatility (annualized) | 14.4% | 14.6% | |
| Max Drawdown | -24.7% | -58.8% | |
| Fund Family | Adaptive ETFs | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Sep 20, 2012 | Nov 10, 2006 |
RHTX vs VYM Performance
RH Tactical Outlook ETF (RHTX) is a ETF from Adaptive ETFs and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year RHTX returned +19.43% while VYM returned +25.03%. Year to date, RHTX is up 9.09% versus a gain of 16.53% for VYM.
Over three years, RHTX compounded at +14.84% per year against +18.54% for VYM. Across the full 5-year window we track, VYM has the edge at +7.10% annualized vs +5.44%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% 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 -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 0.83. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
RHTX charges 1.51% per year while VYM charges 0.04%. On a $10,000 position that is $151 vs $4 annually, a gap of $147 per year that compounds over a long holding period. On income, RHTX currently yields 0.00% against 2.86% for VYM.
Holdings Overlap
RHTX and VYM share 0 holdings out of 565 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 VYM?
RHTX has an expense ratio of 1.51% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $147 per year of difference.
Which performed better, RHTX or VYM?
Over the past year RHTX returned +19.43% vs +25.03% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (5 years), RHTX annualized +5.44% vs +7.10% for VYM. Past performance does not guarantee future results.
Which is riskier, RHTX or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 14.4% for RHTX. Worst drawdown: RHTX -24.7% vs VYM -58.8%.
Should I hold both RHTX and VYM?
RHTX and VYM have a monthly-return correlation of 0.83, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between RHTX and VYM?
RHTX and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 565 unique securities.
Which pays a higher dividend, RHTX or VYM?
RHTX yields 0.00% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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