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Dividend Vision

RHRX ETF — RH Tactical Rotation ETF

RH Tactical Rotation ETF (RHRX)

Updated October 16, 2026.

RHRX is an ETF. its expense ratio is 1.38%. Total return is 49.5% over the past 4.9 years, 24.5 points behind SPY at 74.0%.

RH Tactical Rotation ETF is an actively managed fund that seeks capital appreciation by investing in other registered ETFs holding equity securities from the S&P 500 Index. The fund does not currently distribute income and carries an expense ratio of 1.38%. It may appeal to growth-oriented investors seeking exposure to large-cap U.S. equities through a multi-ETF portfolio structure rather than a traditional index approach.

RHRX holdings and sector exposure

Holdings are not available for this snapshot.

RHRX performance versus SPY

Price and return data through 2026-10-16.

Total return is 49.5% over the past 4.9 years, 24.5 points behind SPY at 74.0%. Over the past year its total return — price change plus distributions reinvested — is 19.6%. Its deepest 1-year drawdown was 6.8%.

WindowTotal returnCAGR
1M1.5%—
3M-0.1%—
6M6.3%—
YTD17.3%—
1Y19.6%—
2Y CAGR—16.70%
3Y CAGR—20.90%
Since inception (4.9 years)49.5%8.50%

RHRX key facts

Issuer
RH Tactical
Asset type
ETF
Asset class
Multi-Asset
Inception date
09/20/2012
Expense ratio
1.38%
Distribution frequency
None
Last close
$21.59 (as of 2026-10-16)
AUM
$57,490,158
Average volume
5025.0
Beta
1.0

How Dividend Vision calculates yield and returns

Distribution rate (the posted rate) uses calculation basis unavailable. Issuer rates can use a different denominator and date, including ex-date NAV. Trailing-12-month yield is the sum of split-adjusted cash distributions with ex-dates in the last 12 months, divided by the published price. It lags a recent raise or cut. Total return uses split-adjusted close with distributions reinvested on the ex-dividend date (a modeling convention, not the cash-settlement date) from the first stored bar on or after inception through the latest bar, compared with the same window on the benchmark. That is the security's total return, not your personal gain/loss.

Yield and safety methodology · Distribution rate methodology · Distribution Safety Score methodology

Sources and review

Primary sources: RH Tactical; prices and distributions from Dividend Vision, derived from vendor EOD data.

Reviewed by Bert Sweet, CEO and Co-owner of Dividend Vision. Methodology: Distribution Safety Score.

RHRX risks and drawbacks

Total return has trailed SPY over the available window. The deepest 1-year drawdown on record here is 6.8%.

Who may consider RHRX — and who may not

It is a weaker fit for investors who need monthly cash flow (RHRX does not currently distribute); investors whose main goal is matching SPY total return. This is educational context, not a recommendation to buy or sell.

More on RHRX

Frequently asked questions

Does RHRX pay monthly?

No. RHRX does not currently distribute.

What is RHRX's expense ratio?

RHRX's expense ratio is 1.38%.

When does RHRX pay a dividend?

RHRX does not currently distribute.

How has RHRX performed?

Total return is 49.5% over the past 4.9 years, 24.5 points behind SPY at 74.0%. Over the past year its total return — price change plus distributions reinvested — is 19.6%. Its deepest 1-year drawdown was 6.8%.

DividendVision analysis is generated from public SEC filing data and may not capture every change. Review the original filing for complete information.