ASGM vs. RHRX
ASGM (Virtus AlphaSimplex Global Macro ETF) and RHRX (RH Tactical Rotation ETF) are both Tactical Allocation funds. Both are actively managed. Their correlation of 0.81 suggests significant overlap in exposure. ASGM charges 0.86%/yr vs 1.36%/yr for RHRX.
Performance
ASGM vs. RHRX - Performance Comparison
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Returns By Period
In the year-to-date period, ASGM achieves a 22.52% return, which is significantly higher than RHRX's 21.30% return.
ASGM
- 1D
- -0.53%
- 1M
- 7.21%
- YTD
- 22.52%
- 6M
- 24.07%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
RHRX
- 1D
- -0.34%
- 1M
- 6.95%
- YTD
- 21.30%
- 6M
- 21.26%
- 1Y
- 40.94%
- 3Y*
- 22.87%
- 5Y*
- —
- 10Y*
- —
ASGM vs. RHRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
ASGM Virtus AlphaSimplex Global Macro ETF | 22.52% | 11.57% |
RHRX RH Tactical Rotation ETF | 21.30% | 9.98% |
Correlation
The correlation between ASGM and RHRX is 0.81, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Aug 6, 2025 | 0.81 |
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Return for Risk
ASGM vs. RHRX — Risk / Return Rank
ASGM
RHRX
ASGM vs. RHRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus AlphaSimplex Global Macro ETF (ASGM) and RH Tactical Rotation ETF (RHRX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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Sharpe Ratios by Period
| ASGM | RHRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 3.12 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 2.95 | 0.53 | +2.42 |
Drawdowns
ASGM vs. RHRX - Drawdown Comparison
The maximum ASGM drawdown since its inception was -6.62%, smaller than the maximum RHRX drawdown of -25.33%. Use the drawdown chart below to compare losses from any high point for ASGM and RHRX.
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Drawdown Indicators
| ASGM | RHRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -6.62% | -25.33% | +18.71% |
Max Drawdown (1Y)Largest decline over 1 year | — | -6.83% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -21.90% | — |
Current DrawdownCurrent decline from peak | -0.53% | -0.34% | -0.19% |
Average DrawdownAverage peak-to-trough decline | -1.22% | -8.95% | +7.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.74% | — |
Volatility
ASGM vs. RHRX - Volatility Comparison
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Volatility by Period
| ASGM | RHRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 4.35% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 9.73% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 15.67% | 13.19% | +2.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.67% | 19.03% | -3.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.67% | 19.03% | -3.36% |
ASGM vs. RHRX - Expense Ratio Comparison
ASGM has a 0.86% expense ratio, which is lower than RHRX's 1.36% expense ratio.
Dividends
ASGM vs. RHRX - Dividend Comparison
ASGM's dividend yield for the trailing twelve months is around 3.69%, while RHRX has not paid dividends to shareholders.
| Position | TTM | 2025 |
|---|---|---|
ASGM Virtus AlphaSimplex Global Macro ETF | 3.69% | 4.52% |
RHRX RH Tactical Rotation ETF | 0.00% | 0.00% |
Frequently Asked Questions
ASGM and RHRX have a correlation of 0.81, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, ASGM is cheaper at 0.86% per year. The better choice depends on whether you care most about return, fees, risk, or income.
ASGM is cheaper with a 0.86% expense ratio, compared with 1.36% for RHRX.
ASGM has the higher dividend yield at 3.69%, compared with 0.00% for RHRX.
They also come from different issuers: Virtus and Adaptive. Their fees differ too: 0.86% for ASGM and 1.36% for RHRX.
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