BSR vs. RHRX

Last updated Jun 24, 2026

BSR (Beacon Selective Risk ETF) and RHRX (RH Tactical Rotation ETF) are both Tactical Allocation funds. BSR is passively managed, while RHRX is actively managed. Over the past 3 years, BSR returned 7.09%/yr vs 21.00%/yr for RHRX. A 0.74 correlation means they provide meaningful diversification when combined. BSR charges 1.10%/yr vs 1.36%/yr for RHRX.

Performance

BSR vs. RHRX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Beacon Selective Risk ETF (BSR) and RH Tactical Rotation ETF (RHRX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, BSR achieves a 2.77% return, which is significantly lower than RHRX's 18.02% return.

BSR

• 1D: -0.10%
• 1M: -0.29%
• YTD: 2.77%
• 6M: 2.04%
• 1Y: 10.43%
• 3Y*: 7.09%
• 5Y*: —
• 10Y*: —

RHRX

• 1D: -2.79%
• 1M: 0.50%
• YTD: 18.02%
• 6M: 17.04%
• 1Y: 35.22%
• 3Y*: 21.00%
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

BSR vs. RHRX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
BSR Beacon Selective Risk ETF	2.77%	4.21%	12.44%	4.67%
RHRX RH Tactical Rotation ETF	18.02%	16.70%	22.21%	8.28%

Correlation

The correlation between BSR and RHRX is 0.75, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.75
Correlation (3Y) Calculated over the trailing 3-year period	0.74
Correlation (All Time) Calculated using the full available price history since Apr 18, 2023	0.74

The correlation between BSR and RHRX has been stable across timeframes, ranging from 0.74 to 0.75 - a consistent structural relationship.

BSR vs. RHRX - Sectors Allocation Comparison

Sectors	BSR	RHRX
Utilities	12.1%	1.1%
Technology	12.1%	44.9%
Energy	11.9%	1.5%
Healthcare	11.3%	5.1%
Consumer Defensive	11.0%	2.4%
Industrials	10.9%	12.9%
Real Estate	10.7%	1.0%
Basic Materials	10.3%	8.3%
Communication Services	8.4%	8.4%
Consumer Cyclical	1.3%	7.6%
Financial Services	0.1%	6.8%

Return for Risk

BSR vs. RHRX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BSR

BSR Risk / Return Rank: 35
BSR Sharpe Ratio Rank: 36
BSR Sortino Ratio Rank: 34
BSR Omega Ratio Rank: 34
BSR Calmar Ratio Rank: 37
BSR Martin Ratio Rank: 33

RHRX

RHRX Risk / Return Rank: 85
RHRX Sharpe Ratio Rank: 84
RHRX Sortino Ratio Rank: 81
RHRX Omega Ratio Rank: 80
RHRX Calmar Ratio Rank: 90
RHRX Martin Ratio Rank: 90

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BSR vs. RHRX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Beacon Selective Risk ETF (BSR) 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	BSR	RHRX	Difference
Sharpe ratio: Return per unit of total volatility	1.19	2.49	-1.30
Sortino ratio: Return per unit of downside risk	1.67	3.31	-1.64
Omega ratio: Gain probability vs. loss probability	1.21	1.44	-0.23
Calmar ratio: Return relative to maximum drawdown	1.70	5.18	-3.48
Martin ratio: Return relative to average drawdown	4.57	19.38	-14.81

BSR vs. RHRX - Sharpe Ratio Comparison

The current BSR Sharpe Ratio is 1.19, which is lower than the RHRX Sharpe Ratio of 2.49. The chart below compares the historical Sharpe Ratios of BSR and RHRX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

BSR vs. RHRX - Drawdown Comparison

The maximum BSR drawdown since its inception was -15.68%, smaller than the maximum RHRX drawdown of -25.33%. Use the drawdown chart below to compare losses from any high point for BSR and RHRX.

Drawdown Indicators

	BSR	RHRX	Difference
Max Drawdown Largest peak-to-trough decline	-15.68%	-25.33%	+9.65%
Max Drawdown (1Y) Largest decline over 1 year	-6.15%	-6.83%	+0.68%
Max Drawdown (3Y) Largest decline over 3 years	-15.68%	-21.90%	+6.22%
Current Drawdown Current decline from peak	-4.99%	-3.34%	-1.65%
Average Drawdown Average peak-to-trough decline	-4.58%	-8.87%	+4.29%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.29%	1.82%	+0.47%

Volatility

BSR vs. RHRX - Volatility Comparison

The current volatility for Beacon Selective Risk ETF (BSR) is 2.41%, while RH Tactical Rotation ETF (RHRX) has a volatility of 6.49%. This indicates that BSR experiences smaller price fluctuations and is considered to be less risky than RHRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BSR	RHRX	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.41%	6.49%	-4.08%
Volatility (6M) Calculated over the trailing 6-month period	6.52%	11.22%	-4.70%
Volatility (1Y) Calculated over the trailing 1-year period	8.79%	14.24%	-5.45%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.17%	19.12%	-2.95%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.17%	19.12%	-2.95%

BSR vs. RHRX - Expense Ratio Comparison

BSR has a 1.10% expense ratio, which is lower than RHRX's 1.36% expense ratio.

Dividends

BSR vs. RHRX - Dividend Comparison

BSR's dividend yield for the trailing twelve months is around 2.82%, while RHRX has not paid dividends to shareholders.

Position	TTM	2025	2024	2023
BSR Beacon Selective Risk ETF	2.82%	2.89%	0.89%	1.08%
RHRX RH Tactical Rotation ETF	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both BSR and RHRX in my portfolio?

BSR and RHRX have a correlation of 0.75, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, BSR or RHRX?

RHRX has higher volatility (6.49%) compared to BSR (2.41%). In terms of maximum drawdown, BSR dropped -15.68% vs RHRX's -25.33%.

Which ETF is better, BSR or RHRX?

On 3-year performance, RHRX leads with 21.00% vs 7.09% for BSR. On fees, BSR is cheaper at 1.10% per year. On volatility, BSR has been the lower-risk option at 2.41%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, BSR or RHRX?

Over the 3-year period, RHRX has performed better with a 21.00% return vs 7.09%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, BSR or RHRX?

BSR is cheaper with a 1.10% expense ratio, compared with 1.36% for RHRX.

Which ETF pays a higher dividend yield, BSR or RHRX?

BSR has the higher dividend yield at 2.82%, compared with 0.00% for RHRX.

What is the main difference between BSR and RHRX?

They also come from different issuers: American Beacon and Adaptive. Their fees differ too: 1.10% for BSR and 1.36% for RHRX.

Which has better risk-adjusted returns?

RHRX currently has the higher Sharpe Ratio (2.49 vs 1.19), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.