RHTX vs. BSR

Last updated Jun 24, 2026

RHTX (RH Tactical Outlook ETF) and BSR (Beacon Selective Risk ETF) are both Tactical Allocation funds. RHTX is actively managed, while BSR is passively managed. Over the past 3 years, RHTX returned 14.34%/yr vs 7.09%/yr for BSR. Their correlation of 0.84 suggests significant overlap in exposure. RHTX charges 1.38%/yr vs 1.10%/yr for BSR.

Performance

RHTX vs. BSR - Performance Comparison

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

Returns By Period

In the year-to-date period, RHTX achieves a 5.30% return, which is significantly higher than BSR's 2.77% return.

RHTX

• 1D: -1.50%
• 1M: -2.48%
• YTD: 5.30%
• 6M: 3.85%
• 1Y: 20.43%
• 3Y*: 14.34%
• 5Y*: —
• 10Y*: —

BSR

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

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

RHTX vs. BSR - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
RHTX RH Tactical Outlook ETF	5.30%	15.42%	18.27%	5.21%
BSR Beacon Selective Risk ETF	2.77%	4.21%	12.44%	4.67%

Correlation

The correlation between RHTX and BSR is 0.79, 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	0.79
Correlation (3Y) Calculated over the trailing 3-year period	0.84
Correlation (All Time) Calculated using the full available price history since Apr 18, 2023	0.84

The correlation between RHTX and BSR has been stable across timeframes, ranging from 0.79 to 0.84 - a consistent structural relationship.

RHTX vs. BSR - Sectors Allocation Comparison

Sectors	RHTX	BSR
Technology	32.6%	12.1%
Industrials	13.3%	10.9%
Financial Services	11.9%	0.1%
Consumer Cyclical	9.7%	1.3%
Healthcare	9.1%	11.3%
Communication Services	7.0%	8.4%
Consumer Defensive	3.9%	11.0%
Energy	3.8%	11.9%
Real Estate	3.7%	10.7%
Basic Materials	2.8%	10.3%
Utilities	2.4%	12.1%

Return for Risk

RHTX vs. BSR — Risk / Return Rank

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

RHTX

RHTX Risk / Return Rank: 37
RHTX Sharpe Ratio Rank: 40
RHTX Sortino Ratio Rank: 35
RHTX Omega Ratio Rank: 39
RHTX Calmar Ratio Rank: 34
RHTX Martin Ratio Rank: 38

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

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.

RHTX vs. BSR - Risk-Adjusted Trends Comparison

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

	RHTX	BSR	Difference
Sharpe ratio: Return per unit of total volatility	1.30	1.19	+0.11
Sortino ratio: Return per unit of downside risk	1.73	1.67	+0.06
Omega ratio: Gain probability vs. loss probability	1.24	1.21	+0.03
Calmar ratio: Return relative to maximum drawdown	1.61	1.70	-0.10
Martin ratio: Return relative to average drawdown	5.55	4.57	+0.98

RHTX vs. BSR - Sharpe Ratio Comparison

The current RHTX Sharpe Ratio is 1.30, which is comparable to the BSR Sharpe Ratio of 1.19. The chart below compares the historical Sharpe Ratios of RHTX and BSR, 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

RHTX vs. BSR - Drawdown Comparison

The maximum RHTX drawdown since its inception was -24.68%, which is greater than BSR's maximum drawdown of -15.68%. Use the drawdown chart below to compare losses from any high point for RHTX and BSR.

Drawdown Indicators

	RHTX	BSR	Difference
Max Drawdown Largest peak-to-trough decline	-24.68%	-15.68%	-9.00%
Max Drawdown (1Y) Largest decline over 1 year	-12.77%	-6.15%	-6.62%
Max Drawdown (3Y) Largest decline over 3 years	-18.73%	-15.68%	-3.05%
Current Drawdown Current decline from peak	-4.38%	-4.99%	+0.61%
Average Drawdown Average peak-to-trough decline	-9.55%	-4.58%	-4.97%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.69%	2.29%	+1.40%

Volatility

RHTX vs. BSR - Volatility Comparison

RH Tactical Outlook ETF (RHTX) has a higher volatility of 5.16% compared to Beacon Selective Risk ETF (BSR) at 2.41%. This indicates that RHTX's price experiences larger fluctuations and is considered to be riskier than BSR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	RHTX	BSR	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.16%	2.41%	+2.75%
Volatility (6M) Calculated over the trailing 6-month period	13.29%	6.52%	+6.77%
Volatility (1Y) Calculated over the trailing 1-year period	15.77%	8.79%	+6.98%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	18.06%	16.17%	+1.89%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	18.06%	16.17%	+1.89%

RHTX vs. BSR - Expense Ratio Comparison

RHTX has a 1.38% expense ratio, which is higher than BSR's 1.10% expense ratio.

Dividends

RHTX vs. BSR - Dividend Comparison

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

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

Frequently Asked Questions

Can I hold both RHTX and BSR in my portfolio?

RHTX and BSR have a correlation of 0.79, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, RHTX or BSR?

RHTX has higher volatility (5.16%) compared to BSR (2.41%). In terms of maximum drawdown, RHTX dropped -24.68% vs BSR's -15.68%.

Which ETF is better, RHTX or BSR?

On 3-year performance, RHTX leads with 14.34% 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, RHTX or BSR?

Over the 3-year period, RHTX has performed better with a 14.34% return vs 7.09%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, RHTX or BSR?

BSR is cheaper with a 1.10% expense ratio, compared with 1.38% for RHTX.

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

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

What is the main difference between RHTX and BSR?

They also come from different issuers: Adaptive and American Beacon. Their fees differ too: 1.38% for RHTX and 1.10% for BSR.

Which has better risk-adjusted returns?

RHTX currently has the higher Sharpe Ratio (1.30 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.