RHTX vs. WAMA
RHTX (RH Tactical Outlook ETF) and WAMA (WisdomTree U.S. Adaptive Moving Average Fund) are both Tactical Allocation funds. RHTX is actively managed, while WAMA is passively managed. A 0.79 correlation means they provide meaningful diversification when combined. RHTX charges 1.38%/yr vs 0.32%/yr for WAMA.
Performance
RHTX vs. WAMA - Performance Comparison
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Returns By Period
RHTX
- 1D
- -0.72%
- 1M
- 2.95%
- YTD
- 8.61%
- 6M
- 10.15%
- 1Y
- 25.91%
- 3Y*
- 15.78%
- 5Y*
- —
- 10Y*
- —
WAMA
- 1D
- -0.73%
- 1M
- —
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
RHTX vs. WAMA - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
RHTX RH Tactical Outlook ETF | 0.11% |
WAMA WisdomTree U.S. Adaptive Moving Average Fund | 2.77% |
Correlation
The correlation between RHTX and WAMA 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 (All Time) Calculated using the full available price history since May 7, 2026 | 0.79 |
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Return for Risk
RHTX vs. WAMA — Risk / Return Rank
RHTX
WAMA
RHTX vs. WAMA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for RH Tactical Outlook ETF (RHTX) and WisdomTree U.S. Adaptive Moving Average Fund (WAMA). 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.
| RHTX | WAMA | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.32 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 2.04 | — | — |
| Martin ratioReturn relative to average drawdown | 7.19 | — | — |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| RHTX | WAMA | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.73 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.30 | 4.87 | -4.57 |
Drawdowns
RHTX vs. WAMA - Drawdown Comparison
The maximum RHTX drawdown since its inception was -24.68%, which is greater than WAMA's maximum drawdown of -1.91%. Use the drawdown chart below to compare losses from any high point for RHTX and WAMA.
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Drawdown Indicators
| RHTX | WAMA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.68% | -1.91% | -22.77% |
Max Drawdown (1Y)Largest decline over 1 year | -12.77% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -18.73% | — | — |
Current DrawdownCurrent decline from peak | -1.37% | -0.73% | -0.64% |
Average DrawdownAverage peak-to-trough decline | -9.63% | -0.39% | -9.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.61% | — | — |
Volatility
RHTX vs. WAMA - Volatility Comparison
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Volatility by Period
| RHTX | WAMA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.11% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 12.49% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 15.06% | 9.20% | +5.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.03% | 9.20% | +8.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.03% | 9.20% | +8.83% |
RHTX vs. WAMA - Expense Ratio Comparison
RHTX has a 1.38% expense ratio, which is higher than WAMA's 0.32% expense ratio.
Dividends
RHTX vs. WAMA - Dividend Comparison
Neither RHTX nor WAMA has paid dividends to shareholders.
Frequently Asked Questions
RHTX and WAMA 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.
On fees, WAMA is cheaper at 0.32% per year. The better choice depends on whether you care most about return, fees, risk, or income.
WAMA is cheaper with a 0.32% expense ratio, compared with 1.38% for RHTX.
RHTX and WAMA have nearly identical dividend yields, around 0.00%.
They also come from different issuers: Adaptive and WisdomTree. Their fees differ too: 1.38% for RHTX and 0.32% for WAMA.
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