RHRX vs. XLSR ETF Comparison
Comparison of RH Tactical Rotation ETF (RHRX) to SPDR SSGA U.S. Sector Rotation ETF (XLSR)
RHRX
RH Tactical Rotation ETF
RHRX Description
RH Tactical Rotation ETF seeks capital appreciation. The fund an actively managed ETF, it will not seek to replicate the performance of an index. The advisor seeks to achieve the fund’s investment objective of capital appreciation by investing in ETFs that are registered under the Investment Company Act of 1940, as amended (the “1940 Act”) and not affiliated with the fund. The fund will not generally invest in individual portfolio securities. The investments of the portfolio funds will generally be comprised of equity securities principally consisting of common stock, preferred stock, and convertible preferred stock of any market capitalization.
Grade (RS Rating)
Last Trade
$13.91
Average Daily Volume
5,671
2
XLSR
SPDR SSGA U.S. Sector Rotation ETF
XLSR Description
The investment seeks to provide capital appreciation. The fund is a "fund of funds," meaning that it primarily invests its assets in securities of other exchange-traded funds ("ETFs"). In particular, it allocates its assets among ETFs that each focus on common stocks of companies included in an individual sector of the S&P 500® Index, as determined by the Global Industry Classification Standard (GICS®). Under normal circumstances, the fund invests at least 80% of its net assets (plus the amount of borrowings for investments purposes) directly or indirectly through the underlying ETFs, in securities of U.S. companies.Grade (RS Rating)
Last Trade
$47.72
Average Daily Volume
54,224
1
Performance
Period | RHRX | XLSR |
---|---|---|
30 Days | -3.94% | -3.30% |
60 Days | -3.57% | -2.54% |
90 Days | 1.95% | 0.92% |
12 Months | 18.31% | 21.44% |
1 Overlapping Holdings
Symbol | Grade | Weight in RHRX | Weight in XLSR | Overlap | |
---|---|---|---|---|---|
XLC | D | 15.64% | 14.26% | 14.26% |
RHRX Overweight 1 Positions Relative to XLSR
Symbol | Grade | Weight | |
---|---|---|---|
SMH | C | 18.6% |
RHRX Underweight 0 Positions Relative to XLSR
Symbol | Grade | Weight |
---|
RHRX: Top Represented Industries & Keywords
XLSR: Top Represented Industries & Keywords