RHRX vs SPY

Comparison between RH TACTICAL ROTATION ETF (RHRX, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed RHRX, delivering a return of +12.4% compared to +8.7%

RHRX vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	RHRX(ETF)	SPY(ETF)
Net Assets	$37M	$781B
Expense Ratio	1.38%	0.09%
Max Drawdown	25.33%	56.47%
Sharpe Ratio	1.49	1.12
5Y Beta	0.99	1.00
P/E Ratio	N/A	28.53
Forward P/E	N/A	21.47
5Y Dividends CAGR	N/A	6.00%
5Y EPS CAGR	N/A	25.58%
Debt to Equity	N/A	32.09%
P/S Ratio	N/A	3.75
P/B Ratio	N/A	5.64

Net Assets

RHRX

$37M

Winner

SPY

$781B

Expense Ratio

RHRX

1.38%

Winner

SPY

0.09%

Max Drawdown

Winner

RHRX

25.33%

SPY

56.47%

Sharpe Ratio

Winner

RHRX

1.49

SPY

1.12

5Y Beta

Winner

RHRX

0.99

SPY

1.00

P/E Ratio

RHRX

N/A

SPY

28.53

Forward P/E

RHRX

N/A

SPY

21.47

5Y Dividends CAGR

RHRX

N/A

SPY

6.00%

5Y EPS CAGR

RHRX

N/A

SPY

25.58%

Debt to Equity

RHRX

N/A

SPY

32.09%

P/S Ratio

RHRX

N/A

SPY

3.75

P/B Ratio

RHRX

N/A

SPY

5.64

RHRX vs SPY - Holdings Comparison

RHRX and SPY have 0 common holdings. Overlap is 0.00%

RHRX's top 25 holdings weight is 97.09%. SPY's top 25 holdings weight is 51.74%.

Rank	RHRX	SPY
#1	STATE STREET® SPDR® S&P 500® ETF (SPY) - 21.79%	NVIDIA CORP (NVDA) - 7.89%
#2	STATE STREET SPDR PORT S&P 500 GR ETF (SPYG) - 17.87%	APPLE INC (AAPL) - 7.37%
#3	ISHARES SEMICONDUCTOR ETF (SOXX) - 17.05%	MICROSOFT CORP (MSFT) - 4.50%
#4	STATE STREET®MATSELSECTSPDR®ETF (XLB) - 15.12%	AMAZON.COM INC (AMZN) - 3.82%
#5	STATE STREET® INDSTRLSELSECTSPDR®ETF (XLI) - 12.86%	ALPHABET INC CLASS A (GOOGL) - 3.33%
#6	FIDELITY INV MM GOVERNMENT I (FIGXX) - 9.79%	BROADCOM INC (AVGO) - 2.86%
#7	STATE STREET®UTILSELSECTSPDR®ETF (XLU) - 2.21%	ALPHABET INC CLASS C (GOOG) - 2.68%
#8	VANGUARD VALUE ETF (VTV) - 0.40%	META PLATFORMS INC CLASS A (META) - 2.29%
#9	N/A	TESLA INC (TSLA) - 1.70%
#10	N/A	MICRON TECHNOLOGY INC (MU) - 1.56%
#11	N/A	JPMORGAN CHASE & CO (JPM) - 1.42%
#12	N/A	ELI LILLY AND CO (LLY) - 1.40%
#13	N/A	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14	N/A	ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15	N/A	EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16	N/A	JOHNSON & JOHNSON (JNJ) - 0.91%
#17	N/A	VISA INC CLASS A (V) - 0.90%
#18	N/A	WALMART INC (WMT) - 0.76%
#19	N/A	INTEL CORP (INTC) - 0.75%
#20	N/A	APPLIED MATERIALS INC (AMAT) - 0.70%
#21	N/A	CISCO SYSTEMS INC (CSCO) - 0.68%
#22	N/A	MASTERCARD INC CLASS A (MA) - 0.66%
#23	N/A	ABBVIE INC (ABBV) - 0.66%
#24	N/A	CATERPILLAR INC (CAT) - 0.65%
#25	N/A	LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings	8	505

RHRX vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	RHRX	SPY
1 month	-1.97%	+0.78%
3 months	+2.16%	+3.76%
6 months	+14.59%	+7.78%
1 year	+26.43%	+17.76%
5 years(CAGR)	+8.72%	+12.44%
10 years(CAGR)	N/A	+14.90%
Max(CAGR)	+8.72%	+8.44%

RHRX

-1.97%

Winner

SPY

+0.78%

RHRX

+2.16%

Winner

SPY

+3.76%

Winner

RHRX

+14.59%

SPY

+7.78%

Winner

RHRX

+26.43%

SPY

+17.76%

5Y(CAGR)

RHRX

+8.72%

Winner

SPY

+12.44%

10Y(CAGR)

RHRX

N/A

SPY

+14.90%

Max(CAGR)

Winner

RHRX

+8.72%

SPY

+8.44%

RHRX vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	RHRX	SPY
2026	+16.62%	+8.74%
2025	+16.65%	+18.00%
2024	+23.93%	+25.59%
2023	+10.89%	+26.72%
2022	-20.27%	-18.64%
2021	+1.33%	+30.52%
2020	N/A	+17.28%
2019	N/A	+31.09%
2018	N/A	-5.24%
2017	N/A	+20.78%
2016	N/A	+13.59%
2015	N/A	+1.31%
2014	N/A	+14.56%
2013	N/A	+29.00%
2012	N/A	+14.17%
2011	N/A	+0.85%
2010	N/A	+13.14%
2009	N/A	+22.67%
2008	N/A	-36.25%
2007	N/A	+5.32%
2006	N/A	+13.85%
2005	N/A	+5.32%
2004	N/A	+10.75%
2003	N/A	+24.18%
2002	N/A	-22.42%
2001	N/A	-10.13%
2000	N/A	-8.84%
1999	N/A	+8.61%

RHRX vs SPY Drawdown Comparison

The maximum drawdown for RHRX was -25.33%, occurring on Oct 14, 2022. Recovery took 597 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current RHRX drawdown is -4.75%. The current SPY drawdown is -2.47%.

Rank	RHRX	SPY
#1	-25.33% Dec 29, 2021 - May 15, 2024	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-21.90% Feb 19, 2025 - Jun 30, 2025	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-14.15% Jul 16, 2024 - Dec 4, 2024	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-6.83% Oct 28, 2025 - Jan 27, 2026	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-5.35% Feb 25, 2026 - Apr 8, 2026	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-4.90% Jun 15, 2026 - Jul 20, 2026	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-4.55% Dec 4, 2024 - Jan 22, 2025	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-4.55% Jun 2, 2026 - Jun 15, 2026	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-4.01% Nov 16, 2021 - Dec 15, 2021	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-3.19% May 14, 2026 - May 26, 2026	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-3.06% Dec 15, 2021 - Dec 23, 2021	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-2.99% Jan 23, 2025 - Feb 19, 2025	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-2.74% Jul 28, 2025 - Aug 8, 2025	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-2.61% Oct 6, 2025 - Oct 21, 2025	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-2.29% Jun 18, 2024 - Jul 3, 2024	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between RHRX and SPY is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101

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RHRX vs SPY

RHRX vs SPY - Performance Comparison

Key Characteristics

RHRX vs SPY - Holdings Comparison

RHRX vs SPY - Historical Returns

RHRX vs SPY - Annual Returns (1999 - 2026)

RHRX vs SPY Drawdown Comparison

Correlation

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