RHRXvsDFVXETF Comparison
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RH Tactical Rotation ETF (RHRX) belongs to the Uncategorized Equities segment. Dimensional US Large Cap Vector ETF (DFVX) is part of the US Large Cap segment. RHRX's top 3 sector exposures are Technology, Finance and Industrials. In contrast, DFVX's top sector exposures are Technology, Finance and Consumer Non-Cyclicals. RHRX is more expensive with a Total Expense Ratio (TER) of 2.39%, versus 0.19% for DFVX. RHRX is up 17.18% year-to-date (YTD) with +$38M in YTD flows. DFVX performs worse with 15.4% YTD performance, and +$56M in YTD flows. Run a side-by-side ETF comparison of RHRX and DFVX below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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RHRX vs DFVX performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/16/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | RHRX DFVX | +1.60%+2.01% | -0.39%+2.65% | +17.18%+15.40% | +18.86%+19.56% | +76.20%n/a | +56.27%n/a |
| Flows | RHRX DFVX | +$7M+$8M | +$18M+$13M | +$38M+$56M | +$37M+$56M | +$29M- | +$25M- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | RHRX DFVX | +9.00%+10.10% | +13.94%+11.15% | +16.49%n/a | +17.74%n/a |
| Max drawdown | RHRX DFVX | -4.55%-3.19% | -6.93%-7.19% | -20.52%n/a | -25.39%n/a |
| Max drawdown duration | RHRX DFVX | 64d64d | 89d63d | 160dn/a | 869dn/a |
Trading data
RHRX | DFVX | |
Last sale 10/19/2026 at 1:30 PM | $21.67 | $85.06 |
| Previous close 10/19/2026 | $21.59 | $85.00 |
| Consolidated volume 10/19/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 10/19/2026 at 1:30 PM
Live
Closed
RHRX | DFVX | |
|---|---|---|
| Last price | $21.67 | $85.06 |
| 1D performance | +0.37% | +0.07% |
| AuM | $57.48 M | $548.07 M |
| E/R | 2.39% | 0.19% |
Characteristics
RHRX | DFVX | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Adaptive Investments | Dimensional |
| Benchmark | - | - |
| N° of holdings | 522 | 319 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | September 20, 2012 | November 2, 2023 |
| ESG | No | No |
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Exposure
Countries
RHRX
USA
94.42%
Other
5.58%
DFVX
USA
96.78%
Other
3.22%
Sectors
RHRX
Technology
29.92%
Finance
26.57%
Industrials
19.34%
Other
24.18%
DFVX
Technology
28.96%
Finance
13.15%
Consumer Non-Cycl.
13.02%
Industrials
12.72%
Healthcare
10.81%
Energy
8.2%
Other
13.15%
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Diversification
RHRX
Total weight of top 15 holdings out of 15
29.44%
DFVX
Total weight of top 15 holdings out of 15
38.7%
Top 15 holdings
Data as of August 31, 2026
RHRX
NVIDIA Corp.
3.43%
JPMorgan Chase & Co.
3.27%
Berkshire Hathaway, Inc.
3.05%
Micron Technology, Inc.
2.70%
Fidelity Investments Money Market Funds - Government Portfolio
2.27%
Broadcom Inc.
1.78%
Apple, Inc.
1.77%
Visa, Inc.
1.59%
Caterpillar, Inc.
1.55%
Advanced Micro Devices, Inc.
1.51%
Microsoft Corp.
1.43%
Bank of America Corp.
1.38%
GE Aerospace
1.32%
Mastercard, Inc.
1.20%
RTX Corp.
1.18%
DFVX
Microsoft Corp.
6.14%
Amazon.com, Inc.
5.15%
Meta Platforms, Inc.
4.09%
Alphabet, Inc.
2.88%
Alphabet, Inc.
2.87%
JPMorgan Chase & Co.
2.86%
Micron Technology, Inc.
2.42%
ExxonMobil Holdings Corp.
2.19%
Johnson & Johnson
2.17%
Merck & Co., Inc.
1.60%
Visa, Inc.
1.48%
Caterpillar, Inc.
1.35%
The Home Depot, Inc.
1.31%
Procter & Gamble Co.
1.10%
Walmart, Inc.
1.07%
Frequently asked questions about RHRX and DFVX
How have the RHRX and DFVX ETFs performed in 2026?
As of October 16, 2026, RHRX is up 17.18% year-to-date (YTD), while DFVX has returned 15.4%. That puts RHRX better performer ahead so far this year.
Which ETF is attracting more investor money: RHRX or DFVX?
Year-to-date, the RHRX ETF saw +$38M in flows, compared to +$56M for DFVX.
Which ETF is more volatile: RHRX or DFVX?
Over the past year, RHRX had a volatility of 13.94%, while DFVX experienced 11.15%.
Which ETF is bigger: RHRX or DFVX?
As of October 16, 2026, RHRX holds $57.48 M in assets under management (AUM), while DFVX manages $548.07 M.
What sectors do the RHRX and DFVX ETFs invest in?
RHRX leans toward sectors like Technology, Finance and Industrials. Meanwhile, DFVX focuses on Technology, Finance and Consumer Non-Cyclicals.
What are the top holdings of the RHRX ETF and DFVX ETF?
RHRX top holdings include NVIDIA Corp., JPMorgan Chase & Co. and Berkshire Hathaway, Inc.. DFVX holds in its top three: Microsoft Corp., Amazon.com, Inc. and Meta Platforms, Inc..
Which ETF is more diversified: RHRX or DFVX?
RHRX holds 527 securities with 29.44% of its assets in the top 15. DFVX has 321 securities and a top 15 weight of 38.7%.
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