RHRXvsEQTYETF Comparison
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RH Tactical Rotation ETF (RHRX) and Kovitz Core Equity ETF (EQTY) belong to the same industry segment: Uncategorized Equities. RHRX's top 3 sector exposures are Technology, Finance and Industrials. In contrast, EQTY's top sector exposures are Technology, Finance and Healthcare. RHRX is more expensive with a Total Expense Ratio (TER) of 2.39%, versus 0.99% for EQTY. RHRX is up 17.77% year-to-date (YTD) with +$38M in YTD flows. EQTY performs worse with 9.86% YTD performance, and -$6M in YTD flows. Run a side-by-side ETF comparison of RHRX and EQTY 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 EQTY performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/15/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | RHRX EQTY | +1.30%+1.75% | -0.65%+3.28% | +17.77%+9.86% | +18.80%+14.21% | +77.08%+62.98% | +57.62%n/a |
| Flows | RHRX EQTY | +$7M-$10M | +$21M-$21M | +$38M-$6M | +$37M-$29M | +$29M+$6M | +$25M- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | RHRX EQTY | +9.07%+10.36% | +13.94%+12.87% | +16.50%+14.42% | +17.74%n/a |
| Max drawdown | RHRX EQTY | -4.55%-3.93% | -6.93%-11.90% | -20.52%-17.29% | -25.39%n/a |
| Max drawdown duration | RHRX EQTY | 63d46d | 89d153d | 160d152d | 869dn/a |
Trading data
RHRX | EQTY | |
Last sale 10/19/2026 at 1:30 PM | $21.67 | $29.32 |
| Previous close 10/16/2026 | $21.59 | $29.43 |
| Consolidated volume 10/16/2026 | ||
| 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 | EQTY | |
|---|---|---|
| Last price | $21.67 | $29.32 |
| 1D performance | +0.37% | -0.37% |
| AuM | $57.77 M | $1.44 B |
| E/R | 2.39% | 0.99% |
Characteristics
RHRX | EQTY | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Adaptive Investments | Kovitz |
| Benchmark | - | - |
| N° of holdings | 522 | 37 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | September 20, 2012 | December 12, 2022 |
| ESG | No | No |
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Exposure
Countries
RHRX
USA
94.42%
Other
5.58%
EQTY
USA
89.45%
Other
10.55%
Sectors
RHRX
Technology
29.92%
Finance
26.57%
Industrials
19.34%
Other
24.18%
EQTY
Technology
34.09%
Finance
19.69%
Healthcare
14.8%
Industrials
11.84%
Consumer Non-Cycl.
7.11%
Other
12.48%
Diversification
RHRX
Total weight of top 15 holdings out of 15
29.44%
EQTY
Total weight of top 15 holdings out of 15
57.93%
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%
EQTY
The Charles Schwab Corp.
5.01%
Microsoft Corp.
4.92%
Visa, Inc.
4.64%
Intercontinental Exchange, Inc.
4.35%
Waters Corp.
4.01%
Philip Morris International, Inc.
3.91%
Alphabet, Inc.
3.85%
Aon Plc
3.78%
Analog Devices, Inc.
3.56%
Danaher Corp.
3.45%
Motorola Solutions, Inc.
3.41%
Carrier Global Corp.
3.33%
Jacobs Solutions, Inc.
3.30%
Salesforce, Inc.
3.21%
Amazon.com, Inc.
3.20%
Frequently asked questions about RHRX and EQTY
How have the RHRX and EQTY ETFs performed in 2026?
As of October 15, 2026, RHRX is up 17.77% year-to-date (YTD), while EQTY has returned 9.86%. That puts RHRX better performer ahead so far this year.
Which ETF is attracting more investor money: RHRX or EQTY?
Year-to-date, the RHRX ETF saw +$38M in flows, compared to -$6M for EQTY.
Which ETF is more volatile: RHRX or EQTY?
Over the past year, RHRX had a volatility of 13.94%, while EQTY experienced 12.87%.
Which ETF is bigger: RHRX or EQTY?
As of October 15, 2026, RHRX holds $57.77 M in assets under management (AUM), while EQTY manages $1.44 B.
What sectors do the RHRX and EQTY ETFs invest in?
RHRX leans toward sectors like Technology, Finance and Industrials. Meanwhile, EQTY focuses on Technology, Finance and Healthcare.
What are the top holdings of the RHRX ETF and EQTY ETF?
RHRX top holdings include NVIDIA Corp., JPMorgan Chase & Co. and Berkshire Hathaway, Inc.. EQTY holds in its top three: The Charles Schwab Corp., Microsoft Corp. and Visa, Inc..
Which ETF is more diversified: RHRX or EQTY?
RHRX holds 527 securities with 29.44% of its assets in the top 15. EQTY has 38 securities and a top 15 weight of 57.93%.
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Latest news about RHRX & EQTY
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