RHRXvsESMVETF Comparison
VS
ETF 2
ESMV
iShares ESG Optimized MSCI USA Min Vol Factor ETF
This fund is part of
US Low Volatility
-0.3%
RH Tactical Rotation ETF (RHRX) belongs to the Uncategorized Equities segment. iShares ESG Optimized MSCI USA Min Vol Factor ETF (ESMV) is part of the US Low Volatility segment. RHRX's top 3 sector exposures are Technology, Finance and Industrials. In contrast, ESMV's top sector exposures are Technology, Healthcare and Finance. RHRX is more expensive with a Total Expense Ratio (TER) of 2.39%, versus 0.18% for ESMV. RHRX is up 17.18% year-to-date (YTD) with +$38M in YTD flows. ESMV performs worse with 11.25% YTD performance, and - in YTD flows. Run a side-by-side ETF comparison of RHRX and ESMV 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 ESMV 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 ESMV | +1.60%+1.91% | -0.39%+5.01% | +17.18%+11.25% | +18.86%+10.73% | +76.20%+46.27% | +56.27%n/a |
| Flows | RHRX ESMV | +$7M- | +$18M- | +$38M- | +$37M- | +$29M-$4M | +$25M- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | RHRX ESMV | +9.00%+8.39% | +13.94%+8.83% | +16.49%+10.62% | +17.74%n/a |
| Max drawdown | RHRX ESMV | -4.55%-4.53% | -6.93%-7.10% | -20.52%-12.08% | -25.39%n/a |
| Max drawdown duration | RHRX ESMV | 64d53d | 89d81d | 160d423d | 869dn/a |
Trading data
RHRX | ESMV | |
Last sale 10/19/2026 at 1:30 PM | $21.67 | $31.74 |
| Previous close 10/19/2026 | $21.59 | $31.76 |
| Consolidated volume 10/19/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of September 30, 2026
1-year trailing difference
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RHRX
is actively managed and doesn’t replicate an indexRHRX | ESMV | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 10/19/2026 at 1:30 PM
Live
Closed
RHRX | ESMV | |
|---|---|---|
| Last price | $21.67 | $31.74 |
| 1D performance | +0.37% | -0.05% |
| AuM | $57.48 M | $7.94 M |
| E/R | 2.39% | 0.18% |
Characteristics
RHRX | ESMV | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | Adaptive Investments | iShares |
| Benchmark | - | MSCI USA Minimum Volatility Extended ESG Reduced Carbon Target Index |
| N° of holdings | 522 | 159 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | September 20, 2012 | November 4, 2021 |
| ESG | No | Yes |
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Exposure
Countries
RHRX
USA
94.42%
Other
5.58%
ESMV
USA
93.7%
Other
6.3%
Sectors
RHRX
Technology
29.92%
Finance
26.57%
Industrials
19.34%
Other
24.18%
ESMV
Technology
31.17%
Healthcare
14.37%
Finance
14.22%
Consumer Non-Cycl.
9.56%
Industrials
7.16%
Other
23.5%
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Diversification
RHRX
Total weight of top 15 holdings out of 15
29.44%
ESMV
Total weight of top 15 holdings out of 15
22.2%
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%
ESMV
ServiceNow, Inc.
1.73%
Microsoft Corp.
1.56%
NVIDIA Corp.
1.51%
Verizon Communications, Inc.
1.51%
The Bank of New York Mellon Corp.
1.51%
The Travelers Cos., Inc.
1.50%
Welltower, Inc.
1.49%
Vertex Pharmaceuticals, Inc.
1.47%
Motorola Solutions, Inc.
1.46%
The Williams Cos., Inc.
1.45%
Merck & Co., Inc.
1.45%
Palo Alto Networks, Inc.
1.41%
Mastercard, Inc.
1.41%
Applied Materials, Inc.
1.37%
The Coca-Cola Co.
1.35%
Frequently asked questions about RHRX and ESMV
How have the RHRX and ESMV ETFs performed in 2026?
As of October 16, 2026, RHRX is up 17.18% year-to-date (YTD), while ESMV has returned 11.25%. That puts RHRX better performer ahead so far this year.
Which ETF is attracting more investor money: RHRX or ESMV?
Year-to-date, the RHRX ETF saw +$38M in flows, compared to - for ESMV.
Which ETF is more volatile: RHRX or ESMV?
Over the past year, RHRX had a volatility of 13.94%, while ESMV experienced 8.83%.
Which ETF is bigger: RHRX or ESMV?
As of October 16, 2026, RHRX holds $57.48 M in assets under management (AUM), while ESMV manages $7.94 M.
What sectors do the RHRX and ESMV ETFs invest in?
RHRX leans toward sectors like Technology, Finance and Industrials. Meanwhile, ESMV focuses on Technology, Healthcare and Finance.
What are the top holdings of the RHRX ETF and ESMV ETF?
RHRX top holdings include NVIDIA Corp., JPMorgan Chase & Co. and Berkshire Hathaway, Inc.. ESMV holds in its top three: ServiceNow, Inc., Microsoft Corp. and NVIDIA Corp..
Which ETF is more diversified: RHRX or ESMV?
RHRX holds 527 securities with 29.44% of its assets in the top 15. ESMV has 159 securities and a top 15 weight of 22.2%.
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