RHRXvsPFMETF Comparison
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RH Tactical Rotation ETF (RHRX) belongs to the Uncategorized Equities segment. Invesco Dividend Achievers ETF (PFM) is part of the US High Dividend segment. RHRX's top 3 sector exposures are Technology, Finance and Industrials. In contrast, PFM's top sector exposures are Technology, Finance and Healthcare. RHRX is more expensive with a Total Expense Ratio (TER) of 2.39%, versus 0.52% for PFM. RHRX is up 17.18% year-to-date (YTD) with +$38M in YTD flows. PFM performs worse with 11.41% YTD performance, and -$35M in YTD flows. Run a side-by-side ETF comparison of RHRX and PFM 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 PFM 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 PFM | +1.60%+1.49% | -0.39%+2.47% | +17.18%+11.41% | +18.86%+12.76% | +76.20%+63.50% | +56.27%+64.17% |
| Flows | RHRX PFM | +$7M-$3M | +$18M-$3M | +$38M-$35M | +$37M-$25M | +$29M-$100M | +$25M-$179M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | RHRX PFM | +9.00%+8.01% | +13.94%+9.30% | +16.49%+11.74% | +17.74%+13.40% |
| Max drawdown | RHRX PFM | -4.55%-5.17% | -6.93%-7.08% | -20.52%-14.65% | -25.39%-17.94% |
| Max drawdown duration | RHRX PFM | 64d67d | 89d77d | 160d128d | 869d561d |
Trading data
RHRX | PFM | |
Last sale 10/19/2026 at 1:30 PM | $21.67 | $56.76 |
| Previous close 10/19/2026 | $21.59 | $56.96 |
| 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 | PFM | |
|---|---|---|
| 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 | PFM | |
|---|---|---|
| Last price | $21.67 | $56.76 |
| 1D performance | +0.37% | -0.35% |
| AuM | $57.48 M | $792.89 M |
| E/R | 2.39% | 0.52% |
Characteristics
RHRX | PFM | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | Adaptive Investments | Invesco |
| Benchmark | - | NASDAQ US Broad Dividend Achievers Index |
| N° of holdings | 522 | 428 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | September 20, 2012 | September 15, 2005 |
| ESG | No | No |
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Exposure
Countries
RHRX
USA
94.42%
Other
5.58%
PFM
USA
96.39%
Other
3.61%
Sectors
RHRX
Technology
29.92%
Finance
26.57%
Industrials
19.34%
Other
24.18%
PFM
Technology
23.17%
Finance
20.9%
Healthcare
17.13%
Consumer Non-Cycl.
10.9%
Industrials
9.55%
Other
18.35%
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Diversification
RHRX
Total weight of top 15 holdings out of 15
29.44%
PFM
Total weight of top 15 holdings out of 15
38.18%
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%
PFM
Microsoft Corp.
4.34%
Eli Lilly & Co.
3.95%
Apple, Inc.
3.90%
JPMorgan Chase & Co.
3.38%
Broadcom Inc.
3.22%
Walmart, Inc.
2.91%
ExxonMobil Holdings Corp.
2.31%
Johnson & Johnson
2.28%
Visa, Inc.
2.25%
Mastercard, Inc.
1.85%
AbbVie, Inc.
1.63%
Cisco Systems, Inc.
1.58%
Oracle Corp.
1.56%
Bank of America Corp.
1.55%
Costco Wholesale Corp.
1.48%
Frequently asked questions about RHRX and PFM
How have the RHRX and PFM ETFs performed in 2026?
As of October 16, 2026, RHRX is up 17.18% year-to-date (YTD), while PFM has returned 11.41%. That puts RHRX better performer ahead so far this year.
Which ETF is attracting more investor money: RHRX or PFM?
Year-to-date, the RHRX ETF saw +$38M in flows, compared to -$35M for PFM.
Which ETF is more volatile: RHRX or PFM?
Over the past year, RHRX had a volatility of 13.94%, while PFM experienced 9.3%.
Which ETF is bigger: RHRX or PFM?
As of October 16, 2026, RHRX holds $57.48 M in assets under management (AUM), while PFM manages $792.89 M.
What sectors do the RHRX and PFM ETFs invest in?
RHRX leans toward sectors like Technology, Finance and Industrials. Meanwhile, PFM focuses on Technology, Finance and Healthcare.
What are the top holdings of the RHRX ETF and PFM ETF?
RHRX top holdings include NVIDIA Corp., JPMorgan Chase & Co. and Berkshire Hathaway, Inc.. PFM holds in its top three: Microsoft Corp., Eli Lilly & Co. and Apple, Inc..
Which ETF is more diversified: RHRX or PFM?
RHRX holds 527 securities with 29.44% of its assets in the top 15. PFM has 428 securities and a top 15 weight of 38.18%.
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Latest news about RHRX & PFM
Dividend Growth, High Yield, & Dividend Quality ETFs: What's the Difference?
October 20, 2023
PFM
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