RHRXvsUSMVETF Comparison
VS
RH Tactical Rotation ETF (RHRX) belongs to the Uncategorized Equities segment. iShares MSCI USA Min Vol Factor ETF (USMV) is part of the US Low Volatility segment. RHRX's top 3 sector exposures are Technology, Finance and Industrials. In contrast, USMV's top sector exposures are Technology, Finance and Healthcare. RHRX is more expensive with a Total Expense Ratio (TER) of 2.39%, versus 0.15% for USMV. RHRX is up 17.35% year-to-date (YTD) with +$38M in YTD flows. USMV performs worse with 9.75% YTD performance, and -$734M in YTD flows. Run a side-by-side ETF comparison of RHRX and USMV 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 USMV performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/19/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | RHRX USMV | +0.31%+3.30% | +0.84%+6.36% | +17.35%+9.75% | +17.42%+9.71% | +77.33%+49.64% | +55.26%+44.43% |
| Flows | RHRX USMV | +$644K-$450M | +$18M-$604M | +$38M-$734M | +$37M-$931M | +$29M-$12.63B | +$25M-$11.08B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | RHRX USMV | +8.88%+8.25% | +13.93%+8.41% | +16.51%+10.08% | +17.74%+12.17% |
| Max drawdown | RHRX USMV | -4.55%-4.20% | -6.93%-6.41% | -20.52%-9.29% | -25.39%-17.91% |
| Max drawdown duration | RHRX USMV | 67d53d | 89d122d | 160d75d | 869d713d |
Trading data
RHRX | USMV | |
Last sale 10/21/2026 at 1:30 PM | $21.85 | $102.39 |
| Previous close 10/20/2026 | $21.75 | $102.32 |
| Consolidated volume 10/20/2026 | ||
| 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 | USMV | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 10/21/2026 at 1:30 PM
Live
Closed
RHRX | USMV | |
|---|---|---|
| Last price | $21.85 | $102.39 |
| 1D performance | +0.49% | +0.07% |
| AuM | $57.56 M | $23.99 B |
| E/R | 2.39% | 0.15% |
Characteristics
RHRX | USMV | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | Adaptive Investments | iShares |
| Benchmark | - | MSCI USA Minimum Volatility Index |
| N° of holdings | 522 | 174 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | September 20, 2012 | October 18, 2011 |
| ESG | No | No |
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Exposure
Countries
RHRX
USA
94.42%
Other
5.58%
USMV
USA
93.38%
Other
6.62%
Sectors
RHRX
Technology
29.92%
Finance
26.57%
Industrials
19.34%
Other
24.18%
USMV
Technology
30.3%
Finance
14.91%
Healthcare
14.04%
Consumer Non-Cycl.
10.69%
Other
30.07%
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Diversification
RHRX
Total weight of top 15 holdings out of 15
29.44%
USMV
Total weight of top 15 holdings out of 15
21.69%
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%
USMV
Microsoft Corp.
1.56%
Amphenol Corp.
1.52%
NVIDIA Corp.
1.52%
Motorola Solutions, Inc.
1.51%
Welltower, Inc.
1.50%
Verizon Communications, Inc.
1.45%
Johnson & Johnson
1.45%
Chubb Ltd.
1.45%
Merck & Co., Inc.
1.45%
Vertex Pharmaceuticals, Inc.
1.43%
Berkshire Hathaway, Inc.
1.41%
ExxonMobil Holdings Corp.
1.40%
Cisco Systems, Inc.
1.36%
Duke Energy Corp.
1.35%
McKesson Corp.
1.33%
Frequently asked questions about RHRX and USMV
How have the RHRX and USMV ETFs performed in 2026?
As of October 19, 2026, RHRX is up 17.35% year-to-date (YTD), while USMV has returned 9.75%. That puts RHRX better performer ahead so far this year.
Which ETF is attracting more investor money: RHRX or USMV?
Year-to-date, the RHRX ETF saw +$38M in flows, compared to -$734M for USMV.
Which ETF is more volatile: RHRX or USMV?
Over the past year, RHRX had a volatility of 13.93%, while USMV experienced 8.41%.
Which ETF is bigger: RHRX or USMV?
As of October 19, 2026, RHRX holds $57.56 M in assets under management (AUM), while USMV manages $23.99 B.
What sectors do the RHRX and USMV ETFs invest in?
RHRX leans toward sectors like Technology, Finance and Industrials. Meanwhile, USMV focuses on Technology, Finance and Healthcare.
What are the top holdings of the RHRX ETF and USMV ETF?
RHRX top holdings include NVIDIA Corp., JPMorgan Chase & Co. and Berkshire Hathaway, Inc.. USMV holds in its top three: Microsoft Corp., Amphenol Corp. and NVIDIA Corp..
Which ETF is more diversified: RHRX or USMV?
RHRX holds 527 securities with 29.44% of its assets in the top 15. USMV has 174 securities and a top 15 weight of 21.69%.
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