MEDX vs RSHO

MEDX vs RSHO

Which is better, MEDX or RSHO?

RSHO has been ahead.

RSHO has a lower expense ratio. RSHO led over 1Y and the full window.

Lower Fees: RSHOHigher Returns: RSHO

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricMEDXRSHO
Expense Ratio0.85%0.75%Best
AUM$16M$302M
Dividend Yield1.16%0.23%
Holdings6825
Volatility (annualized)14.1%Best22.6%
Max Drawdown-21.6%Best-27.3%
$10,000 over 3.1 years$11,889$24,965Best
Fund FamilyHorizon Kinetics LLCTema Global Limited
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionJan 27, 2023May 11, 2023

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.

The two price series end 118 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. MEDX has data through Oct 14, 2026 and RSHO through Jun 18, 2026.

Volatility and max drawdown, and the $10,000 over 3.1 years row, are measured over the window both funds cover: May 11, 2023 to Jun 18, 2026 (3.1 years).

Compare MEDX against instead:MEDX vs SPYMEDX vs QQQMEDX vs VOOMEDX vs VTIRSHO against:RSHO vs VXUS

Risk: Volatility and Drawdowns

RSHO has been the more volatile fund, with annualized monthly volatility of 22.6% compared with 14.1% for MEDX. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -21.6% for MEDX and -27.3% for RSHO. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.38. They move together some of the time, and apart the rest.

Fees and Cost Over Time

MEDX charges 0.85% per year while RSHO charges 0.75%. On a $10,000 position that is $85 vs $75 annually, a gap of $10 per year that compounds over a long holding period. On income, MEDX currently yields 1.16% against 0.23% for RSHO.

Holdings Overlap

We hold position weights for 31 holdings in MEDX and 24 in RSHO, totalling 91.6% and 99.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

The two holdings books were reported 161 days apart, MEDX as of Oct 8, 2026 and RSHO as of Apr 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.

0 positions in common, counted across the 31 positions we hold weights for in MEDX and 24 in RSHO, against full books of 68 and 25.

You are not choosing between two funds in isolation.

Whichever of MEDX and RSHO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

MEDXRSHO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, MEDX or RSHO?

MEDX has an expense ratio of 0.85% while RSHO charges 0.75%. RSHO is the cheaper option, by $10 a year on a $10,000 investment.

Which is riskier, MEDX or RSHO?

RSHO has been the more volatile fund at 22.6% annualized versus 14.1% for MEDX. Worst drawdown: MEDX -21.6% vs RSHO -27.3%.

Should I hold both MEDX and RSHO?

MEDX and RSHO have a monthly-return correlation of 0.38, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, MEDX or RSHO?

MEDX yields 1.16% while RSHO yields 0.23%, so MEDX currently pays the higher dividend yield.

Is RSHO better than MEDX?

RSHO has a lower expense ratio. RSHO led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.