Rockefeller ETF List
Here you can find all ETFs issued by Rockefeller and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of ETFs
- 5
- Avg. Expense Ratio
- 0.59%
- Avg. 1 Year Return
- 13.34%
- Avg. 5 Year Return
- —
- Median Risk/Return Score
- 66 / 100
Rockefeller ETF List
5 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Rockefeller Global Equity ETF | Global Equities | Oct 25, 2024 | 0.55% | 13.96% | — | 0.88% | 70 | ||||||||
| Rockefeller California Municipal Bond ETF | Municipal Bonds | Aug 12, 2024 | 0.55% | 2.37% | — | 4.36% | 65 | ||||||||
| Rockefeller New York Municipal Bond ETF | Municipal Bonds | Aug 12, 2024 | 0.55% | 2.39% | — | 4.31% | 66 | ||||||||
| Rockefeller Opportunistic Municipal Bond ETF | High Yield Muni | Aug 12, 2024 | 0.55% | 3.38% | — | 5.20% | 82 | ||||||||
| Rockefeller U.S. Small-Mid Cap ETF | Small Cap Growth Equities | Oct 10, 2024 | 0.75% | 10.85% | — | 0.00% | 21 |
Explore top Rockefeller ETF Categories and Asset Classes
Best Rockefeller ETFs by Risk/Return Score
The top Rockefeller ETFs by PortfoliosLab Risk/Return Score are RMOP (82) and RGEF (70).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Rockefeller Opportunistic Municipal Bond ETF | 82 | 209.80M | Aug 2024 | |
| Rockefeller Global Equity ETF | 70 | 755.58M | Oct 2024 | |
| Rockefeller New York Municipal Bond ETF | 66 | 25.44M | Aug 2024 | |
| Rockefeller California Municipal Bond ETF | 65 | 14.71M | Aug 2024 | |
| Rockefeller U.S. Small-Mid Cap ETF | 21 | 722.66M | Oct 2024 |
Lowest-Cost Rockefeller ETFs
The top Rockefeller ETFs is RMNY (0.55%).
With an average expense ratio of 0.59%, Rockefeller ETFs remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Rockefeller New York Municipal Bond ETF | 0.55% | 25.44M | Aug 2024 | |
| Rockefeller California Municipal Bond ETF | 0.55% | 14.71M | Aug 2024 | |
| Rockefeller Opportunistic Municipal Bond ETF | 0.55% | 209.80M | Aug 2024 | |
| Rockefeller Global Equity ETF | 0.55% | 755.58M | Oct 2024 | |
| Rockefeller U.S. Small-Mid Cap ETF | 0.75% | 722.66M | Oct 2024 |
Highest-Yield Rockefeller ETFs
The top Rockefeller ETFs is RMOP (5.20%).
Across the lineup, Rockefeller ETFs show an average dividend yield of 2.95%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Rockefeller Opportunistic Municipal Bond ETF | 5.20% | 209.80M | Aug 2024 | |
| Rockefeller California Municipal Bond ETF | 4.36% | 14.71M | Aug 2024 | |
| Rockefeller New York Municipal Bond ETF | 4.31% | 25.44M | Aug 2024 | |
| Rockefeller Global Equity ETF | 0.88% | 755.58M | Oct 2024 | |
| Rockefeller U.S. Small-Mid Cap ETF | 0.00% | 722.66M | Oct 2024 |
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Top ETFs Comparisons
Compare the top ETFs symbols based on PortfoliosLab usage data.
RMNY vs. IBMPRMNY vs. MBNDRMNY vs. BSMSRMNY vs. BSMQRMNY vs. SCMBRMCA vs. AMUNRMCA vs. GUMIRMCA vs. APMURMCA vs. MYMFRMCA vs. TAXXRMOP vs. CGHMRMOP vs. SHYMRMOP vs. HTAXRMOP vs. HIMURMOP vs. XMPTRSMC vs. BBMCRSMC vs. BKSERSMC vs. FYCRSMC vs. ESMLRSMC vs. FLQSRGEF vs. LENSRGEF vs. WLDRRGEF vs. FYLDRGEF vs. DRIVRGEF vs. INKM
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years