PortfoliosLab logoPortfoliosLab logo

Rockefeller Global Equity ETF (RGEF) belongs to the Global Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with RGEF. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to RGEF

RGEF charges 0.55% annually. There are 50 ETFs in the Global Equities category with lower expense ratios, going as low as 0.05%.


Best Risk-Adjusted Alternatives to RGEF

RGEF has a PortfoliosLab risk / return rank of 65. There are 23 ETFs in the Global Equities category with higher risk-adjusted ranks, going as high as 93.


Top Performing RGEF Alternatives (YTD)

RGEF is at 11.69% YTD. There are 27 ETFs in the Global Equities category with higher YTD returns, going as high as 40.29%.


Lowest Volatility Alternatives to RGEF

RGEF has 14.83% 1-year volatility. There are 55 ETFs in the Global Equities category with lower 1-year volatility, going as low as 3.77%.


Lowest Drawdown Alternatives to RGEF

RGEF has a 1-year max drawdown of -9.95%. There are 44 ETFs in the Global Equities category with shallower 1-year drawdowns, going as shallow as -3.02%.


Other ETFs from Rockefeller

The 4 most viewed Rockefeller ETFs shown here include RMNY, RMCA, RMOP and span 3 categories. AUM among these funds goes as high as $723M.


Often Compared With RGEF

Investors most often compare RGEF with LENS, WDIV, BILZ. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.


SymbolNameCategoryRisk / Return RankYTD ReturnAUMInception
Sarmaya Thematic ETFGlobal Equities
45
2.62%
Jan 2025RGEF vs LENS
SPDR S&P Global Dividend ETFGlobal Equities, Dividend
57
7.89%
269.23MMay 2013RGEF vs WDIV
PIMCO Ultra Short Government Active Exchange-Trade...Ultrashort Bond
100
1.66%
1.09BJun 2023RGEF vs BILZ
iShares International Select Dividend ETFGlobal Equities, Dividend
73
9.00%
8.22BJun 2007RGEF vs IDV
Procure Space ETFGlobal Equities, Aerospace & Defense
54
24.53%
1.12BApr 2019RGEF vs UFO
WBI BullBear Value 3000 ETFGlobal Equities
70
12.87%
26.54MAug 2014RGEF vs WBIF
Global X SuperDividend ETFGlobal Equities, Dividend
50
4.72%
1.21BJun 2011RGEF vs SDIV
Horizon Kinetics Inflation Beneficiaries ETFGlobal Equities
33
10.49%
1.49BJan 2021RGEF vs INFL
iShares S&P GSCI Commodity-Indexed TrustCommodities
37
25.54%
938.89MJul 2006RGEF vs GSG
United States Brent Oil Fund LPOil & Gas
29
50.21%
883.37MJun 2010RGEF vs BNO
Invesco DB Oil FundOil & Gas
31
50.16%
240.68MJan 2007RGEF vs DBO
BP p.l.c. ADRhedged ETFEnergy Equities2.19MJan 2025RGEF vs BPH
iShares iBonds Oct 2026 Term TIPS ETFInflation-Protected Bonds
98
2.43%
85.97MSep 2023RGEF vs IBIC
Invesco DB Energy FundOil & Gas
40
53.97%
94.72MJan 2007RGEF vs DBE
SPDR Bloomberg 3-12 Month T-Bill ETFUltrashort Bond
100
1.57%
3.89BSep 2020RGEF vs BILS
Brookstone Ultra-Short Bond ETFUltrashort Bond
98
1.18%
69.10MSep 2023RGEF vs BAMU
Alpha Architect Tail Risk ETFOptions Trading
36
0.71%
668.40MAug 2013RGEF vs CAOS
Global X Thematic Growth ETFGlobal Equities
14
13.19%
15.69MOct 2019RGEF vs GXTG
Capital Group Global Growth Equity ETFGlobal Equities
59
17.98%
11.69BFeb 2022RGEF vs CGGO
SPDR S&P Kensho Smart Mobility ETFGlobal Equities
36
16.75%
22.11MDec 2017RGEF vs HAIL

Compare RGEF with Any Fund or Stock

Compare RGEF with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.


 

Diversifiers

Pair RGEF with funds that move differently

Rockefeller Global Equity ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to RGEF.

Explore RGEF Diversifiers