AKRE vs. RFDA
AKRE (Akre Focus ETF) and RFDA (RiverFront Dynamic US Dividend Advantage ETF) are both Large Cap Growth Equities funds. Both are actively managed. At a 0.43 correlation, their price movements are largely independent. AKRE charges 0.98%/yr vs 0.52%/yr for RFDA.
Performance
AKRE vs. RFDA - Performance Comparison
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Returns By Period
In the year-to-date period, AKRE achieves a -20.09% return, which is significantly lower than RFDA's 10.53% return.
AKRE
- 1D
- -1.51%
- 1M
- -3.79%
- YTD
- -20.09%
- 6M
- -20.60%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
RFDA
- 1D
- 0.15%
- 1M
- 0.14%
- YTD
- 10.53%
- 6M
- 10.30%
- 1Y
- 27.30%
- 3Y*
- 18.71%
- 5Y*
- 12.98%
- 10Y*
- 13.37%
AKRE vs. RFDA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
AKRE Akre Focus ETF | -20.09% | -3.06% |
RFDA RiverFront Dynamic US Dividend Advantage ETF | 10.53% | 0.94% |
Correlation
The correlation between AKRE and RFDA is 0.43, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Oct 27, 2025 | 0.43 |
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Return for Risk
AKRE vs. RFDA — Risk / Return Rank
AKRE
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
RFDA
AKRE vs. RFDA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Akre Focus ETF (AKRE) and RiverFront Dynamic US Dividend Advantage ETF (RFDA). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AKRE | RFDA | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.43 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 5.04 | — |
| Martin ratioReturn relative to average drawdown | — | 18.04 | — |
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Drawdowns
AKRE vs. RFDA - Drawdown Comparison
The maximum AKRE drawdown since its inception was -24.18%, smaller than the maximum RFDA drawdown of -34.60%. Use the drawdown chart below to compare losses from any high point for AKRE and RFDA.
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Drawdown Indicators
| AKRE | RFDA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.18% | -34.60% | +10.42% |
Max Drawdown (1Y)Largest decline over 1 year | — | -5.45% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -19.35% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -19.35% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.60% | — |
Current DrawdownCurrent decline from peak | -22.67% | -1.89% | -20.78% |
Average DrawdownAverage peak-to-trough decline | -13.43% | -3.73% | -9.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.52% | — |
Volatility
AKRE vs. RFDA - Volatility Comparison
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Volatility by Period
| AKRE | RFDA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 3.31% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 8.79% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 20.64% | 11.75% | +8.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.64% | 15.75% | +4.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.64% | 16.87% | +3.77% |
AKRE vs. RFDA - Expense Ratio Comparison
AKRE has a 0.98% expense ratio, which is higher than RFDA's 0.52% expense ratio.
Dividends
AKRE vs. RFDA - Dividend Comparison
AKRE has not paid dividends to shareholders, while RFDA's dividend yield for the trailing twelve months is around 1.80%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
AKRE Akre Focus ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
RFDA RiverFront Dynamic US Dividend Advantage ETF | 1.80% | 1.89% | 2.23% | 2.68% | 3.57% | 1.44% | 1.62% | 1.87% | 2.44% | 1.90% | 0.98% |
Frequently Asked Questions
AKRE and RFDA have a correlation of 0.43, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, RFDA is cheaper at 0.52% per year. The better choice depends on whether you care most about return, fees, risk, or income.
RFDA is cheaper with a 0.52% expense ratio, compared with 0.98% for AKRE.
RFDA has the higher dividend yield at 1.80%, compared with 0.00% for AKRE.
They also come from different issuers: Akre Capital and SS&C. Their fees differ too: 0.98% for AKRE and 0.52% for RFDA.
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