PortfoliosLab logoPortfoliosLab logo
BBHL vs. RFDA
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BBHL vs. RFDA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BBH Select Large Cap ETF (BBHL) and RiverFront Dynamic US Dividend Advantage ETF (RFDA). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, BBHL achieves a 6.39% return, which is significantly lower than RFDA's 12.65% return.


BBHL

1D
0.94%
1M
4.01%
YTD
6.39%
6M
6.61%
1Y
3Y*
5Y*
10Y*

RFDA

1D
1.12%
1M
4.60%
YTD
12.65%
6M
13.45%
1Y
31.38%
3Y*
19.75%
5Y*
13.42%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

BBHL vs. RFDA - Yearly Performance Comparison


Correlation

The correlation between BBHL and RFDA is 0.75, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (All Time)
Calculated using the full available price history since Nov 18, 2025

0.75

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

BBHL vs. RFDA — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BBHL

RFDA
RFDA Risk / Return Rank: 8787
Overall Rank
RFDA Sharpe Ratio Rank: 8484
Sharpe Ratio Rank
RFDA Sortino Ratio Rank: 8484
Sortino Ratio Rank
RFDA Omega Ratio Rank: 8484
Omega Ratio Rank
RFDA Calmar Ratio Rank: 9191
Calmar Ratio Rank
RFDA Martin Ratio Rank: 9191
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BBHL vs. RFDA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BBH Select Large Cap ETF (BBHL) 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.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

BBHL vs. RFDA - Sharpe Ratio Comparison


Loading charts...

Sharpe Ratios by Period


BBHLRFDADifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.70

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.86

Sharpe Ratio (All Time)

Calculated using the full available price history

1.41

0.80

+0.61

Drawdowns

BBHL vs. RFDA - Drawdown Comparison

The maximum BBHL drawdown since its inception was -11.99%, smaller than the maximum RFDA drawdown of -34.60%. Use the drawdown chart below to compare losses from any high point for BBHL and RFDA.


Loading charts...

Drawdown Indicators


BBHLRFDADifference

Max Drawdown

Largest peak-to-trough decline

-11.99%

-34.60%

+22.61%

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%

Current Drawdown

Current decline from peak

0.00%

0.00%

0.00%

Average Drawdown

Average peak-to-trough decline

-2.98%

-3.74%

+0.76%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.49%

Volatility

BBHL vs. RFDA - Volatility Comparison


Loading charts...

Volatility by Period


BBHLRFDADifference

Volatility (1M)

Calculated over the trailing 1-month period

2.75%

Volatility (6M)

Calculated over the trailing 6-month period

8.53%

Volatility (1Y)

Calculated over the trailing 1-year period

12.71%

11.67%

+1.04%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

12.71%

15.74%

-3.03%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

12.71%

16.85%

-4.14%

BBHL vs. RFDA - Expense Ratio Comparison

BBHL has a 0.71% expense ratio, which is higher than RFDA's 0.52% expense ratio.


Dividends

BBHL vs. RFDA - Dividend Comparison

BBHL has not paid dividends to shareholders, while RFDA's dividend yield for the trailing twelve months is around 1.75%.


PositionTTM2025202420232022202120202019201820172016
BBHL
BBH Select Large Cap 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
1.75%1.89%2.23%2.68%3.57%1.44%1.62%1.87%2.44%1.90%0.98%

Frequently Asked Questions


BBHL and RFDA have a correlation of 0.75, 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 0.71% for BBHL.

RFDA has the higher dividend yield at 1.75%, compared with 0.00% for BBHL.

They also come from different issuers: BBH and SS&C. Their fees differ too: 0.71% for BBHL and 0.52% for RFDA.

Portfolio Optimizer

Find the right allocation for BBHL and RFDA

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer