DUNK vs. RFDA
DUNK (Dana Unconstrained Equity ETF) and RFDA (RiverFront Dynamic US Dividend Advantage ETF) are both Large Cap Growth Equities funds. Both are actively managed. A 0.50 correlation means they provide meaningful diversification when combined. DUNK charges 0.75%/yr vs 0.52%/yr for RFDA.
Performance
DUNK vs. RFDA - Performance Comparison
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Returns By Period
In the year-to-date period, DUNK achieves a -2.46% return, which is significantly lower than RFDA's 10.33% return.
DUNK
- 1D
- 0.25%
- 1M
- 0.03%
- YTD
- -2.46%
- 6M
- -3.34%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
RFDA
- 1D
- -0.39%
- 1M
- -0.03%
- YTD
- 10.33%
- 6M
- 9.16%
- 1Y
- 25.01%
- 3Y*
- 18.64%
- 5Y*
- 12.74%
- 10Y*
- 13.35%
DUNK vs. RFDA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
DUNK Dana Unconstrained Equity ETF | -2.46% | -1.64% |
RFDA RiverFront Dynamic US Dividend Advantage ETF | 10.33% | 3.47% |
Correlation
The correlation between DUNK and RFDA is 0.50, 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 Sep 16, 2025 | 0.50 |
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Return for Risk
DUNK vs. RFDA — Risk / Return Rank
DUNK
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
RFDA
DUNK vs. RFDA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dana Unconstrained Equity ETF (DUNK) 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.
| DUNK | RFDA | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.40 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 4.61 | — |
| Martin ratioReturn relative to average drawdown | — | 16.42 | — |
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Drawdowns
DUNK vs. RFDA - Drawdown Comparison
The maximum DUNK drawdown since its inception was -25.64%, smaller than the maximum RFDA drawdown of -34.60%. Use the drawdown chart below to compare losses from any high point for DUNK and RFDA.
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Drawdown Indicators
| DUNK | RFDA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.64% | -34.60% | +8.96% |
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 | -11.50% | -2.06% | -9.44% |
Average DrawdownAverage peak-to-trough decline | -10.00% | -3.73% | -6.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.53% | — |
Volatility
DUNK vs. RFDA - Volatility Comparison
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Volatility by Period
| DUNK | RFDA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 3.21% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 8.78% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 22.25% | 11.71% | +10.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.25% | 15.75% | +6.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.25% | 16.87% | +5.38% |
DUNK vs. RFDA - Expense Ratio Comparison
DUNK has a 0.75% expense ratio, which is higher than RFDA's 0.52% expense ratio.
Dividends
DUNK vs. RFDA - Dividend Comparison
DUNK has not paid dividends to shareholders, while RFDA's dividend yield for the trailing twelve months is around 1.81%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
DUNK Dana Unconstrained Equity 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 | 1.81% | 1.89% | 2.23% | 2.68% | 3.57% | 1.44% | 1.62% | 1.87% | 2.44% | 1.90% | 0.98% |
Frequently Asked Questions
DUNK and RFDA have a correlation of 0.50, 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 0.75% for DUNK.
RFDA has the higher dividend yield at 1.81%, compared with 0.00% for DUNK.
They also come from different issuers: Dana and SS&C. Their fees differ too: 0.75% for DUNK and 0.52% for RFDA.
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