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IXP vs. RFDA
Performance
Return for Risk
Drawdowns
Volatility
Dividends

IXP vs. RFDA

Last updated Jun 5, 2026

IXP (iShares Global Comm Services ETF) and RFDA (RiverFront Dynamic US Dividend Advantage ETF) are both Large Cap Growth Equities funds. IXP is passively managed, while RFDA is actively managed. Over the past 5 years, IXP returned 8.96%/yr vs 13.42%/yr for RFDA. A 0.69 correlation means they provide meaningful diversification when combined. IXP charges 0.43%/yr vs 0.52%/yr for RFDA.

Performance

IXP vs. RFDA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Global Comm Services ETF (IXP) and RiverFront Dynamic US Dividend Advantage ETF (RFDA). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, IXP achieves a 0.11% return, which is significantly lower than RFDA's 12.65% return.

IXP

1D
0.00%
1M
-1.36%
YTD
0.11%
6M
-0.33%
1Y
17.14%
3Y*
23.68%
5Y*
8.96%
10Y*
9.30%

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)

IXP vs. RFDA - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
IXP
iShares Global Comm Services ETF		0.11%29.27%31.33%38.80%-33.40%12.77%22.16%25.23%-13.67%6.65%
RFDA
RiverFront Dynamic US Dividend Advantage ETF		12.65%16.42%20.12%16.98%-8.58%25.94%11.26%27.15%-9.27%19.86%

Correlation

The correlation between IXP and RFDA is 0.56, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.56

Correlation (3Y)
Calculated over the trailing 3-year period

0.65

Correlation (5Y)
Calculated over the trailing 5-year period

0.70

Correlation (All Time)
Calculated using the full available price history since Jun 8, 2016

0.69

The correlation between IXP and RFDA shifts across timeframes, from 0.56 (1 year) to 0.70 (5 years), reflecting how their relationship changes across market environments.

IXP vs. RFDA - Sectors Allocation Comparison

Sectors
IXP
RFDA

Communication Services

97.7%
8.8%

Technology

2.0%
19.9%

Real Estate

0.5%
5.0%

Consumer Cyclical

0.2%
7.0%

Basic Materials

-

1.8%

Consumer Defensive

-

7.6%

Energy

-

12.5%

Financial Services

-

14.7%

Healthcare

-

8.8%

Industrials

-

8.9%

Utilities

-

5.0%

Communication Services

IXP
97.7%
RFDA
8.8%

Technology

IXP
2.0%
RFDA
19.9%

Real Estate

IXP
0.5%
RFDA
5.0%

Consumer Cyclical

IXP
0.2%
RFDA
7.0%

Basic Materials

IXP

-

RFDA
1.8%

Consumer Defensive

IXP

-

RFDA
7.6%

Energy

IXP

-

RFDA
12.5%

Financial Services

IXP

-

RFDA
14.7%

Healthcare

IXP

-

RFDA
8.8%

Industrials

IXP

-

RFDA
8.9%

Utilities

IXP

-

RFDA
5.0%

Compare stocks, funds, or ETFs

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

iShares Global Comm Services ETF

RiverFront Dynamic US Dividend Advantage ETF

Often compared with IXP:
IXP vs. XLCIXP vs. FCOMIXP vs. IYZIXP vs. VOOIXP vs. QQQIXP vs. IYWIXP vs. VTI
Often compared with RFDA:
RFDA vs. DGRORFDA vs. DIVBRFDA vs. BWXRFDA vs. AGGRFDA vs. SCHDRFDA vs. HYGRFDA vs. IAU

Return for Risk

IXP vs. RFDA — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
IXP
IXP Risk / Return Rank: 3333
Overall Rank
IXP Sharpe Ratio Rank: 3434
Sharpe Ratio Rank
IXP Sortino Ratio Rank: 3636
Sortino Ratio Rank
IXP Omega Ratio Rank: 3333
Omega Ratio Rank
IXP Calmar Ratio Rank: 2929
Calmar Ratio Rank
IXP Martin Ratio Rank: 3333
Martin Ratio Rank
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.

IXP vs. RFDA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Global Comm Services ETF (IXP) 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.

IXPRFDADifference
Sharpe ratioReturn per unit of total volatility
1.18
2.70

-1.52

Sortino ratioReturn per unit of downside risk
1.87
3.71

-1.85

Omega ratioGain probability vs. loss probability

1.21

1.50

-0.29

Calmar ratioReturn relative to maximum drawdown

1.40

5.79

-4.38

Martin ratioReturn relative to average drawdown

4.88

21.14

-16.26

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

IXP vs. RFDA - Sharpe Ratio Comparison

The current IXP Sharpe Ratio is 1.18, which is lower than the RFDA Sharpe Ratio of 2.70. The chart below compares the historical Sharpe Ratios of IXP and RFDA, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Sharpe Ratios by Period

IXPRFDADifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.18

2.70

-1.52

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.47

0.86

-0.38

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.50

—

—

Sharpe Ratio (All Time)

Calculated using the full available price history

0.34

0.80

-0.46

Drawdowns

IXP vs. RFDA - Drawdown Comparison

The maximum IXP drawdown since its inception was -50.11%, which is greater than RFDA's maximum drawdown of -34.60%. Use the drawdown chart below to compare losses from any high point for IXP and RFDA.

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Drawdown Indicators

IXPRFDADifference

Max Drawdown

Largest peak-to-trough decline

-50.11%

-34.60%

-15.51%

Max Drawdown (1Y)

Largest decline over 1 year

-12.26%

-5.45%

-6.81%

Max Drawdown (3Y)

Largest decline over 3 years

-17.54%

-19.35%

+1.81%

Max Drawdown (5Y)

Largest decline over 5 years

-44.30%

-19.35%

-24.95%

Max Drawdown (10Y)

Largest decline over 10 years

-44.30%

—

—

Current Drawdown

Current decline from peak

-4.08%

0.00%

-4.08%

Average Drawdown

Average peak-to-trough decline

-11.92%

-3.74%

-8.18%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.52%

1.49%

+2.03%

Volatility

IXP vs. RFDA - Volatility Comparison

iShares Global Comm Services ETF (IXP) has a higher volatility of 3.92% compared to RiverFront Dynamic US Dividend Advantage ETF (RFDA) at 2.75%. This indicates that IXP's price experiences larger fluctuations and is considered to be riskier than RFDA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

IXPRFDADifference

Volatility (1M)

Calculated over the trailing 1-month period

3.92%

2.75%

+1.17%

Volatility (6M)

Calculated over the trailing 6-month period

10.60%

8.53%

+2.07%

Volatility (1Y)

Calculated over the trailing 1-year period

14.60%

11.67%

+2.93%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.99%

15.74%

+3.25%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.52%

16.85%

+1.67%

IXP vs. RFDA - Expense Ratio Comparison

IXP has a 0.43% expense ratio, which is lower than RFDA's 0.52% expense ratio.

Dividends

IXP vs. RFDA - Dividend Comparison

IXP's dividend yield for the trailing twelve months is around 2.98%, more than RFDA's 1.75% yield.

PositionTTM20252024202320222021202020192018201720162015
IXP
iShares Global Comm Services ETF		2.98%2.98%1.35%1.24%0.62%1.80%0.95%2.18%4.32%3.41%4.02%3.89%
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%0.00%

Frequently Asked Questions

IXP and RFDA have a correlation of 0.56, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

IXP has higher volatility (3.92%) compared to RFDA (2.75%). In terms of maximum drawdown, IXP dropped -50.11% vs RFDA's -34.60%.

On 5-year performance, RFDA leads with 13.42% vs 8.96% for IXP. On fees, IXP is cheaper at 0.43% per year. On volatility, RFDA has been the lower-risk option at 2.75%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, RFDA has performed better with a 13.42% return vs 8.96%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

IXP is cheaper with a 0.43% expense ratio, compared with 0.52% for RFDA.

IXP has the higher dividend yield at 2.98%, compared with 1.75% for RFDA.

They also come from different issuers: iShares and SS&C. Their fees differ too: 0.43% for IXP and 0.52% for RFDA.

RFDA currently has the higher Sharpe Ratio (2.70 vs 1.18), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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