MBCE vs. RFDA
MBCE (Monarch Blue Chips Elite Index ETF) and RFDA (RiverFront Dynamic US Dividend Advantage ETF) are both Large Cap Growth Equities funds. MBCE is passively managed, while RFDA is actively managed. At a 0.01 correlation, their price movements are largely independent. MBCE charges 1.14%/yr vs 0.52%/yr for RFDA.
Performance
MBCE vs. RFDA - Performance Comparison
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Returns By Period
MBCE
- 1D
- 1.38%
- 1M
- 0.54%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
RFDA
- 1D
- -0.67%
- 1M
- 0.74%
- 6M
- 12.31%
- YTD
- 12.87%
- 1Y
- 22.85%
- 3Y*
- 17.99%
- 5Y*
- 12.76%
- 10Y*
- 13.41%
MBCE vs. RFDA - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
MBCE Monarch Blue Chips Elite Index ETF | -0.76% |
RFDA RiverFront Dynamic US Dividend Advantage ETF | 0.39% |
Correlation
The correlation between MBCE and RFDA is 0.01, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jun 3, 2026 | 0.01 |
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Return for Risk
MBCE vs. RFDA — Risk / Return Rank
MBCE
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
RFDA
MBCE vs. RFDA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Monarch Blue Chips Elite Index ETF (MBCE) 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.
| MBCE | RFDA | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.37 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 4.21 | — |
| Martin ratioReturn relative to average drawdown | — | 14.94 | — |
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Drawdowns
MBCE vs. RFDA - Drawdown Comparison
The maximum MBCE drawdown since its inception was -7.15%, smaller than the maximum RFDA drawdown of -34.60%. Use the drawdown chart below to compare losses from any high point for MBCE and RFDA.
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Drawdown Indicators
| MBCE | RFDA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -7.15% | -34.60% | +27.45% |
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 | -5.70% | -0.67% | -5.03% |
Average DrawdownAverage peak-to-trough decline | -3.47% | -3.71% | +0.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.53% | — |
Volatility
MBCE vs. RFDA - Volatility Comparison
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Volatility by Period
| MBCE | RFDA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 2.41% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 8.80% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 42.90% | 11.59% | +31.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 42.90% | 15.74% | +27.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 42.90% | 16.84% | +26.06% |
MBCE vs. RFDA - Expense Ratio Comparison
MBCE has a 1.14% expense ratio, which is higher than RFDA's 0.52% expense ratio.
Dividends
MBCE vs. RFDA - Dividend Comparison
MBCE has not paid dividends to shareholders, while RFDA's dividend yield for the trailing twelve months is around 1.77%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
MBCE Monarch Blue Chips Elite Index 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 | 1.77% | 1.89% | 2.23% | 2.68% | 3.57% | 1.44% | 1.62% | 1.87% | 2.44% | 1.90% | 0.98% |
Frequently Asked Questions
MBCE and RFDA have a correlation of 0.01, 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 1.14% for MBCE.
RFDA has the higher dividend yield at 1.77%, compared with 0.00% for MBCE.
They also come from different issuers: Kingsview Partners LLC and SS&C. Their fees differ too: 1.14% for MBCE and 0.52% for RFDA.
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