OGIG vs. RFDA
OGIG (O’Shares Global Internet Giants ETF) and RFDA (RiverFront Dynamic US Dividend Advantage ETF) are both Large Cap Growth Equities funds. OGIG is passively managed, while RFDA is actively managed. Over the past 5 years, OGIG returned -2.07%/yr vs 13.17%/yr for RFDA. A 0.65 correlation means they provide meaningful diversification when combined. OGIG charges 0.48%/yr vs 0.52%/yr for RFDA.
Performance
OGIG vs. RFDA - Performance Comparison
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Returns By Period
In the year-to-date period, OGIG achieves a -9.21% return, which is significantly lower than RFDA's 11.40% return.
OGIG
- 1D
- -3.46%
- 1M
- 6.90%
- YTD
- -9.21%
- 6M
- -10.93%
- 1Y
- -6.52%
- 3Y*
- 15.13%
- 5Y*
- -2.07%
- 10Y*
- —
RFDA
- 1D
- -0.92%
- 1M
- 4.27%
- YTD
- 11.40%
- 6M
- 12.25%
- 1Y
- 29.49%
- 3Y*
- 19.19%
- 5Y*
- 13.17%
- 10Y*
- —
OGIG vs. RFDA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
OGIG O’Shares Global Internet Giants ETF | -9.21% | 14.39% | 25.97% | 50.25% | -50.64% | -9.30% | 107.92% | 36.90% | -24.48% |
RFDA RiverFront Dynamic US Dividend Advantage ETF | 11.40% | 16.42% | 20.12% | 16.98% | -8.58% | 25.94% | 11.26% | 27.15% | -13.11% |
Correlation
The correlation between OGIG and RFDA is 0.50, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.50 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.65 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.63 |
Correlation (All Time) Calculated using the full available price history since Jun 6, 2018 | 0.65 |
The correlation between OGIG and RFDA shifts across timeframes, from 0.50 (1 year) to 0.65 (all time), reflecting how their relationship changes across market environments.
OGIG vs. RFDA - Sectors Allocation Comparison
Sectors
OGIG
RFDA
Technology
Communication Services
Consumer Cyclical
Industrials
Healthcare
Real Estate
Financial Services
Basic Materials
-
Consumer Defensive
-
Energy
-
Utilities
-
Technology
OGIG
RFDA
Communication Services
OGIG
RFDA
Consumer Cyclical
OGIG
RFDA
Industrials
OGIG
RFDA
Healthcare
OGIG
RFDA
Real Estate
OGIG
RFDA
Financial Services
OGIG
RFDA
Basic Materials
OGIG
-
RFDA
Consumer Defensive
OGIG
-
RFDA
Energy
OGIG
-
RFDA
Utilities
OGIG
-
RFDA
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Return for Risk
OGIG vs. RFDA — Risk / Return Rank
OGIG
RFDA
OGIG vs. RFDA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for O’Shares Global Internet Giants ETF (OGIG) 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.
| OGIG | RFDA | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.84 | ||
| Sortino ratioReturn per unit of downside risk | -3.78 | ||
| Omega ratioGain probability vs. loss probability | 0.97 | 1.47 | -0.50 |
| Calmar ratioReturn relative to maximum drawdown | -0.20 | 5.44 | -5.64 |
| Martin ratioReturn relative to average drawdown | -0.41 | 19.87 | -20.28 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| OGIG | RFDA | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.30 | 2.55 | -2.84 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.07 | 0.84 | -0.91 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.27 | 0.79 | -0.53 |
Drawdowns
OGIG vs. RFDA - Drawdown Comparison
The maximum OGIG drawdown since its inception was -66.05%, which is greater than RFDA's maximum drawdown of -34.60%. Use the drawdown chart below to compare losses from any high point for OGIG and RFDA.
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Drawdown Indicators
| OGIG | RFDA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.05% | -34.60% | -31.45% |
Max Drawdown (1Y)Largest decline over 1 year | -33.23% | -5.45% | -27.78% |
Max Drawdown (3Y)Largest decline over 3 years | -33.23% | -19.35% | -13.88% |
Max Drawdown (5Y)Largest decline over 5 years | -62.79% | -19.35% | -43.44% |
Current DrawdownCurrent decline from peak | -24.99% | -0.92% | -24.07% |
Average DrawdownAverage peak-to-trough decline | -25.67% | -3.74% | -21.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 15.84% | 1.49% | +14.35% |
Volatility
OGIG vs. RFDA - Volatility Comparison
O’Shares Global Internet Giants ETF (OGIG) has a higher volatility of 8.15% compared to RiverFront Dynamic US Dividend Advantage ETF (RFDA) at 2.66%. This indicates that OGIG'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
| OGIG | RFDA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.15% | 2.66% | +5.49% |
Volatility (6M)Calculated over the trailing 6-month period | 18.28% | 8.47% | +9.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.16% | 11.64% | +10.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 31.58% | 15.73% | +15.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.03% | 16.85% | +14.18% |
OGIG vs. RFDA - Expense Ratio Comparison
OGIG has a 0.48% expense ratio, which is lower than RFDA's 0.52% expense ratio.
Dividends
OGIG vs. RFDA - Dividend Comparison
OGIG's dividend yield for the trailing twelve months is around 0.08%, less than RFDA's 1.77% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
OGIG O’Shares Global Internet Giants ETF | 0.08% | 0.07% | 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
OGIG 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.
OGIG has higher volatility (8.15%) compared to RFDA (2.66%). In terms of maximum drawdown, OGIG dropped -66.05% vs RFDA's -34.60%.
On 5-year performance, RFDA leads with 13.17% vs -2.07% for OGIG. On fees, OGIG is cheaper at 0.48% per year. On volatility, RFDA has been the lower-risk option at 2.66%. 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 13.17% return vs -2.07%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
OGIG is cheaper with a 0.48% expense ratio, compared with 0.52% for RFDA.
RFDA has the higher dividend yield at 1.77%, compared with 0.08% for OGIG.
They also come from different issuers: O'Shares Investments and SS&C. Their fees differ too: 0.48% for OGIG and 0.52% for RFDA.
RFDA currently has the higher Sharpe Ratio (2.55 vs -0.30), 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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