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

Performance

PFOE vs. RFDA - Performance Comparison

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

Loading charts...

Returns By Period


PFOE

1D
-1.12%
1M
-4.67%
YTD
6M
1Y
3Y*
5Y*
10Y*

RFDA

1D
-1.34%
1M
2.49%
YTD
11.14%
6M
12.07%
1Y
29.80%
3Y*
18.88%
5Y*
13.11%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

PFOE vs. RFDA - Yearly Performance Comparison


Correlation

The correlation between PFOE and RFDA is 0.62, 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 Jan 2, 2026

0.62

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

PFOE vs. RFDA — Risk / Return Rank

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

PFOE

RFDA
RFDA Risk / Return Rank: 8585
Overall Rank
RFDA Sharpe Ratio Rank: 8282
Sharpe Ratio Rank
RFDA Sortino Ratio Rank: 8282
Sortino Ratio Rank
RFDA Omega Ratio Rank: 8282
Omega Ratio Rank
RFDA Calmar Ratio Rank: 9191
Calmar Ratio Rank
RFDA Martin Ratio Rank: 9090
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.

PFOE vs. RFDA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Pathfinder Focused Opportunities ETF (PFOE) 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.

PFOE vs. RFDA - Sharpe Ratio Comparison


Loading charts...

Sharpe Ratios by Period


PFOERFDADifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.55

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.84

Sharpe Ratio (All Time)

Calculated using the full available price history

-1.03

0.79

-1.82

Drawdowns

PFOE vs. RFDA - Drawdown Comparison

The maximum PFOE drawdown since its inception was -18.19%, smaller than the maximum RFDA drawdown of -34.60%. Use the drawdown chart below to compare losses from any high point for PFOE and RFDA.


Loading charts...

Drawdown Indicators


PFOERFDADifference

Max Drawdown

Largest peak-to-trough decline

-18.19%

-34.60%

+16.41%

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 Drawdown

Current decline from peak

-13.61%

-1.34%

-12.27%

Average Drawdown

Average peak-to-trough decline

-9.16%

-3.74%

-5.42%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.49%

Volatility

PFOE vs. RFDA - Volatility Comparison


Loading charts...

Volatility by Period


PFOERFDADifference

Volatility (1M)

Calculated over the trailing 1-month period

3.11%

Volatility (6M)

Calculated over the trailing 6-month period

8.65%

Volatility (1Y)

Calculated over the trailing 1-year period

18.98%

11.75%

+7.23%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.98%

15.74%

+3.24%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.98%

16.86%

+2.12%

PFOE vs. RFDA - Expense Ratio Comparison

PFOE has a 0.59% expense ratio, which is higher than RFDA's 0.52% expense ratio.


Dividends

PFOE vs. RFDA - Dividend Comparison

PFOE's dividend yield for the trailing twelve months is around 0.04%, less than RFDA's 1.78% yield.


PositionTTM2025202420232022202120202019201820172016
PFOE
Pathfinder Focused Opportunities ETF
0.04%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
1.78%1.89%2.23%2.68%3.57%1.44%1.62%1.87%2.44%1.90%0.98%

Frequently Asked Questions


PFOE and RFDA have a correlation of 0.62, 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 0.59% for PFOE.

RFDA has the higher dividend yield at 1.78%, compared with 0.04% for PFOE.

They also come from different issuers: Pathfinder and SS&C. Their fees differ too: 0.59% for PFOE and 0.52% for RFDA.

Portfolio Optimizer

Find the right allocation for PFOE 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