RCGE vs. FWD
RCGE (RockCreek Global Equality ETF) and FWD (AB Disruptors ETF) are both Global Equities funds. Both are actively managed. Over the past year, RCGE returned 18.47% vs 39.21% for FWD. Their 0.48 correlation means their historical movements had little consistent relationship. RCGE charges 0.95%/yr vs 0.65%/yr for FWD.
Performance
RCGE vs. FWD - Performance Comparison
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Returns By Period
In the year-to-date period, RCGE achieves a 9.52% return, which is significantly lower than FWD's 20.07% return.
RCGE
- 1D
- -0.72%
- 1M
- 2.70%
- 6M
- 7.02%
- YTD
- 9.52%
- 1Y
- 18.47%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 16.42%
FWD
- 1D
- 1.20%
- 1M
- -8.86%
- 6M
- 11.18%
- YTD
- 20.07%
- 1Y
- 39.21%
- 3Y*
- 29.50%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 31.81%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $39.66M | $42.86M | $36.96M | |
| $848.09 | $796.67 | $990.58 |
RCGE vs. FWD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
RCGE RockCreek Global Equality ETF | 9.52% | 13.33% |
FWD AB Disruptors ETF | 20.07% | 29.33% |
Correlation
The correlation between RCGE and FWD is 0.44, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.44 |
Correlation (All Time) Calculated using the full available price history since Feb 27, 2025 | 0.48 |
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Return for Risk
RCGE vs. FWD — Risk / Return Rank
RCGE
FWD
RCGE vs. FWD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for RockCreek Global Equality ETF (RCGE) and AB Disruptors ETF (FWD). 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.
| RCGE | FWD | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.25 | ||
| Sortino ratioReturn per unit of downside risk | +0.46 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.22 | +0.05 |
| Calmar ratioReturn relative to maximum drawdown | 1.97 | 1.78 | +0.19 |
| Martin ratioReturn relative to average drawdown | 6.92 | 6.86 | +0.06 |
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Drawdowns
RCGE vs. FWD - Drawdown Comparison
The maximum RCGE drawdown since its inception was -13.32%, smaller than the maximum FWD drawdown of -29.02%. Use the drawdown chart below to compare losses from any high point for RCGE and FWD.
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Drawdown Indicators
| RCGE | FWD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.32% | -29.02% | +15.70% |
Max Drawdown (1Y)Largest decline over 1 year | -9.33% | -20.49% | +11.16% |
Max Drawdown (3Y)Largest decline over 3 years | — | -29.02% | — |
Current DrawdownCurrent decline from peak | -0.72% | -15.78% | +15.06% |
Average DrawdownAverage peak-to-trough decline | -1.88% | -4.26% | +2.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.66% | 5.32% | -2.66% |
Volatility
RCGE vs. FWD - Volatility Comparison
The current volatility for RockCreek Global Equality ETF (RCGE) is 3.88%, while AB Disruptors ETF (FWD) has a volatility of 11.37%. This indicates that RCGE experiences smaller price fluctuations and is considered to be less risky than FWD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RCGE | FWD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.88% | 11.37% | -7.49% |
Volatility (6M)Calculated over the trailing 6-month period | 10.28% | 24.87% | -14.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.37% | 29.47% | -17.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.17% | 26.00% | -10.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.17% | 26.00% | -10.83% |
RCGE vs. FWD - Expense Ratio Comparison
RCGE has a 0.95% expense ratio, which is higher than FWD's 0.65% expense ratio.
Dividends
RCGE vs. FWD - Dividend Comparison
RCGE's dividend yield for the trailing twelve months is around 1.66%, more than FWD's 0.09% yield.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
FWD AB Disruptors ETF | 0.09% | 0.11% | 1.89% |
RCGE RockCreek Global Equality ETF | 1.66% | 1.81% | 0.00% |
Frequently Asked Questions
RCGE and FWD have a correlation of 0.44, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FWD has higher volatility (11.37%) compared to RCGE (3.88%). In terms of maximum drawdown, RCGE dropped -13.32% vs FWD's -29.02%.
On 1-year performance, FWD leads with 39.21% vs 18.47% for RCGE. On fees, FWD is cheaper at 0.65% per year. On volatility, RCGE has been the lower-risk option at 3.88%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, FWD has performed better with a 39.21% return vs 18.47%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
FWD is cheaper with a 0.65% expense ratio, compared with 0.95% for RCGE.
RCGE has the higher dividend yield at 1.66%, compared with 0.09% for FWD.
They also come from different issuers: Alpha Architect and AllianceBernstein. Their fees differ too: 0.95% for RCGE and 0.65% for FWD.
RCGE currently has the higher Sharpe Ratio (1.49 vs 1.24), 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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