RDFI vs. FPFD
Compare and contrast key facts about Rareview Dynamic Fixed Income ETF (RDFI) and Fidelity Preferred Securities & Income ETF (FPFD).
RDFI and FPFD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. RDFI is an actively managed fund by Rareview Funds. It was launched on Oct 20, 2020. FPFD is an actively managed fund by Fidelity. It was launched on Jun 15, 2021.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RDFI or FPFD.
Correlation
The correlation between RDFI and FPFD is 0.42, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
RDFI vs. FPFD - Performance Comparison
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Key characteristics
RDFI:
1.25
FPFD:
0.98
RDFI:
1.85
FPFD:
1.51
RDFI:
1.30
FPFD:
1.20
RDFI:
1.03
FPFD:
0.89
RDFI:
4.31
FPFD:
2.74
RDFI:
2.73%
FPFD:
1.70%
RDFI:
8.55%
FPFD:
4.29%
RDFI:
-25.42%
FPFD:
-20.83%
RDFI:
-2.50%
FPFD:
-2.21%
Returns By Period
In the year-to-date period, RDFI achieves a 2.11% return, which is significantly higher than FPFD's 0.42% return.
RDFI
2.11%
3.50%
1.39%
10.56%
N/A
N/A
FPFD
0.42%
2.29%
-0.59%
4.15%
N/A
N/A
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RDFI vs. FPFD - Expense Ratio Comparison
RDFI has a 3.69% expense ratio, which is higher than FPFD's 0.59% expense ratio.
Risk-Adjusted Performance
RDFI vs. FPFD — Risk-Adjusted Performance Rank
RDFI
FPFD
RDFI vs. FPFD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Rareview Dynamic Fixed Income ETF (RDFI) and Fidelity Preferred Securities & Income ETF (FPFD). 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.
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Dividends
RDFI vs. FPFD - Dividend Comparison
RDFI's dividend yield for the trailing twelve months is around 8.43%, more than FPFD's 5.03% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
RDFI Rareview Dynamic Fixed Income ETF | 8.43% | 8.14% | 7.36% | 4.70% | 4.51% | 1.01% |
FPFD Fidelity Preferred Securities & Income ETF | 5.03% | 4.89% | 5.09% | 5.22% | 1.59% | 0.00% |
Drawdowns
RDFI vs. FPFD - Drawdown Comparison
The maximum RDFI drawdown since its inception was -25.42%, which is greater than FPFD's maximum drawdown of -20.83%. Use the drawdown chart below to compare losses from any high point for RDFI and FPFD. For additional features, visit the drawdowns tool.
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Volatility
RDFI vs. FPFD - Volatility Comparison
Rareview Dynamic Fixed Income ETF (RDFI) has a higher volatility of 1.57% compared to Fidelity Preferred Securities & Income ETF (FPFD) at 0.96%. This indicates that RDFI's price experiences larger fluctuations and is considered to be riskier than FPFD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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