RFDA vs. AGG
Compare and contrast key facts about RiverFront Dynamic US Dividend Advantage ETF (RFDA) and iShares Core U.S. Aggregate Bond ETF (AGG).
RFDA and AGG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. RFDA is an actively managed fund by SS&C. It was launched on Jun 7, 2016. AGG is a passively managed fund by iShares that tracks the performance of the Barclays Capital U.S. Aggregate Bond Index. It was launched on Sep 22, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RFDA or AGG.
Correlation
The correlation between RFDA and AGG is -0.80. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
RFDA vs. AGG - Performance Comparison
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Key characteristics
RFDA:
6.84%
AGG:
5.37%
RFDA:
-0.49%
AGG:
-18.43%
RFDA:
0.00%
AGG:
-6.93%
Returns By Period
RFDA
N/A
N/A
N/A
N/A
N/A
N/A
AGG
2.20%
1.07%
1.18%
5.50%
-0.78%
1.51%
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RFDA vs. AGG - Expense Ratio Comparison
RFDA has a 0.52% expense ratio, which is higher than AGG's 0.05% expense ratio.
Risk-Adjusted Performance
RFDA vs. AGG — Risk-Adjusted Performance Rank
RFDA
AGG
RFDA vs. AGG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for RiverFront Dynamic US Dividend Advantage ETF (RFDA) and iShares Core U.S. Aggregate Bond ETF (AGG). 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
RFDA vs. AGG - Dividend Comparison
RFDA's dividend yield for the trailing twelve months is around 2.48%, less than AGG's 3.82% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RFDA RiverFront Dynamic US Dividend Advantage ETF | 2.48% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
AGG iShares Core U.S. Aggregate Bond ETF | 3.82% | 3.74% | 3.13% | 2.39% | 1.77% | 2.14% | 2.70% | 2.96% | 2.32% | 2.39% | 2.45% | 2.40% |
Drawdowns
RFDA vs. AGG - Drawdown Comparison
The maximum RFDA drawdown since its inception was -0.49%, smaller than the maximum AGG drawdown of -18.43%. Use the drawdown chart below to compare losses from any high point for RFDA and AGG. For additional features, visit the drawdowns tool.
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Volatility
RFDA vs. AGG - Volatility Comparison
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