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 Bloomberg U.S. Aggregate Bond Index. It was launched on Sep 22, 2003.
Performance
RFDA vs. AGG - Performance Comparison
Loading graphics...
RFDA vs. AGG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RFDA RiverFront Dynamic US Dividend Advantage ETF | -1.05% | 16.42% | 20.12% | 16.98% | -8.58% | 25.94% | 11.26% | 27.15% | -9.27% | 19.86% |
AGG iShares Core U.S. Aggregate Bond ETF | 0.02% | 7.19% | 1.31% | 5.65% | -13.02% | -1.77% | 7.48% | 8.46% | 0.09% | 3.55% |
Returns By Period
In the year-to-date period, RFDA achieves a -1.05% return, which is significantly lower than AGG's 0.02% return.
RFDA
- 1D
- 1.86%
- 1M
- -1.50%
- YTD
- -1.05%
- 6M
- 0.65%
- 1Y
- 20.44%
- 3Y*
- 16.13%
- 5Y*
- 11.66%
- 10Y*
- —
AGG
- 1D
- 0.23%
- 1M
- -1.79%
- YTD
- 0.02%
- 6M
- 0.97%
- 1Y
- 4.36%
- 3Y*
- 3.59%
- 5Y*
- 0.23%
- 10Y*
- 1.66%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
RFDA vs. AGG - Expense Ratio Comparison
RFDA has a 0.52% expense ratio, which is higher than AGG's 0.03% expense ratio.
Return for Risk
RFDA vs. AGG — Risk / Return Rank
RFDA
AGG
RFDA vs. AGG - Risk-Adjusted Trends 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.
| RFDA | AGG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.16 | 1.00 | +0.16 |
Sortino ratioReturn per unit of downside risk | 1.70 | 1.42 | +0.28 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.18 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.66 | 1.81 | -0.16 |
Martin ratioReturn relative to average drawdown | 8.46 | 5.07 | +3.39 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| RFDA | AGG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.16 | 1.00 | +0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.75 | 0.04 | +0.71 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.31 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.72 | 0.59 | +0.13 |
Correlation
The correlation between RFDA and AGG is 0.05, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
RFDA vs. AGG - Dividend Comparison
RFDA's dividend yield for the trailing twelve months is around 1.99%, less than AGG's 3.93% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RFDA RiverFront Dynamic US Dividend Advantage ETF | 1.99% | 1.89% | 2.23% | 2.68% | 3.57% | 1.44% | 1.62% | 1.87% | 2.44% | 1.90% | 0.98% | 0.00% |
AGG iShares Core U.S. Aggregate Bond ETF | 3.93% | 3.89% | 3.74% | 3.13% | 2.39% | 1.77% | 2.14% | 2.70% | 2.72% | 2.32% | 2.39% | 2.45% |
Drawdowns
RFDA vs. AGG - Drawdown Comparison
The maximum RFDA drawdown since its inception was -34.60%, which is greater than AGG's maximum drawdown of -18.43%. Use the drawdown chart below to compare losses from any high point for RFDA and AGG.
Loading graphics...
Drawdown Indicators
| RFDA | AGG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.60% | -18.43% | -16.17% |
Max Drawdown (1Y)Largest decline over 1 year | -12.73% | -2.52% | -10.21% |
Max Drawdown (5Y)Largest decline over 5 years | -19.35% | -17.82% | -1.53% |
Max Drawdown (10Y)Largest decline over 10 years | — | -18.43% | — |
Current DrawdownCurrent decline from peak | -3.62% | -2.36% | -1.26% |
Average DrawdownAverage peak-to-trough decline | -3.80% | -2.71% | -1.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.49% | 0.90% | +1.59% |
Volatility
RFDA vs. AGG - Volatility Comparison
RiverFront Dynamic US Dividend Advantage ETF (RFDA) has a higher volatility of 4.32% compared to iShares Core U.S. Aggregate Bond ETF (AGG) at 1.66%. This indicates that RFDA's price experiences larger fluctuations and is considered to be riskier than AGG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| RFDA | AGG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.32% | 1.66% | +2.66% |
Volatility (6M)Calculated over the trailing 6-month period | 8.90% | 2.55% | +6.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.70% | 4.37% | +13.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.73% | 6.07% | +9.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.93% | 5.39% | +11.54% |