RFDA vs. BWX
Compare and contrast key facts about RiverFront Dynamic US Dividend Advantage ETF (RFDA) and SPDR Bloomberg Barclays International Treasury Bond ETF (BWX).
RFDA and BWX 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. BWX is a passively managed fund by State Street that tracks the performance of the Bloomberg Global Treasury x US Capped (Inception 8/31/2007). It was launched on Oct 2, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RFDA or BWX.
Correlation
The correlation between RFDA and BWX is 0.15, 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.
Performance
RFDA vs. BWX - Performance Comparison
Key characteristics
RFDA:
1.59
BWX:
-0.08
RFDA:
2.18
BWX:
-0.06
RFDA:
1.30
BWX:
0.99
RFDA:
2.41
BWX:
-0.02
RFDA:
8.64
BWX:
-0.14
RFDA:
2.45%
BWX:
4.69%
RFDA:
13.39%
BWX:
8.13%
RFDA:
-34.61%
BWX:
-34.00%
RFDA:
-1.99%
BWX:
-27.19%
Returns By Period
In the year-to-date period, RFDA achieves a 2.67% return, which is significantly higher than BWX's 1.07% return.
RFDA
2.67%
1.29%
6.92%
22.44%
12.55%
N/A
BWX
1.07%
2.12%
-5.59%
-0.89%
-4.12%
-1.25%
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RFDA vs. BWX - Expense Ratio Comparison
RFDA has a 0.52% expense ratio, which is higher than BWX's 0.35% expense ratio.
Risk-Adjusted Performance
RFDA vs. BWX — Risk-Adjusted Performance Rank
RFDA
BWX
RFDA vs. BWX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for RiverFront Dynamic US Dividend Advantage ETF (RFDA) and SPDR Bloomberg Barclays International Treasury Bond ETF (BWX). 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.
Dividends
RFDA vs. BWX - Dividend Comparison
RFDA's dividend yield for the trailing twelve months is around 2.31%, more than BWX's 1.98% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RFDA RiverFront Dynamic US Dividend Advantage ETF | 2.31% | 2.23% | 2.68% | 3.57% | 1.44% | 1.49% | 1.87% | 2.44% | 1.90% | 0.98% | 0.00% | 0.00% |
BWX SPDR Bloomberg Barclays International Treasury Bond ETF | 1.98% | 1.99% | 1.62% | 1.23% | 1.00% | 0.95% | 1.16% | 1.17% | 0.46% | 0.00% | 0.00% | 1.77% |
Drawdowns
RFDA vs. BWX - Drawdown Comparison
The maximum RFDA drawdown since its inception was -34.61%, roughly equal to the maximum BWX drawdown of -34.00%. Use the drawdown chart below to compare losses from any high point for RFDA and BWX. For additional features, visit the drawdowns tool.
Volatility
RFDA vs. BWX - Volatility Comparison
RiverFront Dynamic US Dividend Advantage ETF (RFDA) has a higher volatility of 3.63% compared to SPDR Bloomberg Barclays International Treasury Bond ETF (BWX) at 2.43%. This indicates that RFDA's price experiences larger fluctuations and is considered to be riskier than BWX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.