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.
Performance
RFDA vs. BWX - Performance Comparison
Loading graphics...
RFDA vs. BWX - 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% |
BWX SPDR Bloomberg Barclays International Treasury Bond ETF | -2.24% | 7.67% | -5.93% | 5.10% | -19.72% | -8.67% | 9.50% | 5.58% | -1.85% | 9.93% |
Returns By Period
In the year-to-date period, RFDA achieves a -1.05% return, which is significantly higher than BWX's -2.24% return.
RFDA
- 1D
- 1.86%
- 1M
- -1.50%
- YTD
- -1.05%
- 6M
- 0.65%
- 1Y
- 20.44%
- 3Y*
- 16.13%
- 5Y*
- 11.66%
- 10Y*
- —
BWX
- 1D
- 1.06%
- 1M
- -4.52%
- YTD
- -2.24%
- 6M
- -3.48%
- 1Y
- 2.64%
- 3Y*
- 0.23%
- 5Y*
- -4.08%
- 10Y*
- -1.19%
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. BWX - Expense Ratio Comparison
RFDA has a 0.52% expense ratio, which is higher than BWX's 0.35% expense ratio.
Return for Risk
RFDA vs. BWX — Risk / Return Rank
RFDA
BWX
RFDA vs. BWX - Risk-Adjusted Trends 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.
| RFDA | BWX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.16 | 0.30 | +0.86 |
Sortino ratioReturn per unit of downside risk | 1.70 | 0.51 | +1.19 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.06 | +0.21 |
Calmar ratioReturn relative to maximum drawdown | 1.66 | 0.44 | +1.22 |
Martin ratioReturn relative to average drawdown | 8.46 | 1.07 | +7.39 |
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 | BWX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.16 | 0.30 | +0.86 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.75 | -0.43 | +1.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | -0.14 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.72 | 0.05 | +0.67 |
Correlation
The correlation between RFDA and BWX is 0.14, 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. BWX - Dividend Comparison
RFDA's dividend yield for the trailing twelve months is around 1.99%, less than BWX's 2.28% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
BWX SPDR Bloomberg Barclays International Treasury Bond ETF | 2.28% | 2.19% | 1.99% | 1.63% | 1.23% | 0.93% | 0.95% | 1.16% | 1.07% | 0.46% | 0.00% |
Drawdowns
RFDA vs. BWX - Drawdown Comparison
The maximum RFDA drawdown since its inception was -34.60%, roughly equal to the maximum BWX drawdown of -34.05%. Use the drawdown chart below to compare losses from any high point for RFDA and BWX.
Loading graphics...
Drawdown Indicators
| RFDA | BWX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.60% | -34.05% | -0.55% |
Max Drawdown (1Y)Largest decline over 1 year | -12.73% | -6.16% | -6.57% |
Max Drawdown (5Y)Largest decline over 5 years | -19.35% | -31.25% | +11.90% |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.05% | — |
Current DrawdownCurrent decline from peak | -3.62% | -24.23% | +20.61% |
Average DrawdownAverage peak-to-trough decline | -3.80% | -9.92% | +6.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.49% | 2.52% | -0.03% |
Volatility
RFDA vs. BWX - Volatility Comparison
RiverFront Dynamic US Dividend Advantage ETF (RFDA) has a higher volatility of 4.32% compared to SPDR Bloomberg Barclays International Treasury Bond ETF (BWX) at 3.37%. 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.
Loading graphics...
Volatility by Period
| RFDA | BWX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.32% | 3.37% | +0.95% |
Volatility (6M)Calculated over the trailing 6-month period | 8.90% | 5.11% | +3.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.70% | 8.85% | +8.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.73% | 9.62% | +6.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.93% | 8.64% | +8.29% |