RFDA vs. DGRO

In the year-to-date period, RFDA achieves a -1.95% return, which is significantly lower than DGRO's 1.63% return.

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RFDA has a 0.52% expense ratio, which is higher than DGRO's 0.08% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for RiverFront Dynamic US Dividend Advantage ETF (RFDA) and iShares Core Dividend Growth ETF (DGRO). 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.

The current RFDA Sharpe Ratio is 0.47, which is comparable to the DGRO Sharpe Ratio of 0.66. The chart below compares the historical Sharpe Ratios of RFDA and DGRO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

RFDA's dividend yield for the trailing twelve months is around 2.41%, while DGRO has not paid dividends to shareholders.

The maximum RFDA drawdown since its inception was -34.61%, roughly equal to the maximum DGRO drawdown of -35.10%. Use the drawdown chart below to compare losses from any high point for RFDA and DGRO. For additional features, visit the drawdowns tool.

RiverFront Dynamic US Dividend Advantage ETF (RFDA) has a higher volatility of 5.78% compared to iShares Core Dividend Growth ETF (DGRO) at 4.86%. This indicates that RFDA's price experiences larger fluctuations and is considered to be riskier than DGRO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.