RFDA vs. DGRO
Compare and contrast key facts about RiverFront Dynamic US Dividend Advantage ETF (RFDA) and iShares Core Dividend Growth ETF (DGRO).
RFDA and DGRO 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. DGRO is a passively managed fund by iShares that tracks the performance of the Morningstar US Dividend Growth Index. It was launched on Jun 10, 2014.
Performance
RFDA vs. DGRO - Performance Comparison
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RFDA vs. DGRO - 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% |
DGRO iShares Core Dividend Growth ETF | 1.60% | 15.69% | 16.62% | 10.47% | -7.91% | 26.64% | 9.50% | 29.87% | -2.38% | 23.00% |
Returns By Period
In the year-to-date period, RFDA achieves a -1.05% return, which is significantly lower than DGRO's 1.60% return.
RFDA
- 1D
- 1.86%
- 1M
- -2.40%
- YTD
- -1.05%
- 6M
- 0.33%
- 1Y
- 19.76%
- 3Y*
- 16.13%
- 5Y*
- 11.66%
- 10Y*
- —
DGRO
- 1D
- 0.03%
- 1M
- -4.46%
- YTD
- 1.60%
- 6M
- 3.88%
- 1Y
- 16.44%
- 3Y*
- 14.60%
- 5Y*
- 10.14%
- 10Y*
- 12.81%
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RFDA vs. DGRO - Expense Ratio Comparison
RFDA has a 0.52% expense ratio, which is higher than DGRO's 0.08% expense ratio.
Return for Risk
RFDA vs. DGRO — Risk / Return Rank
RFDA
DGRO
RFDA vs. DGRO - 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 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.
| RFDA | DGRO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.16 | 1.14 | +0.02 |
Sortino ratioReturn per unit of downside risk | 1.70 | 1.66 | +0.04 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.25 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.66 | 1.48 | +0.18 |
Martin ratioReturn relative to average drawdown | 8.46 | 6.80 | +1.66 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| RFDA | DGRO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.16 | 1.14 | +0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.75 | 0.74 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.77 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.72 | 0.73 | -0.01 |
Correlation
The correlation between RFDA and DGRO is 0.85, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
RFDA vs. DGRO - Dividend Comparison
RFDA's dividend yield for the trailing twelve months is around 1.99%, less than DGRO's 2.10% 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% |
DGRO iShares Core Dividend Growth ETF | 2.10% | 2.09% | 2.26% | 2.45% | 2.34% | 1.93% | 2.30% | 2.21% | 2.44% | 2.03% | 2.27% | 2.52% |
Drawdowns
RFDA vs. DGRO - Drawdown Comparison
The maximum RFDA drawdown since its inception was -34.60%, 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.
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Drawdown Indicators
| RFDA | DGRO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.60% | -35.10% | +0.50% |
Max Drawdown (1Y)Largest decline over 1 year | -12.73% | -10.92% | -1.81% |
Max Drawdown (5Y)Largest decline over 5 years | -19.35% | -19.31% | -0.04% |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.10% | — |
Current DrawdownCurrent decline from peak | -3.62% | -4.70% | +1.08% |
Average DrawdownAverage peak-to-trough decline | -3.80% | -3.48% | -0.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.49% | 2.37% | +0.12% |
Volatility
RFDA vs. DGRO - Volatility Comparison
RiverFront Dynamic US Dividend Advantage ETF (RFDA) has a higher volatility of 4.32% compared to iShares Core Dividend Growth ETF (DGRO) at 3.57%. 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.
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Volatility by Period
| RFDA | DGRO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.32% | 3.57% | +0.75% |
Volatility (6M)Calculated over the trailing 6-month period | 8.90% | 7.21% | +1.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.70% | 14.47% | +3.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.73% | 13.84% | +1.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.93% | 16.63% | +0.30% |