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RFDA vs. DIVB
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between RFDA and DIVB is 0.87, 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.


-0.50.00.51.00.9

Performance

RFDA vs. DIVB - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in RiverFront Dynamic US Dividend Advantage ETF (RFDA) and iShares U.S. Dividend and Buyback ETF (DIVB). The values are adjusted to include any dividend payments, if applicable.

-2.00%0.00%2.00%4.00%6.00%8.00%10.00%SeptemberOctoberNovemberDecember2025February
8.23%
9.88%
RFDA
DIVB

Key characteristics

Sharpe Ratio

RFDA:

1.59

DIVB:

2.20

Sortino Ratio

RFDA:

2.18

DIVB:

3.12

Omega Ratio

RFDA:

1.30

DIVB:

1.39

Calmar Ratio

RFDA:

2.41

DIVB:

3.29

Martin Ratio

RFDA:

8.64

DIVB:

9.75

Ulcer Index

RFDA:

2.45%

DIVB:

2.49%

Daily Std Dev

RFDA:

13.39%

DIVB:

11.07%

Max Drawdown

RFDA:

-34.61%

DIVB:

-36.93%

Current Drawdown

RFDA:

-1.99%

DIVB:

0.00%

Returns By Period

In the year-to-date period, RFDA achieves a 2.67% return, which is significantly lower than DIVB's 6.88% return.


RFDA

YTD

2.67%

1M

1.29%

6M

6.92%

1Y

22.44%

5Y*

12.55%

10Y*

N/A

DIVB

YTD

6.88%

1M

3.71%

6M

9.64%

1Y

24.95%

5Y*

13.12%

10Y*

N/A

*Annualized

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. DIVB - Expense Ratio Comparison

RFDA has a 0.52% expense ratio, which is higher than DIVB's 0.25% expense ratio.


RFDA
RiverFront Dynamic US Dividend Advantage ETF
Expense ratio chart for RFDA: current value at 0.52% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.52%
Expense ratio chart for DIVB: current value at 0.25% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.25%

Risk-Adjusted Performance

RFDA vs. DIVB — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

RFDA
The Risk-Adjusted Performance Rank of RFDA is 6767
Overall Rank
The Sharpe Ratio Rank of RFDA is 6565
Sharpe Ratio Rank
The Sortino Ratio Rank of RFDA is 6363
Sortino Ratio Rank
The Omega Ratio Rank of RFDA is 6767
Omega Ratio Rank
The Calmar Ratio Rank of RFDA is 7171
Calmar Ratio Rank
The Martin Ratio Rank of RFDA is 6969
Martin Ratio Rank

DIVB
The Risk-Adjusted Performance Rank of DIVB is 8383
Overall Rank
The Sharpe Ratio Rank of DIVB is 8787
Sharpe Ratio Rank
The Sortino Ratio Rank of DIVB is 8888
Sortino Ratio Rank
The Omega Ratio Rank of DIVB is 8282
Omega Ratio Rank
The Calmar Ratio Rank of DIVB is 8585
Calmar Ratio Rank
The Martin Ratio Rank of DIVB is 7474
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

RFDA vs. DIVB - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for RiverFront Dynamic US Dividend Advantage ETF (RFDA) and iShares U.S. Dividend and Buyback ETF (DIVB). 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.


Sharpe ratio
The chart of Sharpe ratio for RFDA, currently valued at 1.59, compared to the broader market0.002.004.001.592.20
The chart of Sortino ratio for RFDA, currently valued at 2.18, compared to the broader market-2.000.002.004.006.008.0010.0012.002.183.12
The chart of Omega ratio for RFDA, currently valued at 1.30, compared to the broader market0.501.001.502.002.503.001.301.39
The chart of Calmar ratio for RFDA, currently valued at 2.41, compared to the broader market0.005.0010.0015.0020.002.413.29
The chart of Martin ratio for RFDA, currently valued at 8.64, compared to the broader market0.0020.0040.0060.0080.00100.008.649.75
RFDA
DIVB

The current RFDA Sharpe Ratio is 1.59, which is comparable to the DIVB Sharpe Ratio of 2.20. The chart below compares the historical Sharpe Ratios of RFDA and DIVB, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio1.502.002.503.003.50SeptemberOctoberNovemberDecember2025February
1.59
2.20
RFDA
DIVB

Dividends

RFDA vs. DIVB - Dividend Comparison

RFDA's dividend yield for the trailing twelve months is around 2.31%, less than DIVB's 2.44% yield.


TTM202420232022202120202019201820172016
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%
DIVB
iShares U.S. Dividend and Buyback ETF
2.44%2.61%3.18%2.02%1.63%2.08%2.07%2.51%0.37%0.00%

Drawdowns

RFDA vs. DIVB - Drawdown Comparison

The maximum RFDA drawdown since its inception was -34.61%, smaller than the maximum DIVB drawdown of -36.93%. Use the drawdown chart below to compare losses from any high point for RFDA and DIVB. For additional features, visit the drawdowns tool.


-8.00%-6.00%-4.00%-2.00%0.00%SeptemberOctoberNovemberDecember2025February
-1.99%
0
RFDA
DIVB

Volatility

RFDA vs. DIVB - Volatility Comparison

RiverFront Dynamic US Dividend Advantage ETF (RFDA) has a higher volatility of 3.63% compared to iShares U.S. Dividend and Buyback ETF (DIVB) at 2.62%. This indicates that RFDA's price experiences larger fluctuations and is considered to be riskier than DIVB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%7.00%SeptemberOctoberNovemberDecember2025February
3.63%
2.62%
RFDA
DIVB
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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