RFDA vs. EMB
Compare and contrast key facts about RiverFront Dynamic US Dividend Advantage ETF (RFDA) and iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB).
RFDA and EMB 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. EMB is a passively managed fund by iShares that tracks the performance of the JPMorgan EMBI Global Core Index. It was launched on Dec 17, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RFDA or EMB.
Correlation
The correlation between RFDA and EMB is 0.44, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
RFDA vs. EMB - Performance Comparison
Key characteristics
RFDA:
1.59
EMB:
1.33
RFDA:
2.18
EMB:
1.89
RFDA:
1.30
EMB:
1.23
RFDA:
2.41
EMB:
0.65
RFDA:
8.64
EMB:
6.09
RFDA:
2.45%
EMB:
1.49%
RFDA:
13.39%
EMB:
6.77%
RFDA:
-34.61%
EMB:
-34.70%
RFDA:
-1.99%
EMB:
-5.45%
Returns By Period
In the year-to-date period, RFDA achieves a 2.67% return, which is significantly higher than EMB's 2.27% return.
RFDA
2.67%
1.29%
6.92%
22.44%
12.55%
N/A
EMB
2.27%
1.35%
1.12%
9.81%
-0.47%
2.71%
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RFDA vs. EMB - Expense Ratio Comparison
RFDA has a 0.52% expense ratio, which is higher than EMB's 0.39% expense ratio.
Risk-Adjusted Performance
RFDA vs. EMB — Risk-Adjusted Performance Rank
RFDA
EMB
RFDA vs. EMB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for RiverFront Dynamic US Dividend Advantage ETF (RFDA) and iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB). 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. EMB - Dividend Comparison
RFDA's dividend yield for the trailing twelve months is around 2.31%, less than EMB's 5.45% 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% |
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | 5.45% | 5.46% | 4.74% | 5.04% | 3.90% | 3.88% | 4.51% | 5.64% | 4.54% | 4.83% | 4.84% | 4.56% |
Drawdowns
RFDA vs. EMB - Drawdown Comparison
The maximum RFDA drawdown since its inception was -34.61%, roughly equal to the maximum EMB drawdown of -34.70%. Use the drawdown chart below to compare losses from any high point for RFDA and EMB. For additional features, visit the drawdowns tool.
Volatility
RFDA vs. EMB - Volatility Comparison
RiverFront Dynamic US Dividend Advantage ETF (RFDA) has a higher volatility of 3.63% compared to iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) at 1.69%. This indicates that RFDA's price experiences larger fluctuations and is considered to be riskier than EMB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.