RFDA vs. FPX
Compare and contrast key facts about RiverFront Dynamic US Dividend Advantage ETF (RFDA) and First Trust US Equity Opportunities ETF (FPX).
RFDA and FPX 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. FPX is a passively managed fund by First Trust that tracks the performance of the IPOX-100 U.S. Index. It was launched on Apr 12, 2006.
Performance
RFDA vs. FPX - Performance Comparison
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RFDA vs. FPX - 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% |
FPX First Trust US Equity Opportunities ETF | -2.88% | 37.62% | 24.75% | 22.26% | -35.11% | 3.69% | 47.89% | 30.37% | -8.35% | 27.03% |
Returns By Period
In the year-to-date period, RFDA achieves a -1.05% return, which is significantly higher than FPX's -2.88% return.
RFDA
- 1D
- 1.86%
- 1M
- -1.50%
- YTD
- -1.05%
- 6M
- 0.65%
- 1Y
- 20.44%
- 3Y*
- 16.13%
- 5Y*
- 11.66%
- 10Y*
- —
FPX
- 1D
- 4.38%
- 1M
- -4.68%
- YTD
- -2.88%
- 6M
- -4.25%
- 1Y
- 42.94%
- 3Y*
- 23.97%
- 5Y*
- 5.98%
- 10Y*
- 12.79%
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RFDA vs. FPX - Expense Ratio Comparison
RFDA has a 0.52% expense ratio, which is lower than FPX's 0.57% expense ratio.
Return for Risk
RFDA vs. FPX — Risk / Return Rank
RFDA
FPX
RFDA vs. FPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for RiverFront Dynamic US Dividend Advantage ETF (RFDA) and First Trust US Equity Opportunities ETF (FPX). 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 | FPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.16 | 1.47 | -0.31 |
Sortino ratioReturn per unit of downside risk | 1.70 | 2.04 | -0.33 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.28 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.66 | 2.99 | -1.33 |
Martin ratioReturn relative to average drawdown | 8.46 | 10.16 | -1.70 |
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 | FPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.16 | 1.47 | -0.31 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.75 | 0.23 | +0.52 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.53 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.72 | 0.52 | +0.20 |
Correlation
The correlation between RFDA and FPX is 0.74, 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. FPX - Dividend Comparison
RFDA's dividend yield for the trailing twelve months is around 1.99%, more than FPX's 0.59% 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% |
FPX First Trust US Equity Opportunities ETF | 0.59% | 0.53% | 0.09% | 0.27% | 1.08% | 0.14% | 0.28% | 0.67% | 0.88% | 0.68% | 0.77% | 0.62% |
Drawdowns
RFDA vs. FPX - Drawdown Comparison
The maximum RFDA drawdown since its inception was -34.60%, smaller than the maximum FPX drawdown of -56.29%. Use the drawdown chart below to compare losses from any high point for RFDA and FPX.
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Drawdown Indicators
| RFDA | FPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.60% | -56.29% | +21.69% |
Max Drawdown (1Y)Largest decline over 1 year | -12.73% | -14.19% | +1.46% |
Max Drawdown (5Y)Largest decline over 5 years | -19.35% | -43.14% | +23.79% |
Max Drawdown (10Y)Largest decline over 10 years | — | -43.14% | — |
Current DrawdownCurrent decline from peak | -3.62% | -8.22% | +4.60% |
Average DrawdownAverage peak-to-trough decline | -3.80% | -11.43% | +7.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.49% | 4.18% | -1.69% |
Volatility
RFDA vs. FPX - Volatility Comparison
The current volatility for RiverFront Dynamic US Dividend Advantage ETF (RFDA) is 4.32%, while First Trust US Equity Opportunities ETF (FPX) has a volatility of 9.13%. This indicates that RFDA experiences smaller price fluctuations and is considered to be less risky than FPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RFDA | FPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.32% | 9.13% | -4.81% |
Volatility (6M)Calculated over the trailing 6-month period | 8.90% | 18.62% | -9.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.70% | 29.34% | -11.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.73% | 26.54% | -10.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.93% | 24.17% | -7.24% |