RFDA vs. IAU
Compare and contrast key facts about RiverFront Dynamic US Dividend Advantage ETF (RFDA) and iShares Gold Trust (IAU).
RFDA and IAU 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. IAU is a passively managed fund by iShares that tracks the performance of the Gold Bullion. It was launched on Jan 28, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RFDA or IAU.
Correlation
The correlation between RFDA and IAU is 0.07, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
RFDA vs. IAU - Performance Comparison
Key characteristics
RFDA:
1.50
IAU:
2.92
RFDA:
2.07
IAU:
3.70
RFDA:
1.28
IAU:
1.50
RFDA:
2.29
IAU:
5.48
RFDA:
8.13
IAU:
15.03
RFDA:
2.47%
IAU:
2.97%
RFDA:
13.44%
IAU:
15.27%
RFDA:
-34.61%
IAU:
-45.14%
RFDA:
-3.86%
IAU:
-0.09%
Returns By Period
In the year-to-date period, RFDA achieves a 0.71% return, which is significantly lower than IAU's 11.88% return.
RFDA
0.71%
-1.61%
3.95%
17.96%
12.10%
N/A
IAU
11.88%
6.46%
16.78%
44.62%
12.04%
9.10%
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RFDA vs. IAU - Expense Ratio Comparison
RFDA has a 0.52% expense ratio, which is higher than IAU's 0.25% expense ratio.
Risk-Adjusted Performance
RFDA vs. IAU — Risk-Adjusted Performance Rank
RFDA
IAU
RFDA vs. IAU - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for RiverFront Dynamic US Dividend Advantage ETF (RFDA) and iShares Gold Trust (IAU). 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. IAU - Dividend Comparison
RFDA's dividend yield for the trailing twelve months is around 2.24%, while IAU has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
RFDA RiverFront Dynamic US Dividend Advantage ETF | 2.24% | 2.23% | 2.68% | 3.57% | 1.44% | 1.49% | 1.87% | 2.44% | 1.90% | 0.98% |
IAU iShares Gold Trust | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
RFDA vs. IAU - Drawdown Comparison
The maximum RFDA drawdown since its inception was -34.61%, smaller than the maximum IAU drawdown of -45.14%. Use the drawdown chart below to compare losses from any high point for RFDA and IAU. For additional features, visit the drawdowns tool.
Volatility
RFDA vs. IAU - Volatility Comparison
RiverFront Dynamic US Dividend Advantage ETF (RFDA) and iShares Gold Trust (IAU) have volatilities of 3.83% and 3.72%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.