RFDA vs. IBID
RFDA (RiverFront Dynamic US Dividend Advantage ETF) and IBID (iShares iBonds Oct 2027 Term TIPS ETF) are both exchange-traded funds - RFDA is a Large Cap Growth Equities fund actively managed by SS&C, while IBID is a Inflation-Protected Bonds fund tracking the ICE 2027 Maturity US Inflation-Linked Treasury Index. RFDA is actively managed, while IBID is passively managed. Over the past year, RFDA returned 26.59% vs 3.92% for IBID. At a 0.02 correlation, their price movements are largely independent. RFDA charges 0.52%/yr vs 0.10%/yr for IBID.
Performance
RFDA vs. IBID - Performance Comparison
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Returns By Period
In the year-to-date period, RFDA achieves a 10.77% return, which is significantly higher than IBID's 1.94% return.
RFDA
- 1D
- 0.22%
- 1M
- 0.36%
- YTD
- 10.77%
- 6M
- 9.90%
- 1Y
- 26.59%
- 3Y*
- 18.80%
- 5Y*
- 12.89%
- 10Y*
- 13.39%
IBID
- 1D
- -0.05%
- 1M
- -0.25%
- YTD
- 1.94%
- 6M
- 2.03%
- 1Y
- 3.92%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
RFDA vs. IBID - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
RFDA RiverFront Dynamic US Dividend Advantage ETF | 10.77% | 16.42% | 20.12% | 5.33% |
IBID iShares iBonds Oct 2027 Term TIPS ETF | 1.94% | 5.66% | 4.71% | 2.61% |
Correlation
The correlation between RFDA and IBID is -0.13, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.13 |
Correlation (All Time) Calculated using the full available price history since Sep 15, 2023 | 0.02 |
The correlation between RFDA and IBID shifts across timeframes, from -0.13 (1 year) to 0.02 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
RFDA vs. IBID — Risk / Return Rank
RFDA
IBID
RFDA vs. IBID - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for RiverFront Dynamic US Dividend Advantage ETF (RFDA) and iShares iBonds Oct 2027 Term TIPS ETF (IBID). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| RFDA | IBID | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.91 | ||
| Sortino ratioReturn per unit of downside risk | -2.24 | ||
| Omega ratioGain probability vs. loss probability | 1.42 | 1.72 | -0.30 |
| Calmar ratioReturn relative to maximum drawdown | 4.90 | 7.20 | -2.30 |
| Martin ratioReturn relative to average drawdown | 17.52 | 29.14 | -11.62 |
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Drawdowns
RFDA vs. IBID - Drawdown Comparison
The maximum RFDA drawdown since its inception was -34.60%, which is greater than IBID's maximum drawdown of -1.28%. Use the drawdown chart below to compare losses from any high point for RFDA and IBID.
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Drawdown Indicators
| RFDA | IBID | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.60% | -1.28% | -33.32% |
Max Drawdown (1Y)Largest decline over 1 year | -5.45% | -0.55% | -4.90% |
Max Drawdown (3Y)Largest decline over 3 years | -19.35% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -19.35% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -34.60% | — | — |
Current DrawdownCurrent decline from peak | -1.67% | -0.55% | -1.12% |
Average DrawdownAverage peak-to-trough decline | -3.73% | -0.22% | -3.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.52% | 0.13% | +1.39% |
Volatility
RFDA vs. IBID - Volatility Comparison
RiverFront Dynamic US Dividend Advantage ETF (RFDA) has a higher volatility of 3.29% compared to iShares iBonds Oct 2027 Term TIPS ETF (IBID) at 0.35%. This indicates that RFDA's price experiences larger fluctuations and is considered to be riskier than IBID based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RFDA | IBID | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.29% | 0.35% | +2.94% |
Volatility (6M)Calculated over the trailing 6-month period | 8.77% | 0.86% | +7.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.72% | 1.23% | +10.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.75% | 2.24% | +13.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.87% | 2.24% | +14.63% |
RFDA vs. IBID - Expense Ratio Comparison
RFDA has a 0.52% expense ratio, which is higher than IBID's 0.10% expense ratio.
Dividends
RFDA vs. IBID - Dividend Comparison
RFDA's dividend yield for the trailing twelve months is around 1.80%, less than IBID's 3.68% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
IBID iShares iBonds Oct 2027 Term TIPS ETF | 3.68% | 4.43% | 4.24% | 0.81% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
RFDA RiverFront Dynamic US Dividend Advantage ETF | 1.80% | 1.89% | 2.23% | 2.68% | 3.57% | 1.44% | 1.62% | 1.87% | 2.44% | 1.90% | 0.98% |
Frequently Asked Questions
RFDA and IBID have a correlation of -0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RFDA has higher volatility (3.29%) compared to IBID (0.35%). In terms of maximum drawdown, RFDA dropped -34.60% vs IBID's -1.28%.
On 1-year performance, RFDA leads with 26.59% vs 3.92% for IBID. On fees, IBID is cheaper at 0.10% per year. On volatility, IBID has been the lower-risk option at 0.35%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, RFDA has performed better with a 26.59% return vs 3.92%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
IBID is cheaper with a 0.10% expense ratio, compared with 0.52% for RFDA.
IBID has the higher dividend yield at 3.68%, compared with 1.80% for RFDA.
RFDA is categorized as Large Cap Growth Equities, while IBID is Inflation-Protected Bonds. They also come from different issuers: SS&C and iShares. Their fees differ too: 0.52% for RFDA and 0.10% for IBID.
IBID currently has the higher Sharpe Ratio (3.19 vs 2.28), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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