RFDA vs. IQM
Compare and contrast key facts about RiverFront Dynamic US Dividend Advantage ETF (RFDA) and Franklin Intelligent Machines ETF (IQM).
RFDA and IQM 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. IQM is an actively managed fund by Franklin Templeton. It was launched on Feb 25, 2020.
Performance
RFDA vs. IQM - Performance Comparison
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RFDA vs. IQM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
RFDA RiverFront Dynamic US Dividend Advantage ETF | -1.05% | 16.42% | 20.12% | 16.98% | -8.58% | 25.94% | 21.44% |
IQM Franklin Intelligent Machines ETF | 1.18% | 30.76% | 31.03% | 41.06% | -33.36% | 25.18% | 78.48% |
Returns By Period
In the year-to-date period, RFDA achieves a -1.05% return, which is significantly lower than IQM's 1.18% return.
RFDA
- 1D
- 1.86%
- 1M
- -1.50%
- YTD
- -1.05%
- 6M
- 0.65%
- 1Y
- 20.44%
- 3Y*
- 16.13%
- 5Y*
- 11.66%
- 10Y*
- —
IQM
- 1D
- 6.12%
- 1M
- -5.61%
- YTD
- 1.18%
- 6M
- 1.33%
- 1Y
- 55.72%
- 3Y*
- 26.13%
- 5Y*
- 14.95%
- 10Y*
- —
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RFDA vs. IQM - Expense Ratio Comparison
RFDA has a 0.52% expense ratio, which is higher than IQM's 0.50% expense ratio.
Return for Risk
RFDA vs. IQM — Risk / Return Rank
RFDA
IQM
RFDA vs. IQM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for RiverFront Dynamic US Dividend Advantage ETF (RFDA) and Franklin Intelligent Machines ETF (IQM). 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 | IQM | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.16 | 1.68 | -0.52 |
Sortino ratioReturn per unit of downside risk | 1.70 | 2.29 | -0.58 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.32 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.66 | 3.72 | -2.06 |
Martin ratioReturn relative to average drawdown | 8.46 | 11.65 | -3.18 |
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 | IQM | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.16 | 1.68 | -0.52 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.75 | 0.52 | +0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.72 | 0.77 | -0.05 |
Correlation
The correlation between RFDA and IQM is 0.75, 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. IQM - Dividend Comparison
RFDA's dividend yield for the trailing twelve months is around 1.99%, while IQM has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
IQM Franklin Intelligent Machines ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.17% | 0.01% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
RFDA vs. IQM - Drawdown Comparison
The maximum RFDA drawdown since its inception was -34.60%, smaller than the maximum IQM drawdown of -44.91%. Use the drawdown chart below to compare losses from any high point for RFDA and IQM.
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Drawdown Indicators
| RFDA | IQM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.60% | -44.91% | +10.31% |
Max Drawdown (1Y)Largest decline over 1 year | -12.73% | -14.71% | +1.98% |
Max Drawdown (5Y)Largest decline over 5 years | -19.35% | -44.91% | +25.56% |
Current DrawdownCurrent decline from peak | -3.62% | -8.68% | +5.06% |
Average DrawdownAverage peak-to-trough decline | -3.80% | -12.55% | +8.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.49% | 4.70% | -2.21% |
Volatility
RFDA vs. IQM - Volatility Comparison
The current volatility for RiverFront Dynamic US Dividend Advantage ETF (RFDA) is 4.32%, while Franklin Intelligent Machines ETF (IQM) has a volatility of 12.90%. This indicates that RFDA experiences smaller price fluctuations and is considered to be less risky than IQM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RFDA | IQM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.32% | 12.90% | -8.58% |
Volatility (6M)Calculated over the trailing 6-month period | 8.90% | 23.48% | -14.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.70% | 33.37% | -15.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.73% | 28.67% | -12.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.93% | 30.73% | -13.80% |