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RFDA vs. SCHD
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

RFDA vs. SCHD

Last updated May 12, 2025

Compare and contrast key facts about RiverFront Dynamic US Dividend Advantage ETF (RFDA) and Schwab US Dividend Equity ETF (SCHD).

RFDA and SCHD 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. SCHD is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Dividend 100 Index. It was launched on Oct 20, 2011.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RFDA or SCHD.

Correlation

The correlation between RFDA and SCHD is 0.80, 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.

Performance

RFDA vs. SCHD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in RiverFront Dynamic US Dividend Advantage ETF (RFDA) and Schwab US Dividend Equity ETF (SCHD). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

RFDA:

6.84%

SCHD:

10.77%

Max Drawdown

RFDA:

-0.49%

SCHD:

-0.97%

Current Drawdown

RFDA:

0.00%

SCHD:

-0.27%

Returns By Period

RFDA

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

SCHD

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

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RFDA vs. SCHD - Expense Ratio Comparison

RFDA has a 0.52% expense ratio, which is higher than SCHD's 0.06% expense ratio.

RFDA
RiverFront Dynamic US Dividend Advantage ETF
SCHD
Schwab US Dividend Equity ETF

Risk-Adjusted Performance

RFDA vs. SCHD — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
RFDA
The Risk-Adjusted Performance Rank of RFDA is 4848
Overall Rank
The Sharpe Ratio Rank of RFDA is 4343
Sharpe Ratio Rank
The Sortino Ratio Rank of RFDA is 4747
Sortino Ratio Rank
The Omega Ratio Rank of RFDA is 4949
Omega Ratio Rank
The Calmar Ratio Rank of RFDA is 5151
Calmar Ratio Rank
The Martin Ratio Rank of RFDA is 4949
Martin Ratio Rank
SCHD
The Risk-Adjusted Performance Rank of SCHD is 2828
Overall Rank
The Sharpe Ratio Rank of SCHD is 2323
Sharpe Ratio Rank
The Sortino Ratio Rank of SCHD is 2727
Sortino Ratio Rank
The Omega Ratio Rank of SCHD is 2727
Omega Ratio Rank
The Calmar Ratio Rank of SCHD is 3131
Calmar Ratio Rank
The Martin Ratio Rank of SCHD is 2929
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

RFDA vs. SCHD - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for RiverFront Dynamic US Dividend Advantage ETF (RFDA) and Schwab US Dividend Equity ETF (SCHD). 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.

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Dividends

RFDA vs. SCHD - Dividend Comparison

RFDA's dividend yield for the trailing twelve months is around 2.48%, less than SCHD's 4.04% yield.

TTM20242023202220212020201920182017201620152014
RFDA
RiverFront Dynamic US Dividend Advantage ETF		2.48%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
SCHD
Schwab US Dividend Equity ETF		4.04%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

RFDA vs. SCHD - Drawdown Comparison

The maximum RFDA drawdown since its inception was -0.49%, smaller than the maximum SCHD drawdown of -0.97%. Use the drawdown chart below to compare losses from any high point for RFDA and SCHD. For additional features, visit the drawdowns tool.

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Volatility

RFDA vs. SCHD - Volatility Comparison

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