RFDA vs. SCHD
Compare and contrast key facts about RiverFront Dynamic US Dividend Advantage ETF (RFDA) and Schwab U.S. 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.
Performance
RFDA vs. SCHD - Performance Comparison
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RFDA vs. SCHD - 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% |
SCHD Schwab U.S. Dividend Equity ETF | 12.79% | 4.34% | 11.66% | 4.54% | -3.26% | 29.87% | 15.03% | 27.29% | -5.56% | 20.85% |
Returns By Period
In the year-to-date period, RFDA achieves a -1.05% return, which is significantly lower than SCHD's 12.79% return.
RFDA
- 1D
- 1.86%
- 1M
- -1.50%
- YTD
- -1.05%
- 6M
- 0.65%
- 1Y
- 20.44%
- 3Y*
- 16.13%
- 5Y*
- 11.66%
- 10Y*
- —
SCHD
- 1D
- 0.66%
- 1M
- -2.61%
- YTD
- 12.79%
- 6M
- 14.49%
- 1Y
- 13.97%
- 3Y*
- 12.05%
- 5Y*
- 8.44%
- 10Y*
- 12.31%
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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.
Return for Risk
RFDA vs. SCHD — Risk / Return Rank
RFDA
SCHD
RFDA vs. SCHD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for RiverFront Dynamic US Dividend Advantage ETF (RFDA) and Schwab U.S. 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.
| RFDA | SCHD | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.16 | 0.89 | +0.27 |
Sortino ratioReturn per unit of downside risk | 1.70 | 1.35 | +0.36 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.19 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.66 | 1.19 | +0.46 |
Martin ratioReturn relative to average drawdown | 8.46 | 3.99 | +4.47 |
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 | SCHD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.16 | 0.89 | +0.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.75 | 0.59 | +0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.74 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.72 | 0.84 | -0.12 |
Correlation
The correlation between RFDA and SCHD is 0.77, 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. SCHD - Dividend Comparison
RFDA's dividend yield for the trailing twelve months is around 1.99%, less than SCHD's 3.44% 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% |
SCHD Schwab U.S. Dividend Equity ETF | 3.44% | 3.82% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% |
Drawdowns
RFDA vs. SCHD - Drawdown Comparison
The maximum RFDA drawdown since its inception was -34.60%, roughly equal to the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for RFDA and SCHD.
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Drawdown Indicators
| RFDA | SCHD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.60% | -33.37% | -1.23% |
Max Drawdown (1Y)Largest decline over 1 year | -12.73% | -12.74% | +0.01% |
Max Drawdown (5Y)Largest decline over 5 years | -19.35% | -16.85% | -2.50% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.37% | — |
Current DrawdownCurrent decline from peak | -3.62% | -2.89% | -0.73% |
Average DrawdownAverage peak-to-trough decline | -3.80% | -3.34% | -0.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.49% | 3.89% | -1.40% |
Volatility
RFDA vs. SCHD - Volatility Comparison
RiverFront Dynamic US Dividend Advantage ETF (RFDA) has a higher volatility of 4.32% compared to Schwab U.S. Dividend Equity ETF (SCHD) at 2.40%. This indicates that RFDA's price experiences larger fluctuations and is considered to be riskier than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RFDA | SCHD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.32% | 2.40% | +1.92% |
Volatility (6M)Calculated over the trailing 6-month period | 8.90% | 7.96% | +0.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.70% | 15.74% | +1.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.73% | 14.40% | +1.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.93% | 16.70% | +0.23% |