RFDA vs. SCHD
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.
Key characteristics
| RFDA | SCHD | |
|---|---|---|
| YTD Return | 5.91% | 3.21% |
| 1Y Return | 23.19% | 15.78% |
| 3Y Return (Ann) | 8.73% | 4.47% |
| 5Y Return (Ann) | 11.21% | 11.41% |
| Sharpe Ratio | 1.77 | 1.29 |
| Daily Std Dev | 12.70% | 11.38% |
| Max Drawdown | -34.61% | -33.37% |
| Current Drawdown | -1.24% | -3.30% |
Correlation
The correlation between RFDA and SCHD is 0.82, 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
In the year-to-date period, RFDA achieves a 5.91% return, which is significantly higher than SCHD's 3.21% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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.
Risk-Adjusted Performance
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.
Dividends
RFDA vs. SCHD - Dividend Comparison
RFDA's dividend yield for the trailing twelve months is around 2.61%, less than SCHD's 3.43% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RFDA RiverFront Dynamic US Dividend Advantage ETF | 2.61% | 2.68% | 3.57% | 1.44% | 1.48% | 1.87% | 2.44% | 1.90% | 0.98% | 0.00% | 0.00% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 3.43% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% | 2.47% |
Drawdowns
RFDA vs. SCHD - Drawdown Comparison
The maximum RFDA drawdown since its inception was -34.61%, 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. For additional features, visit the drawdowns tool.
Volatility
RFDA vs. SCHD - Volatility Comparison
RiverFront Dynamic US Dividend Advantage ETF (RFDA) has a higher volatility of 4.09% compared to Schwab US Dividend Equity ETF (SCHD) at 3.61%. 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.