PortfoliosLab logoPortfoliosLab logo

Documentation

Upgrade your plan
RFFC vs. TEXN
Performance
Return for Risk
Drawdowns
Volatility
Dividends

RFFC vs. TEXN

Last updated Jun 24, 2026

RFFC (ALPS Active Equity Opportunity ETF) and TEXN (iShares Texas Equity ETF) are both Large Cap Blend Equities funds. RFFC is actively managed, while TEXN is passively managed. Over the past year, RFFC returned 27.11% vs 30.05% for TEXN. A 0.55 correlation means they provide meaningful diversification when combined. RFFC charges 0.48%/yr vs 0.20%/yr for TEXN.

Performance

RFFC vs. TEXN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ALPS Active Equity Opportunity ETF (RFFC) and iShares Texas Equity ETF (TEXN). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, RFFC achieves a 10.13% return, which is significantly lower than TEXN's 20.05% return.

RFFC

1D
-0.84%
1M
0.61%
YTD
10.13%
6M
9.43%
1Y
27.11%
3Y*
20.79%
5Y*
11.91%
10Y*
12.66%

TEXN

1D
-1.33%
1M
-2.29%
YTD
20.05%
6M
18.60%
1Y
30.05%
3Y*
—
5Y*
—
10Y*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

RFFC vs. TEXN - Yearly Performance Comparison

2026 (YTD)2025
RFFC
ALPS Active Equity Opportunity ETF		10.13%15.43%
TEXN
iShares Texas Equity ETF		20.05%8.33%

Correlation

The correlation between RFFC and TEXN is 0.55, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

Correlation
Correlation (All Time)
Calculated using the full available price history since Jun 24, 2025

0.55

RFFC vs. TEXN - Sectors Allocation Comparison

Sectors
RFFC
TEXN

Technology

33.0%
20.6%

Industrials

12.2%
16.3%

Healthcare

11.7%
2.7%

Financial Services

10.9%
3.9%

Consumer Cyclical

9.3%
11.6%

Communication Services

8.7%
3.3%

Energy

4.8%
32.3%

Consumer Defensive

2.7%
2.1%

Utilities

2.4%
2.7%

Basic Materials

2.3%
0.7%

Real Estate

2.0%
3.9%

Technology

RFFC
33.0%
TEXN
20.6%

Industrials

RFFC
12.2%
TEXN
16.3%

Healthcare

RFFC
11.7%
TEXN
2.7%

Financial Services

RFFC
10.9%
TEXN
3.9%

Consumer Cyclical

RFFC
9.3%
TEXN
11.6%

Communication Services

RFFC
8.7%
TEXN
3.3%

Energy

RFFC
4.8%
TEXN
32.3%

Consumer Defensive

RFFC
2.7%
TEXN
2.1%

Utilities

RFFC
2.4%
TEXN
2.7%

Basic Materials

RFFC
2.3%
TEXN
0.7%

Real Estate

RFFC
2.0%
TEXN
3.9%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

ALPS Active Equity Opportunity ETF

iShares Texas Equity ETF

Often compared with RFFC:
RFFC vs. BSJORFFC vs. SCHGRFFC vs. LVHIRFFC vs. ONEQRFFC vs. VYMIRFFC vs. ACESRFFC vs. VOO
Often compared with TEXN:
TEXN vs. KATTEXN vs. XOEXTEXN vs. FTAGTEXN vs. QQQTEXN vs. BTRTEXN vs. VTITEXN vs. XMAG

Return for Risk

RFFC vs. TEXN — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
RFFC
RFFC Risk / Return Rank: 7272
Overall Rank
RFFC Sharpe Ratio Rank: 7575
Sharpe Ratio Rank
RFFC Sortino Ratio Rank: 7575
Sortino Ratio Rank
RFFC Omega Ratio Rank: 7272
Omega Ratio Rank
RFFC Calmar Ratio Rank: 6464
Calmar Ratio Rank
RFFC Martin Ratio Rank: 7676
Martin Ratio Rank
TEXN

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

RFFC vs. TEXN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ALPS Active Equity Opportunity ETF (RFFC) and iShares Texas Equity ETF (TEXN). 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.

RFFCTEXNDifference
Sharpe ratioReturn per unit of total volatility
2.19

—

—

Sortino ratioReturn per unit of downside risk
3.06

—

—

Omega ratioGain probability vs. loss probability

1.39

—

—

Calmar ratioReturn relative to maximum drawdown

2.94

—

—

Martin ratioReturn relative to average drawdown

13.37

—

—

RFFC vs. TEXN - Sharpe Ratio Comparison

Loading charts...

Drawdowns

RFFC vs. TEXN - Drawdown Comparison

The maximum RFFC drawdown since its inception was -36.26%, which is greater than TEXN's maximum drawdown of -6.34%. Use the drawdown chart below to compare losses from any high point for RFFC and TEXN.

Loading charts...

Drawdown Indicators

RFFCTEXNDifference

Max Drawdown

Largest peak-to-trough decline

-36.26%

-6.34%

-29.92%

Max Drawdown (1Y)

Largest decline over 1 year

-9.25%

-6.34%

-2.91%

Max Drawdown (3Y)

Largest decline over 3 years

-18.45%

—

—

Max Drawdown (5Y)

Largest decline over 5 years

-22.29%

—

—

Max Drawdown (10Y)

Largest decline over 10 years

-36.26%

—

—

Current Drawdown

Current decline from peak

-1.55%

-4.90%

+3.35%

Average Drawdown

Average peak-to-trough decline

-5.00%

-1.24%

-3.76%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.03%

—

—

Volatility

RFFC vs. TEXN - Volatility Comparison

Loading charts...

Volatility by Period

RFFCTEXNDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.25%

—

—

Volatility (6M)

Calculated over the trailing 6-month period

9.88%

—

—

Volatility (1Y)

Calculated over the trailing 1-year period

12.45%

14.50%

-2.05%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.33%

14.50%

+1.83%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.01%

14.50%

+3.51%

RFFC vs. TEXN - Expense Ratio Comparison

RFFC has a 0.48% expense ratio, which is higher than TEXN's 0.20% expense ratio.

Dividends

RFFC vs. TEXN - Dividend Comparison

RFFC's dividend yield for the trailing twelve months is around 0.64%, less than TEXN's 1.40% yield.

PositionTTM2025202420232022202120202019201820172016
RFFC
ALPS Active Equity Opportunity ETF		0.64%0.78%1.05%1.35%1.41%0.71%1.79%1.34%1.36%0.93%0.66%
TEXN
iShares Texas Equity ETF		1.40%0.86%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions

RFFC and TEXN have a correlation of 0.55, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On 1-year performance, TEXN leads with 30.05% vs 27.11% for RFFC. On fees, TEXN is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, TEXN has performed better with a 30.05% return vs 27.11%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

TEXN is cheaper with a 0.20% expense ratio, compared with 0.48% for RFFC.

TEXN has the higher dividend yield at 1.40%, compared with 0.64% for RFFC.

They also come from different issuers: SS&C and iShares. Their fees differ too: 0.48% for RFFC and 0.20% for TEXN.

Portfolio Optimizer

Find the right allocation for RFFC and TEXN

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer