RGEF vs. BPH

Last updated Jun 4, 2026

RGEF (Rockefeller Global Equity ETF) and BPH (BP p.l.c. ADRhedged ETF) are both exchange-traded funds - RGEF is a Global Equities fund actively managed by Rockefeller, while BPH is a Oil & Gas fund actively managed by Precidian. Both are actively managed. At a 0.43 correlation, their price movements are largely independent. RGEF charges 0.55%/yr vs 0.19%/yr for BPH.

Performance

RGEF vs. BPH - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Rockefeller Global Equity ETF (RGEF) and BP p.l.c. ADRhedged ETF (BPH). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

RGEF

• 1D: -0.42%
• 1M: 5.52%
• YTD: 13.96%
• 6M: 14.81%
• 1Y: 31.08%
• 3Y*: —
• 5Y*: —
• 10Y*: —

BPH

• 1D: 1.20%
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

RGEF vs. BPH - Yearly Performance Comparison

	2026 (YTD)
RGEF Rockefeller Global Equity ETF	0.83%
BPH BP p.l.c. ADRhedged ETF	2.83%

Correlation

The correlation between RGEF and BPH is 0.43, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (All Time) Calculated using the full available price history since May 27, 2026	0.43

Return for Risk

RGEF vs. BPH — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

RGEF

RGEF Risk / Return Rank: 70
RGEF Sharpe Ratio Rank: 70
RGEF Sortino Ratio Rank: 71
RGEF Omega Ratio Rank: 68
RGEF Calmar Ratio Rank: 64
RGEF Martin Ratio Rank: 75

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.

RGEF vs. BPH - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Rockefeller Global Equity ETF (RGEF) and BP p.l.c. ADRhedged ETF (BPH). 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.

	RGEF	BPH	Difference
Sharpe ratio: Return per unit of total volatility	2.27	—	—
Sortino ratio: Return per unit of downside risk	3.17	—	—
Omega ratio: Gain probability vs. loss probability	1.40	—	—
Calmar ratio: Return relative to maximum drawdown	3.14	—	—
Martin ratio: Return relative to average drawdown	14.03	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	RGEF	BPH	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.27	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.45	9.48	-8.03

Drawdowns

RGEF vs. BPH - Drawdown Comparison

The maximum RGEF drawdown since its inception was -16.01%, which is greater than BPH's maximum drawdown of -2.35%. Use the drawdown chart below to compare losses from any high point for RGEF and BPH.

Drawdown Indicators

	RGEF	BPH	Difference
Max Drawdown Largest peak-to-trough decline	-16.01%	-2.35%	-13.66%
Max Drawdown (1Y) Largest decline over 1 year	-9.95%	—	—
Current Drawdown Current decline from peak	-0.42%	0.00%	-0.42%
Average Drawdown Average peak-to-trough decline	-1.79%	-1.08%	-0.71%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.22%	—	—

Volatility

Volatility by Period

	RGEF	BPH	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.22%	—	—
Volatility (6M) Calculated over the trailing 6-month period	11.11%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	13.77%	25.75%	-11.98%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.80%	25.75%	-8.95%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.80%	25.75%	-8.95%

RGEF vs. BPH - Expense Ratio Comparison

RGEF has a 0.55% expense ratio, which is higher than BPH's 0.19% expense ratio.

Dividends

RGEF vs. BPH - Dividend Comparison

RGEF's dividend yield for the trailing twelve months is around 0.88%, while BPH has not paid dividends to shareholders.

Position	TTM	2025	2024
BPH BP p.l.c. ADRhedged ETF	0.00%	0.00%	0.00%
RGEF Rockefeller Global Equity ETF	0.88%	0.92%	0.29%

Frequently Asked Questions

Can I hold both RGEF and BPH in my portfolio?

RGEF and BPH have a correlation of 0.43, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, RGEF or BPH?

On fees, BPH is cheaper at 0.19% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, RGEF or BPH?

BPH is cheaper with a 0.19% expense ratio, compared with 0.55% for RGEF.

Which ETF pays a higher dividend yield, RGEF or BPH?

RGEF has the higher dividend yield at 0.88%, compared with 0.00% for BPH.

What is the main difference between RGEF and BPH?

RGEF is categorized as Global Equities, while BPH is Oil & Gas. They also come from different issuers: Rockefeller and Precidian. Their fees differ too: 0.55% for RGEF and 0.19% for BPH.