RGEF vs. BPH

Last updated Jun 25, 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 Energy Equities fund actively managed by Precidian. Both are actively managed. At a correlation of -0.04, they often move in opposite directions. 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: 0.22%
• 1M: 0.17%
• YTD: 11.94%
• 6M: 11.41%
• 1Y: 26.35%
• 3Y*: —
• 5Y*: —
• 10Y*: —

BPH

• 1D: -3.60%
• 1M: -8.93%
• 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	0.17%
BPH BP p.l.c. ADRhedged ETF	-8.93%

Correlation

The correlation between RGEF and BPH is -0.04, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (All Time) Calculated using the full available price history since May 26, 2026	-0.04

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: 64
RGEF Sharpe Ratio Rank: 63
RGEF Sortino Ratio Rank: 62
RGEF Omega Ratio Rank: 61
RGEF Calmar Ratio Rank: 62
RGEF Martin Ratio Rank: 72

BPH

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.

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.

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.

	RGEF	BPH	Difference
Sharpe ratio: Return per unit of total volatility	1.80	—	—
Sortino ratio: Return per unit of downside risk	2.50	—	—
Omega ratio: Gain probability vs. loss probability	1.32	—	—
Calmar ratio: Return relative to maximum drawdown	2.66	—	—
Martin ratio: Return relative to average drawdown	11.54	—	—

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 -12.01%. 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%	-12.01%	-4.00%
Max Drawdown (1Y) Largest decline over 1 year	-9.95%	—	—
Current Drawdown Current decline from peak	-2.73%	-12.01%	+9.28%
Average Drawdown Average peak-to-trough decline	-1.79%	-3.60%	+1.81%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.29%	—	—

Volatility

Volatility by Period

	RGEF	BPH	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.28%	—	—
Volatility (6M) Calculated over the trailing 6-month period	12.41%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	14.82%	26.17%	-11.35%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.13%	26.17%	-9.04%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.13%	26.17%	-9.04%

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 0.90%, more than BPH's 0.55% yield.

Position	TTM	2025	2024
BPH BP p.l.c. ADRhedged ETF	0.55%	0.00%	0.00%
RGEF Rockefeller Global Equity ETF	0.90%	0.92%	0.29%

Frequently Asked Questions

Can I hold both RGEF and BPH in my portfolio?

RGEF and BPH have a correlation of -0.04, 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 0.90%, compared with 0.55% for BPH.

What is the main difference between RGEF and BPH?

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