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RGEF vs. DRIV
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

RGEF vs. DRIV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Rockefeller Global Equity ETF (RGEF) and Global X Autonomous & Electric Vehicles ETF (DRIV). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, RGEF achieves a 6.35% return, which is significantly lower than DRIV's 15.54% return.


RGEF

1D
0.30%
1M
5.84%
YTD
6.35%
6M
10.35%
1Y
34.99%
3Y*
5Y*
10Y*

DRIV

1D
-0.15%
1M
11.34%
YTD
15.54%
6M
17.04%
1Y
75.53%
3Y*
15.89%
5Y*
5.59%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

RGEF vs. DRIV - Yearly Performance Comparison


2026 (YTD)20252024
RGEF
Rockefeller Global Equity ETF
6.35%25.37%-1.25%
DRIV
Global X Autonomous & Electric Vehicles ETF
15.54%30.42%-1.04%

Correlation

The correlation between RGEF and DRIV is 0.75, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.75

Correlation (All Time)
Calculated using the full available price history since Oct 29, 2024

0.78

The correlation between RGEF and DRIV has been stable across timeframes, ranging from 0.75 to 0.78 — a consistent structural relationship.

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Return for Risk

RGEF vs. DRIV — Risk / Return Rank

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

RGEF
RGEF Risk / Return Rank: 7171
Overall Rank
RGEF Sharpe Ratio Rank: 7272
Sharpe Ratio Rank
RGEF Sortino Ratio Rank: 7373
Sortino Ratio Rank
RGEF Omega Ratio Rank: 7171
Omega Ratio Rank
RGEF Calmar Ratio Rank: 6464
Calmar Ratio Rank
RGEF Martin Ratio Rank: 7777
Martin Ratio Rank

DRIV
DRIV Risk / Return Rank: 8383
Overall Rank
DRIV Sharpe Ratio Rank: 8888
Sharpe Ratio Rank
DRIV Sortino Ratio Rank: 8181
Sortino Ratio Rank
DRIV Omega Ratio Rank: 7777
Omega Ratio Rank
DRIV Calmar Ratio Rank: 8888
Calmar Ratio Rank
DRIV Martin Ratio Rank: 8484
Martin Ratio Rank
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. DRIV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Rockefeller Global Equity ETF (RGEF) and Global X Autonomous & Electric Vehicles ETF (DRIV). 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.


RGEFDRIVDifference

Sharpe ratio

Return per unit of total volatility

2.52

3.13

-0.61

Sortino ratio

Return per unit of downside risk

3.52

3.90

-0.38

Omega ratio

Gain probability vs. loss probability

1.45

1.50

-0.04

Calmar ratio

Return relative to maximum drawdown

3.71

5.73

-2.02

Martin ratio

Return relative to average drawdown

16.59

20.07

-3.48

RGEF vs. DRIV - Sharpe Ratio Comparison

The current RGEF Sharpe Ratio is 2.52, which is comparable to the DRIV Sharpe Ratio of 3.13. The chart below compares the historical Sharpe Ratios of RGEF and DRIV, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


RGEFDRIVDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.52

3.13

-0.61

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.21

Sharpe Ratio (All Time)

Calculated using the full available price history

1.23

0.44

+0.79

Drawdowns

RGEF vs. DRIV - Drawdown Comparison

The maximum RGEF drawdown since its inception was -16.01%, smaller than the maximum DRIV drawdown of -41.93%. Use the drawdown chart below to compare losses from any high point for RGEF and DRIV.


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Drawdown Indicators


RGEFDRIVDifference

Max Drawdown

Largest peak-to-trough decline

-16.01%

-41.93%

+25.92%

Max Drawdown (1Y)

Largest decline over 1 year

-9.95%

-13.43%

+3.48%

Max Drawdown (5Y)

Largest decline over 5 years

-41.93%

Current Drawdown

Current decline from peak

0.00%

-0.15%

+0.15%

Average Drawdown

Average peak-to-trough decline

-1.91%

-15.37%

+13.46%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.22%

3.83%

-1.61%

Volatility

RGEF vs. DRIV - Volatility Comparison

The current volatility for Rockefeller Global Equity ETF (RGEF) is 6.61%, while Global X Autonomous & Electric Vehicles ETF (DRIV) has a volatility of 9.72%. This indicates that RGEF experiences smaller price fluctuations and is considered to be less risky than DRIV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


RGEFDRIVDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.61%

9.72%

-3.11%

Volatility (6M)

Calculated over the trailing 6-month period

10.82%

18.36%

-7.54%

Volatility (1Y)

Calculated over the trailing 1-year period

14.01%

24.36%

-10.35%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.98%

26.82%

-9.84%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.98%

27.35%

-10.37%

RGEF vs. DRIV - Expense Ratio Comparison

RGEF has a 0.55% expense ratio, which is lower than DRIV's 0.68% expense ratio.


Dividends

RGEF vs. DRIV - Dividend Comparison

RGEF's dividend yield for the trailing twelve months is around 0.94%, more than DRIV's 0.93% yield.


TTM20252024202320222021202020192018
RGEF
Rockefeller Global Equity ETF
0.94%0.92%0.29%0.00%0.00%0.00%0.00%0.00%0.00%
DRIV
Global X Autonomous & Electric Vehicles ETF
0.93%1.07%2.07%1.62%1.24%0.32%0.29%1.23%2.79%