RILA vs. BPH

Last updated Jul 12, 2026

RILA (Indexperts Gorilla Aggressive Growth ETF) and BPH (BP p.l.c. ADRhedged ETF) are both exchange-traded funds - RILA is a Large Cap Growth Equities fund actively managed by Indexperts, while BPH is a Energy Equities fund actively managed by Precidian. Both are actively managed. At a correlation of -0.18, they often move in opposite directions. RILA charges 0.50%/yr vs 0.19%/yr for BPH.

Performance

RILA vs. BPH - Performance Comparison

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

Returns By Period

RILA

• 1D: -0.19%
• 1M: 2.06%
• 6M: 2.86%
• YTD: 4.81%
• 1Y: 9.25%
• 3Y*: —
• 5Y*: —
• 10Y*: —

BPH

• 1D: 1.58%
• 1M: -7.80%
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

RILA vs. BPH - Yearly Performance Comparison

	2026 (YTD)
RILA Indexperts Gorilla Aggressive Growth ETF	2.96%
BPH BP p.l.c. ADRhedged ETF	-7.24%

Correlation

The correlation between RILA and BPH is -0.18, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.

	Correlation
Correlation (All Time) Calculated using the full available price history since May 26, 2026	-0.18

Return for Risk

RILA vs. BPH — Risk / Return Rank

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

RILA

RILA Risk / Return Rank: 18
RILA Sharpe Ratio Rank: 19
RILA Sortino Ratio Rank: 18
RILA Omega Ratio Rank: 18
RILA Calmar Ratio Rank: 17
RILA Martin Ratio Rank: 18

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.

RILA vs. BPH - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Indexperts Gorilla Aggressive Growth ETF (RILA) 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.

	RILA	BPH	Difference
Sharpe ratio: Return per unit of total volatility	0.52	—	—
Sortino ratio: Return per unit of downside risk	0.82	—	—
Omega ratio: Gain probability vs. loss probability	1.10	—	—
Calmar ratio: Return relative to maximum drawdown	0.52	—	—
Martin ratio: Return relative to average drawdown	1.52	—	—

Drawdowns

RILA vs. BPH - Drawdown Comparison

The maximum RILA drawdown since its inception was -19.99%, which is greater than BPH's maximum drawdown of -15.58%. Use the drawdown chart below to compare losses from any high point for RILA and BPH.

Drawdown Indicators

	RILA	BPH	Difference
Max Drawdown Largest peak-to-trough decline	-19.99%	-15.58%	-4.41%
Max Drawdown (1Y) Largest decline over 1 year	-16.54%	—	—
Current Drawdown Current decline from peak	-2.08%	-10.37%	+8.29%
Average Drawdown Average peak-to-trough decline	-4.45%	-6.79%	+2.34%
Ulcer Index Depth and duration of drawdowns from previous peaks	5.63%	—	—

Volatility

Volatility by Period

	RILA	BPH	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.09%	—	—
Volatility (6M) Calculated over the trailing 6-month period	12.87%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	16.47%	26.30%	-9.83%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	20.18%	26.30%	-6.12%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	20.18%	26.30%	-6.12%

RILA vs. BPH - Expense Ratio Comparison

RILA has a 0.50% expense ratio, which is higher than BPH's 0.19% expense ratio.

Dividends

RILA vs. BPH - Dividend Comparison

RILA's dividend yield for the trailing twelve months is around 0.11%, less than BPH's 0.54% yield.

Position	TTM	2025
BPH BP p.l.c. ADRhedged ETF	0.54%	0.00%
RILA Indexperts Gorilla Aggressive Growth ETF	0.11%	0.08%

Frequently Asked Questions

Can I hold both RILA and BPH in my portfolio?

RILA and BPH have a correlation of -0.18, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, RILA 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, RILA or BPH?

BPH is cheaper with a 0.19% expense ratio, compared with 0.50% for RILA.

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

BPH has the higher dividend yield at 0.54%, compared with 0.11% for RILA.

What is the main difference between RILA and BPH?

RILA is categorized as Large Cap Growth Equities, while BPH is Energy Equities. They also come from different issuers: Indexperts and Precidian. Their fees differ too: 0.50% for RILA and 0.19% for BPH.