RJDI vs. EFAS

Last updated Jul 17, 2026

RJDI (RJ Eagle GCM Dividend Select Income ETF) and EFAS (Global X MSCI SuperDividend® EAFE ETF) are both Dividend funds. RJDI is actively managed, while EFAS is passively managed. At a 0.42 correlation, their price movements are largely independent. RJDI charges 0.63%/yr vs 0.55%/yr for EFAS.

Performance

RJDI vs. EFAS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in RJ Eagle GCM Dividend Select Income ETF (RJDI) and Global X MSCI SuperDividend® EAFE ETF (EFAS). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

The year-to-date returns for both investments are quite close, with RJDI having a 15.81% return and EFAS slightly higher at 16.36%.

RJDI

• 1D: 0.24%
• 1M: 1.58%
• 6M: 12.87%
• YTD: 15.81%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

EFAS

• 1D: -0.14%
• 1M: 0.83%
• 6M: 15.00%
• YTD: 16.36%
• 1Y: 28.83%
• 3Y*: 23.84%
• 5Y*: 13.62%
• 10Y*: —

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

RJDI vs. EFAS - Yearly Performance Comparison

	2026 (YTD)	2025
RJDI RJ Eagle GCM Dividend Select Income ETF	15.81%	1.23%
EFAS Global X MSCI SuperDividend® EAFE ETF	16.36%	4.44%

Correlation

The correlation between RJDI and EFAS is 0.42, 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 Oct 2, 2025	0.42

RJDI vs. EFAS - Sectors Allocation Comparison

Sectors	RJDI	EFAS
Technology	27.3%	0.1%
Healthcare	10.9%	0.1%
Financial Services	10.1%	31.0%
Industrials	7.9%	10.4%
Consumer Cyclical	7.8%	1.9%
Real Estate	7.1%	11.4%
Consumer Defensive	6.9%	8.1%
Basic Materials	6.1%	1.7%
Energy	5.7%	13.1%
Utilities	3.6%	13.7%
Communication Services	3.2%	8.6%

Return for Risk

RJDI vs. EFAS — Risk / Return Rank

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

RJDI

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

EFAS

EFAS Risk / Return Rank: 91
EFAS Sharpe Ratio Rank: 93
EFAS Sortino Ratio Rank: 93
EFAS Omega Ratio Rank: 91
EFAS Calmar Ratio Rank: 94
EFAS Martin Ratio Rank: 84

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.

RJDI vs. EFAS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for RJ Eagle GCM Dividend Select Income ETF (RJDI) and Global X MSCI SuperDividend® EAFE ETF (EFAS). 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.

	RJDI	EFAS	Difference
Sharpe ratio: Return per unit of total volatility	—	2.66	—
Sortino ratio: Return per unit of downside risk	—	3.74	—
Omega ratio: Gain probability vs. loss probability	—	1.47	—
Calmar ratio: Return relative to maximum drawdown	—	5.46	—
Martin ratio: Return relative to average drawdown	—	13.35	—

Drawdowns

RJDI vs. EFAS - Drawdown Comparison

The maximum RJDI drawdown since its inception was -7.05%, smaller than the maximum EFAS drawdown of -44.38%. Use the drawdown chart below to compare losses from any high point for RJDI and EFAS.

Drawdown Indicators

	RJDI	EFAS	Difference
Max Drawdown Largest peak-to-trough decline	-7.05%	-44.38%	+37.33%
Max Drawdown (1Y) Largest decline over 1 year	—	-5.30%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-11.84%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-28.81%	—
Current Drawdown Current decline from peak	-0.72%	-0.14%	-0.58%
Average Drawdown Average peak-to-trough decline	-1.42%	-7.02%	+5.60%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.16%	—

Volatility

Volatility by Period

	RJDI	EFAS	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	2.78%	—
Volatility (6M) Calculated over the trailing 6-month period	—	8.72%	—
Volatility (1Y) Calculated over the trailing 1-year period	12.47%	10.91%	+1.56%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	12.47%	15.57%	-3.10%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	12.47%	18.26%	-5.79%

RJDI vs. EFAS - Expense Ratio Comparison

RJDI has a 0.63% expense ratio, which is higher than EFAS's 0.55% expense ratio.

Dividends

RJDI vs. EFAS - Dividend Comparison

RJDI's dividend yield for the trailing twelve months is around 0.78%, less than EFAS's 4.69% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016
EFAS Global X MSCI SuperDividend® EAFE ETF	4.69%	4.83%	6.76%	6.33%	7.28%	5.19%	4.34%	5.75%	6.63%	6.15%	0.21%
RJDI RJ Eagle GCM Dividend Select Income ETF	0.78%	0.23%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both RJDI and EFAS in my portfolio?

RJDI and EFAS have a correlation of 0.42, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, RJDI or EFAS?

On fees, EFAS is cheaper at 0.55% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, RJDI or EFAS?

EFAS is cheaper with a 0.55% expense ratio, compared with 0.63% for RJDI.

Which ETF pays a higher dividend yield, RJDI or EFAS?

EFAS has the higher dividend yield at 4.69%, compared with 0.78% for RJDI.

What is the main difference between RJDI and EFAS?

They also come from different issuers: Carillon Tower Advisers and Global X. Their fees differ too: 0.63% for RJDI and 0.55% for EFAS.