PortfoliosLab logoPortfoliosLab logo
RKSG vs. RFDA
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

RKSG vs. RFDA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Ruk Strategic Growth ETF (RKSG) and RiverFront Dynamic US Dividend Advantage ETF (RFDA). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period


RKSG

1D
0.29%
1M
1.06%
6M
YTD
1Y
3Y*
5Y*
10Y*

RFDA

1D
0.02%
1M
0.91%
6M
12.47%
YTD
12.89%
1Y
23.28%
3Y*
17.99%
5Y*
12.87%
10Y*
13.41%
*Multi-year figures are annualized to reflect compound growth (CAGR)

RKSG vs. RFDA - Yearly Performance Comparison


Correlation

The correlation between RKSG and RFDA is 0.52, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (All Time)
Calculated using the full available price history since Apr 7, 2026

0.52

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

RKSG vs. RFDA — Risk / Return Rank

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

RKSG

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


RFDA
RFDA Risk / Return Rank: 8383
Overall Rank
RFDA Sharpe Ratio Rank: 7979
Sharpe Ratio Rank
RFDA Sortino Ratio Rank: 7878
Sortino Ratio Rank
RFDA Omega Ratio Rank: 8080
Omega Ratio Rank
RFDA Calmar Ratio Rank: 9090
Calmar Ratio Rank
RFDA Martin Ratio Rank: 8989
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.

RKSG vs. RFDA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Ruk Strategic Growth ETF (RKSG) and RiverFront Dynamic US Dividend Advantage ETF (RFDA). 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.


RKSGRFDADifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.38

Calmar ratioReturn relative to maximum drawdown

4.29

Martin ratioReturn relative to average drawdown

15.21

RKSG vs. RFDA - Sharpe Ratio Comparison


Loading charts...

Drawdowns

RKSG vs. RFDA - Drawdown Comparison

The maximum RKSG drawdown since its inception was -5.34%, smaller than the maximum RFDA drawdown of -34.60%. Use the drawdown chart below to compare losses from any high point for RKSG and RFDA.


Loading charts...

Drawdown Indicators


RKSGRFDADifference

Max Drawdown

Largest peak-to-trough decline

-5.34%

-34.60%

+29.26%

Max Drawdown (1Y)

Largest decline over 1 year

-5.45%

Max Drawdown (3Y)

Largest decline over 3 years

-19.35%

Max Drawdown (5Y)

Largest decline over 5 years

-19.35%

Max Drawdown (10Y)

Largest decline over 10 years

-34.60%

Current Drawdown

Current decline from peak

-1.17%

-0.66%

-0.51%

Average Drawdown

Average peak-to-trough decline

-1.36%

-3.71%

+2.35%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.53%

Volatility

RKSG vs. RFDA - Volatility Comparison


Loading charts...

Volatility by Period


RKSGRFDADifference

Volatility (1M)

Calculated over the trailing 1-month period

2.32%

Volatility (6M)

Calculated over the trailing 6-month period

8.80%

Volatility (1Y)

Calculated over the trailing 1-year period

11.83%

11.59%

+0.24%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

11.83%

15.74%

-3.91%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

11.83%

16.84%

-5.01%

RKSG vs. RFDA - Expense Ratio Comparison

RKSG has a 0.50% expense ratio, which is lower than RFDA's 0.52% expense ratio.


Dividends

RKSG vs. RFDA - Dividend Comparison

RKSG has not paid dividends to shareholders, while RFDA's dividend yield for the trailing twelve months is around 1.77%.


PositionTTM2025202420232022202120202019201820172016
RFDA
RiverFront Dynamic US Dividend Advantage ETF
1.77%1.89%2.23%2.68%3.57%1.44%1.62%1.87%2.44%1.90%0.98%
RKSG
Ruk Strategic Growth ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


RKSG and RFDA have a correlation of 0.52, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, RKSG is cheaper at 0.50% per year. The better choice depends on whether you care most about return, fees, risk, or income.

RKSG is cheaper with a 0.50% expense ratio, compared with 0.52% for RFDA.

RFDA has the higher dividend yield at 1.77%, compared with 0.00% for RKSG.

They also come from different issuers: Ruk Funds and SS&C. Their fees differ too: 0.50% for RKSG and 0.52% for RFDA.

Portfolio Optimizer

Find the right allocation for RKSG and RFDA

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer