RKSG vs. RFDA
RKSG (Ruk Strategic Growth ETF) and RFDA (RiverFront Dynamic US Dividend Advantage ETF) are both Large Cap Growth Equities funds. RKSG is passively managed, while RFDA is actively managed. A 0.52 correlation means they provide meaningful diversification when combined. RKSG charges 0.50%/yr vs 0.52%/yr for RFDA.
Performance
RKSG vs. RFDA - Performance Comparison
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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%
RKSG vs. RFDA - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
RKSG Ruk Strategic Growth ETF | 11.35% |
RFDA RiverFront Dynamic US Dividend Advantage ETF | 12.44% |
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 |
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Return for Risk
RKSG vs. RFDA — Risk / Return Rank
RKSG
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
RFDA
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.
| RKSG | RFDA | Difference | |
|---|---|---|---|
| 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 | — |
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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.
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Drawdown Indicators
| RKSG | RFDA | Difference | |
|---|---|---|---|
Max DrawdownLargest 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 DrawdownCurrent decline from peak | -1.17% | -0.66% | -0.51% |
Average DrawdownAverage peak-to-trough decline | -1.36% | -3.71% | +2.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.53% | — |
Volatility
RKSG vs. RFDA - Volatility Comparison
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Volatility by Period
| RKSG | RFDA | Difference | |
|---|---|---|---|
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%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
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.
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