RPF.TO vs. BEPR.TO
RPF.TO (RBC Canadian Preferred Share ETF) and BEPR.TO (Brompton Flaherty & Crumrine Enhanced Investment Grade Preferred ETF) are both Preferred Stock/Convertible Bonds funds. Both are actively managed. Over the past 5 years, RPF.TO returned 7.88%/yr vs 1.40%/yr for BEPR.TO. At a 0.10 correlation, their price movements are largely independent.
Performance
RPF.TO vs. BEPR.TO - Performance Comparison
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Returns By Period
In the year-to-date period, RPF.TO achieves a 8.51% return, which is significantly higher than BEPR.TO's -0.09% return.
RPF.TO
- 1D
- 0.19%
- 1M
- 1.90%
- 6M
- 7.85%
- YTD
- 8.51%
- 1Y
- 16.92%
- 3Y*
- 19.85%
- 5Y*
- 7.88%
- 10Y*
- —
BEPR.TO
- 1D
- 0.24%
- 1M
- 0.47%
- 6M
- 0.03%
- YTD
- -0.09%
- 1Y
- 3.50%
- 3Y*
- 10.09%
- 5Y*
- 1.40%
- 10Y*
- 4.71%
RPF.TO vs. BEPR.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RPF.TO RBC Canadian Preferred Share ETF | 8.51% | 19.23% | 28.54% | 3.28% | -18.37% | 23.47% | 6.47% | 0.26% | -9.86% | 16.07% |
BEPR.TO Brompton Flaherty & Crumrine Enhanced Investment Grade Preferred ETF | -0.09% | 6.68% | 14.36% | 6.62% | -19.22% | 8.37% | 0.94% | 32.29% | -12.67% | 14.60% |
Correlation
The correlation between RPF.TO and BEPR.TO is 0.17, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.17 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.10 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.15 |
Correlation (All Time) Calculated using the full available price history since Sep 21, 2016 | 0.10 |
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Return for Risk
RPF.TO vs. BEPR.TO — Risk / Return Rank
RPF.TO
BEPR.TO
RPF.TO vs. BEPR.TO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for RBC Canadian Preferred Share ETF (RPF.TO) and Brompton Flaherty & Crumrine Enhanced Investment Grade Preferred ETF (BEPR.TO). 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.
| RPF.TO | BEPR.TO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +3.51 | ||
| Sortino ratioReturn per unit of downside risk | +5.12 | ||
| Omega ratioGain probability vs. loss probability | 1.80 | 1.08 | +0.72 |
| Calmar ratioReturn relative to maximum drawdown | 8.04 | 0.73 | +7.31 |
| Martin ratioReturn relative to average drawdown | 43.75 | 2.37 | +41.38 |
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Drawdowns
RPF.TO vs. BEPR.TO - Drawdown Comparison
The maximum RPF.TO drawdown since its inception was -45.68%, smaller than the maximum BEPR.TO drawdown of -69.85%. Use the drawdown chart below to compare losses from any high point for RPF.TO and BEPR.TO.
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Drawdown Indicators
| RPF.TO | BEPR.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.68% | -69.85% | +24.17% |
Max Drawdown (1Y)Largest decline over 1 year | -2.11% | -4.84% | +2.73% |
Max Drawdown (3Y)Largest decline over 3 years | -9.19% | -6.15% | -3.04% |
Max Drawdown (5Y)Largest decline over 5 years | -26.37% | -27.03% | +0.66% |
Max Drawdown (10Y)Largest decline over 10 years | — | -51.41% | — |
Current DrawdownCurrent decline from peak | 0.00% | -1.32% | +1.32% |
Average DrawdownAverage peak-to-trough decline | -7.53% | -12.44% | +4.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.39% | 1.49% | -1.10% |
Volatility
RPF.TO vs. BEPR.TO - Volatility Comparison
The current volatility for RBC Canadian Preferred Share ETF (RPF.TO) is 1.21%, while Brompton Flaherty & Crumrine Enhanced Investment Grade Preferred ETF (BEPR.TO) has a volatility of 1.94%. This indicates that RPF.TO experiences smaller price fluctuations and is considered to be less risky than BEPR.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RPF.TO | BEPR.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.21% | 1.94% | -0.73% |
Volatility (6M)Calculated over the trailing 6-month period | 2.97% | 6.58% | -3.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.31% | 8.16% | -3.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.51% | 11.70% | -3.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.27% | 16.10% | -3.83% |
Dividends
RPF.TO vs. BEPR.TO - Dividend Comparison
RPF.TO's dividend yield for the trailing twelve months is around 4.88%, less than BEPR.TO's 8.98% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BEPR.TO Brompton Flaherty & Crumrine Enhanced Investment Grade Preferred ETF | 8.98% | 9.28% | 9.19% | 9.58% | 9.26% | 6.87% | 6.37% | 6.70% | 9.17% | 7.43% | 8.31% | 9.40% |
RPF.TO RBC Canadian Preferred Share ETF | 4.88% | 5.08% | 5.48% | 6.17% | 5.65% | 4.22% | 5.24% | 5.07% | 4.52% | 3.95% | 1.10% | 0.00% |
Frequently Asked Questions
RPF.TO and BEPR.TO have a correlation of 0.17, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
They also come from different issuers: RBC and Brompton.
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