RUNN vs. FRTY
Compare and contrast key facts about Running Oak Efficient Growth ETF (RUNN) and Alger Mid Cap 40 ETF (FRTY).
RUNN and FRTY are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. RUNN is an actively managed fund by ROC. It was launched on Jun 7, 2023. FRTY is an actively managed fund by Alger Group Holdings LLC. It was launched on Feb 26, 2021.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RUNN or FRTY.
Correlation
The correlation between RUNN and FRTY is 0.58, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
RUNN vs. FRTY - Performance Comparison
Key characteristics
RUNN:
1.19
FRTY:
1.01
RUNN:
1.79
FRTY:
1.41
RUNN:
1.22
FRTY:
1.20
RUNN:
1.86
FRTY:
0.63
RUNN:
4.83
FRTY:
5.82
RUNN:
2.97%
FRTY:
4.31%
RUNN:
12.05%
FRTY:
24.67%
RUNN:
-9.63%
FRTY:
-53.14%
RUNN:
-4.06%
FRTY:
-16.76%
Returns By Period
In the year-to-date period, RUNN achieves a 3.36% return, which is significantly lower than FRTY's 6.26% return.
RUNN
3.36%
0.44%
5.20%
14.76%
N/A
N/A
FRTY
6.26%
0.00%
22.05%
29.66%
N/A
N/A
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RUNN vs. FRTY - Expense Ratio Comparison
RUNN has a 0.58% expense ratio, which is lower than FRTY's 0.60% expense ratio.
Risk-Adjusted Performance
RUNN vs. FRTY — Risk-Adjusted Performance Rank
RUNN
FRTY
RUNN vs. FRTY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Running Oak Efficient Growth ETF (RUNN) and Alger Mid Cap 40 ETF (FRTY). 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.
Dividends
RUNN vs. FRTY - Dividend Comparison
RUNN's dividend yield for the trailing twelve months is around 0.38%, more than FRTY's 0.10% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|
RUNN Running Oak Efficient Growth ETF | 0.38% | 0.39% | 0.33% | 0.00% | 0.00% |
FRTY Alger Mid Cap 40 ETF | 0.10% | 0.10% | 0.00% | 0.00% | 5.35% |
Drawdowns
RUNN vs. FRTY - Drawdown Comparison
The maximum RUNN drawdown since its inception was -9.63%, smaller than the maximum FRTY drawdown of -53.14%. Use the drawdown chart below to compare losses from any high point for RUNN and FRTY. For additional features, visit the drawdowns tool.
Volatility
RUNN vs. FRTY - Volatility Comparison
The current volatility for Running Oak Efficient Growth ETF (RUNN) is 3.11%, while Alger Mid Cap 40 ETF (FRTY) has a volatility of 9.97%. This indicates that RUNN experiences smaller price fluctuations and is considered to be less risky than FRTY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.