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RVER vs. FTAG
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

RVER vs. FTAG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Trenchless Fund ETF (RVER) and First Trust Indxx Global Agriculture ETF (FTAG). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

The year-to-date returns for both investments are quite close, with RVER having a 11.63% return and FTAG slightly higher at 11.88%.


RVER

1D
-2.44%
1M
-0.94%
6M
3.17%
YTD
11.63%
1Y
10.79%
3Y*
5Y*
10Y*

FTAG

1D
0.37%
1M
2.52%
6M
8.69%
YTD
11.88%
1Y
11.51%
3Y*
3.99%
5Y*
1.87%
10Y*
5.69%
*Multi-year figures are annualized to reflect compound growth (CAGR)

RVER vs. FTAG - Yearly Performance Comparison


2026 (YTD)20252024
RVER
Trenchless Fund ETF
11.63%5.68%18.88%
FTAG
First Trust Indxx Global Agriculture ETF
11.88%14.82%-6.67%

Correlation

The correlation between RVER and FTAG is 0.26, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.26

Correlation (All Time)
Calculated using the full available price history since Apr 3, 2024

0.39

The correlation between RVER and FTAG shifts across timeframes, from 0.26 (1 year) to 0.39 (all time), reflecting how their relationship changes across market environments.

RVER vs. FTAG - Sectors Allocation Comparison


Sectors
RVER
FTAG

Technology

60.8%

-

Consumer Cyclical

18.6%
4.2%

Industrials

10.5%
24.0%

Basic Materials

9.9%
55.6%

Energy

9.3%

-

Communication Services

6.7%

-

Healthcare

6.1%
7.7%

Financial Services

4.5%

-

Utilities

2.8%

-

Consumer Defensive

-

8.5%

Real Estate

-

-

Technology

RVER
60.8%
FTAG

-

Consumer Cyclical

RVER
18.6%
FTAG
4.2%

Industrials

RVER
10.5%
FTAG
24.0%

Basic Materials

RVER
9.9%
FTAG
55.6%

Energy

RVER
9.3%
FTAG

-

Communication Services

RVER
6.7%
FTAG

-

Healthcare

RVER
6.1%
FTAG
7.7%

Financial Services

RVER
4.5%
FTAG

-

Utilities

RVER
2.8%
FTAG

-

Consumer Defensive

RVER

-

FTAG
8.5%

Real Estate

RVER

-

FTAG

-

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Return for Risk

RVER vs. FTAG — Risk / Return Rank

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

RVER
RVER Risk / Return Rank: 1717
Overall Rank
RVER Sharpe Ratio Rank: 1818
Sharpe Ratio Rank
RVER Sortino Ratio Rank: 1818
Sortino Ratio Rank
RVER Omega Ratio Rank: 1717
Omega Ratio Rank
RVER Calmar Ratio Rank: 1616
Calmar Ratio Rank
RVER Martin Ratio Rank: 1717
Martin Ratio Rank

FTAG
FTAG Risk / Return Rank: 2727
Overall Rank
FTAG Sharpe Ratio Rank: 2828
Sharpe Ratio Rank
FTAG Sortino Ratio Rank: 2727
Sortino Ratio Rank
FTAG Omega Ratio Rank: 2626
Omega Ratio Rank
FTAG Calmar Ratio Rank: 3030
Calmar Ratio Rank
FTAG Martin Ratio Rank: 2525
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.

RVER vs. FTAG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Trenchless Fund ETF (RVER) and First Trust Indxx Global Agriculture ETF (FTAG). 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.


RVERFTAGDifference
Sharpe ratioReturn per unit of total volatility

-0.35

Sortino ratioReturn per unit of downside risk

-0.45

Omega ratioGain probability vs. loss probability

1.10

1.15

-0.05

Calmar ratioReturn relative to maximum drawdown

0.50

1.21

-0.71

Martin ratioReturn relative to average drawdown

1.31

2.68

-1.36

RVER vs. FTAG - Sharpe Ratio Comparison

The current RVER Sharpe Ratio is 0.46, which is lower than the FTAG Sharpe Ratio of 0.81. The chart below compares the historical Sharpe Ratios of RVER and FTAG, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

RVER vs. FTAG - Drawdown Comparison

The maximum RVER drawdown since its inception was -26.21%, smaller than the maximum FTAG drawdown of -90.89%. Use the drawdown chart below to compare losses from any high point for RVER and FTAG.


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Drawdown Indicators


RVERFTAGDifference

Max Drawdown

Largest peak-to-trough decline

-26.21%

-90.89%

+64.68%

Max Drawdown (1Y)

Largest decline over 1 year

-21.61%

-9.56%

-12.05%

Max Drawdown (3Y)

Largest decline over 3 years

-21.87%

Max Drawdown (5Y)

Largest decline over 5 years

-32.77%

Max Drawdown (10Y)

Largest decline over 10 years

-50.79%

Current Drawdown

Current decline from peak

-8.25%

-78.36%

+70.11%

Average Drawdown

Average peak-to-trough decline

-6.00%

-71.27%

+65.27%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.23%

4.31%

+3.92%

Volatility

RVER vs. FTAG - Volatility Comparison

Trenchless Fund ETF (RVER) has a higher volatility of 6.15% compared to First Trust Indxx Global Agriculture ETF (FTAG) at 4.52%. This indicates that RVER's price experiences larger fluctuations and is considered to be riskier than FTAG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


RVERFTAGDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.15%

4.52%

+1.63%

Volatility (6M)

Calculated over the trailing 6-month period

19.27%

11.32%

+7.95%

Volatility (1Y)

Calculated over the trailing 1-year period

23.51%

14.32%

+9.19%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

26.30%

17.44%

+8.86%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

26.30%

19.48%

+6.82%

RVER vs. FTAG - Expense Ratio Comparison

RVER has a 0.65% expense ratio, which is lower than FTAG's 0.70% expense ratio.


Dividends

RVER vs. FTAG - Dividend Comparison

RVER's dividend yield for the trailing twelve months is around 1.53%, more than FTAG's 1.30% yield.


PositionTTM20252024202320222021202020192018201720162015
FTAG
First Trust Indxx Global Agriculture ETF
1.30%1.39%2.89%3.68%1.77%1.58%1.72%2.33%2.16%1.26%0.61%1.35%
RVER
Trenchless Fund ETF
1.53%1.71%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


RVER and FTAG have a correlation of 0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

RVER has higher volatility (6.15%) compared to FTAG (4.52%). In terms of maximum drawdown, RVER dropped -26.21% vs FTAG's -90.89%.

On 1-year performance, FTAG leads with 11.51% vs 10.79% for RVER. On fees, RVER is cheaper at 0.65% per year. On volatility, FTAG has been the lower-risk option at 4.52%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, FTAG has performed better with a 11.51% return vs 10.79%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

RVER is cheaper with a 0.65% expense ratio, compared with 0.70% for FTAG.

RVER has the higher dividend yield at 1.53%, compared with 1.30% for FTAG.

They also come from different issuers: River1 and First Trust. Their fees differ too: 0.65% for RVER and 0.70% for FTAG.

FTAG currently has the higher Sharpe Ratio (0.81 vs 0.46), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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