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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

In the year-to-date period, RVER achieves a 18.77% return, which is significantly higher than FTAG's 10.75% return.


RVER

1D
-2.38%
1M
22.28%
YTD
18.77%
6M
15.82%
1Y
24.60%
3Y*
5Y*
10Y*

FTAG

1D
0.23%
1M
-2.29%
YTD
10.75%
6M
12.16%
1Y
14.00%
3Y*
5.07%
5Y*
0.66%
10Y*
5.24%
*Multi-year figures are annualized to reflect compound growth (CAGR)

RVER vs. FTAG - Yearly Performance Comparison


2026 (YTD)20252024
RVER
Trenchless Fund ETF
18.77%5.68%17.75%
FTAG
First Trust Indxx Global Agriculture ETF
10.75%14.82%-7.74%

Correlation

The correlation between RVER and FTAG is 0.32, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.32

Correlation (All Time)
Calculated using the full available price history since Apr 4, 2024

0.41

RVER vs. FTAG - Sectors Allocation Comparison


Sectors
RVER
FTAG

Technology

61.9%

-

Energy

12.8%

-

Communication Services

7.9%

-

Industrials

7.3%
24.1%

Healthcare

5.6%
7.8%

Financial Services

5.2%

-

Consumer Cyclical

4.4%
4.2%

Basic Materials

2.4%
55.5%

Consumer Defensive

-

8.4%

Real Estate

-

-

Utilities

-

-

Technology

RVER
61.9%
FTAG

-

Energy

RVER
12.8%
FTAG

-

Communication Services

RVER
7.9%
FTAG

-

Industrials

RVER
7.3%
FTAG
24.1%

Healthcare

RVER
5.6%
FTAG
7.8%

Financial Services

RVER
5.2%
FTAG

-

Consumer Cyclical

RVER
4.4%
FTAG
4.2%

Basic Materials

RVER
2.4%
FTAG
55.5%

Consumer Defensive

RVER

-

FTAG
8.4%

Real Estate

RVER

-

FTAG

-

Utilities

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: 2828
Overall Rank
RVER Sharpe Ratio Rank: 3131
Sharpe Ratio Rank
RVER Sortino Ratio Rank: 3131
Sortino Ratio Rank
RVER Omega Ratio Rank: 2929
Omega Ratio Rank
RVER Calmar Ratio Rank: 2525
Calmar Ratio Rank
RVER Martin Ratio Rank: 2525
Martin Ratio Rank

FTAG
FTAG Risk / Return Rank: 2828
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: 3131
Calmar Ratio Rank
FTAG Martin Ratio Rank: 2727
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.


RVERFTAGDifference
Sharpe ratioReturn per unit of total volatility

+0.08

Sortino ratioReturn per unit of downside risk

+0.11

Omega ratioGain probability vs. loss probability

1.20

1.18

+0.02

Calmar ratioReturn relative to maximum drawdown

1.14

1.52

-0.38

Martin ratioReturn relative to average drawdown

3.13

3.75

-0.62

RVER vs. FTAG - Sharpe Ratio Comparison

The current RVER Sharpe Ratio is 1.09, which is comparable to the FTAG Sharpe Ratio of 1.01. 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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Sharpe Ratios by Period


RVERFTAGDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.09

1.01

+0.08

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.04

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.27

Sharpe Ratio (All Time)

Calculated using the full available price history

0.75

-0.33

+1.09

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%

-9.25%

-12.36%

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

-2.38%

-78.58%

+76.20%

Average Drawdown

Average peak-to-trough decline

-5.95%

-71.24%

+65.29%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.88%

3.74%

+4.14%

Volatility

RVER vs. FTAG - Volatility Comparison

Trenchless Fund ETF (RVER) has a higher volatility of 8.42% compared to First Trust Indxx Global Agriculture ETF (FTAG) at 3.47%. 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

8.42%

3.47%

+4.95%

Volatility (6M)

Calculated over the trailing 6-month period

18.39%

10.53%

+7.86%

Volatility (1Y)

Calculated over the trailing 1-year period

22.60%

13.93%

+8.67%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

26.40%

17.38%

+9.02%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

26.40%

19.66%

+6.74%

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 1.44%, more than FTAG's 1.37% yield.


PositionTTM20252024202320222021202020192018201720162015
FTAG
First Trust Indxx Global Agriculture ETF
1.37%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
1.44%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 0.32, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

RVER has higher volatility (8.42%) compared to FTAG (3.47%). In terms of maximum drawdown, RVER dropped -26.21% vs FTAG's -90.89%.

On 1-year performance, RVER leads with 24.60% vs 14.00% for FTAG. On fees, RVER is cheaper at 0.65% per year. On volatility, FTAG has been the lower-risk option at 3.47%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, RVER has performed better with a 24.60% return vs 14.00%. 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 1.44%, compared with 1.37% 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.

RVER currently has the higher Sharpe Ratio (1.09 vs 1.01), 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

Find the right allocation for RVER and FTAG

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