SGRT vs. RFDA
SGRT (SMART Earnings Growth ETF) and RFDA (RiverFront Dynamic US Dividend Advantage ETF) are both Large Cap Growth Equities funds. Both are actively managed. At a 0.46 correlation, their price movements are largely independent. SGRT charges 0.59%/yr vs 0.52%/yr for RFDA.
Performance
SGRT vs. RFDA - Performance Comparison
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Returns By Period
In the year-to-date period, SGRT achieves a 34.03% return, which is significantly higher than RFDA's 13.64% return.
SGRT
- 1D
- -3.68%
- 1M
- -7.07%
- 6M
- 27.60%
- YTD
- 34.03%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
RFDA
- 1D
- 0.20%
- 1M
- 1.43%
- 6M
- 12.80%
- YTD
- 13.64%
- 1Y
- 24.28%
- 3Y*
- 18.25%
- 5Y*
- 12.84%
- 10Y*
- 13.49%
SGRT vs. RFDA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
SGRT SMART Earnings Growth ETF | 34.03% | 26.83% |
RFDA RiverFront Dynamic US Dividend Advantage ETF | 13.64% | 7.11% |
Correlation
The correlation between SGRT and RFDA is 0.46, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Aug 20, 2025 | 0.46 |
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Return for Risk
SGRT vs. RFDA — Risk / Return Rank
SGRT
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
RFDA
SGRT vs. RFDA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SMART Earnings Growth ETF (SGRT) 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.
| SGRT | RFDA | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.39 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 4.48 | — |
| Martin ratioReturn relative to average drawdown | — | 15.88 | — |
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Drawdowns
SGRT vs. RFDA - Drawdown Comparison
The maximum SGRT drawdown since its inception was -17.87%, smaller than the maximum RFDA drawdown of -34.60%. Use the drawdown chart below to compare losses from any high point for SGRT and RFDA.
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Drawdown Indicators
| SGRT | RFDA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.87% | -34.60% | +16.73% |
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 | -12.78% | 0.00% | -12.78% |
Average DrawdownAverage peak-to-trough decline | -3.52% | -3.72% | +0.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.53% | — |
Volatility
SGRT vs. RFDA - Volatility Comparison
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Volatility by Period
| SGRT | RFDA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 2.41% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 8.76% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 36.74% | 11.59% | +25.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 36.74% | 15.74% | +21.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 36.74% | 16.84% | +19.90% |
SGRT vs. RFDA - Expense Ratio Comparison
SGRT has a 0.59% expense ratio, which is higher than RFDA's 0.52% expense ratio.
Dividends
SGRT vs. RFDA - Dividend Comparison
SGRT's dividend yield for the trailing twelve months is around 0.12%, less than RFDA's 1.76% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
RFDA RiverFront Dynamic US Dividend Advantage ETF | 1.76% | 1.89% | 2.23% | 2.68% | 3.57% | 1.44% | 1.62% | 1.87% | 2.44% | 1.90% | 0.98% |
SGRT SMART Earnings Growth ETF | 0.12% | 0.16% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
SGRT and RFDA have a correlation of 0.46, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, RFDA is cheaper at 0.52% per year. The better choice depends on whether you care most about return, fees, risk, or income.
RFDA is cheaper with a 0.52% expense ratio, compared with 0.59% for SGRT.
RFDA has the higher dividend yield at 1.76%, compared with 0.12% for SGRT.
Their fees differ too: 0.59% for SGRT and 0.52% for RFDA.
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