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SUSL vs. RFDA
Performance
Return for Risk
Drawdowns
Volatility
Dividends

SUSL vs. RFDA

Last updated Aug 4, 2026
Documentation

SUSL (iShares ESG MSCI USA Leaders ETF) and RFDA (RiverFront Dynamic US Dividend Advantage ETF) are both Large Cap Growth Equities funds. SUSL is passively managed, while RFDA is actively managed. Over the past 5 years, SUSL returned 13.21%/yr vs 13.00%/yr for RFDA. Their correlation of 0.87 means they have usually moved in the same direction. SUSL charges 0.10%/yr vs 0.52%/yr for RFDA.

Performance

SUSL vs. RFDA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares ESG MSCI USA Leaders ETF (SUSL) and RiverFront Dynamic US Dividend Advantage ETF (RFDA). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SUSL achieves a 12.03% return, which is significantly lower than RFDA's 15.03% return.

SUSL

1D
1.73%
1M
2.24%
6M
10.23%
YTD
12.03%
1Y
24.28%
3Y*
21.39%
5Y*
13.21%
10Y*
—
ALL TIME*
16.67%

RFDA

1D
0.78%
1M
2.46%
6M
12.74%
YTD
15.03%
1Y
27.34%
3Y*
19.02%
5Y*
13.00%
10Y*
13.34%
ALL TIME*
13.46%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)

RFDA

RiverFront Dynamic US Dividend Advantage ETF
$108.91K$106.06K$119.38K

SUSL

iShares ESG MSCI USA Leaders ETF
$2.06M$2.62M$3.08M

SUSL vs. RFDA - Yearly Performance Comparison

2026 (YTD)2025202420232022202120202019
SUSL
iShares ESG MSCI USA Leaders ETF		12.03%18.97%23.51%29.08%-20.22%31.53%18.89%15.09%
RFDA
RiverFront Dynamic US Dividend Advantage ETF		15.03%16.42%20.12%16.98%-8.58%25.94%11.26%10.46%

Correlation

The correlation between SUSL and RFDA is 0.75, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.

Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.75

Correlation (3Y)
Balances recent behavior with more history.

0.84

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.86

Correlation (All Time)
Calculated using the full available price history since May 10, 2019

0.87

The correlation between SUSL and RFDA shifts across timeframes, from 0.75 (1 year) to 0.87 (all time), reflecting how their relationship changes across market environments.

SUSL vs. RFDA - Sectors Allocation Comparison

Sectors
SUSL
RFDA

Technology

35.8%
15.4%

Communication Services

11.9%
6.2%

Financial Services

11.4%
18.8%

Healthcare

10.6%
12.2%

Consumer Cyclical

8.5%
8.1%

Industrials

8.1%
9.3%

Consumer Defensive

5.4%
7.1%

Energy

2.2%
11.1%

Real Estate

2.1%
5.1%

Basic Materials

2.0%
1.8%

Utilities

1.9%
4.9%

Technology

SUSL
35.8%
RFDA
15.4%

Communication Services

SUSL
11.9%
RFDA
6.2%

Financial Services

SUSL
11.4%
RFDA
18.8%

Healthcare

SUSL
10.6%
RFDA
12.2%

Consumer Cyclical

SUSL
8.5%
RFDA
8.1%

Industrials

SUSL
8.1%
RFDA
9.3%

Consumer Defensive

SUSL
5.4%
RFDA
7.1%

Energy

SUSL
2.2%
RFDA
11.1%

Real Estate

SUSL
2.1%
RFDA
5.1%

Basic Materials

SUSL
2.0%
RFDA
1.8%

Utilities

SUSL
1.9%
RFDA
4.9%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

iShares ESG MSCI USA Leaders ETF

RiverFront Dynamic US Dividend Advantage ETF

Often compared with SUSL:
SUSL vs. SUSASUSL vs. ESGVSUSL vs. ESGESUSL vs. ESGUSUSL vs. NUSCSUSL vs. IETCSUSL vs. SCHD
Often compared with RFDA:
RFDA vs. DGRORFDA vs. DIVBRFDA vs. BWXRFDA vs. AGGRFDA vs. SCHDRFDA vs. HYGRFDA vs. IAU

Return for Risk

SUSL vs. RFDA — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.
SUSL
SUSL Risk / Return Rank: 6969
Overall Rank
SUSL Sharpe Ratio Rank: 7373
Sharpe Ratio Rank
SUSL Sortino Ratio Rank: 7373
Sortino Ratio Rank
SUSL Omega Ratio Rank: 7272
Omega Ratio Rank
SUSL Calmar Ratio Rank: 5858
Calmar Ratio Rank
SUSL Martin Ratio Rank: 7070
Martin Ratio Rank
RFDA
RFDA Risk / Return Rank: 9191
Overall Rank
RFDA Sharpe Ratio Rank: 9090
Sharpe Ratio Rank
RFDA Sortino Ratio Rank: 8989
Sortino Ratio Rank
RFDA Omega Ratio Rank: 9090
Omega Ratio Rank
RFDA Calmar Ratio Rank: 9494
Calmar Ratio Rank
RFDA Martin Ratio Rank: 9393
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

SUSL vs. RFDA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares ESG MSCI USA Leaders ETF (SUSL) 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.

SUSLRFDADifference
Sharpe ratioReturn per unit of total volatility
1.74
2.36

-0.62

Sortino ratioReturn per unit of downside risk
2.45
3.23

-0.78

Omega ratioGain probability vs. loss probability

1.31

1.43

-0.12

Calmar ratioReturn relative to maximum drawdown

2.15

5.04

-2.90

Martin ratioReturn relative to average drawdown

8.82

18.04

-9.22

SUSL vs. RFDA - Sharpe Ratio Comparison

The current SUSL Sharpe Ratio is 1.74, which is comparable to the RFDA Sharpe Ratio of 2.36. The chart below compares the historical Sharpe Ratios of SUSL and RFDA, 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

SUSL vs. RFDA - Drawdown Comparison

The maximum SUSL drawdown since its inception was -34.26%, roughly equal to the maximum RFDA drawdown of -34.60%. Use the drawdown chart below to compare losses from any high point for SUSL and RFDA.

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Drawdown Indicators

SUSLRFDADifference

Max Drawdown

Largest peak-to-trough decline

-34.26%

-34.60%

+0.34%

Max Drawdown (1Y)

Largest decline over 1 year

-11.37%

-5.45%

-5.92%

Max Drawdown (3Y)

Largest decline over 3 years

-19.91%

-19.35%

-0.56%

Max Drawdown (5Y)

Largest decline over 5 years

-26.98%

-19.35%

-7.63%

Max Drawdown (10Y)

Largest decline over 10 years

—

-34.60%

—

Current Drawdown

Current decline from peak

0.00%

-0.06%

+0.06%

Average Drawdown

Average peak-to-trough decline

-5.61%

-3.70%

-1.91%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.76%

1.52%

+1.24%

Volatility

SUSL vs. RFDA - Volatility Comparison

iShares ESG MSCI USA Leaders ETF (SUSL) has a higher volatility of 4.45% compared to RiverFront Dynamic US Dividend Advantage ETF (RFDA) at 2.90%. This indicates that SUSL's price experiences larger fluctuations and is considered to be riskier than RFDA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

SUSLRFDADifference

Volatility (1M)

Calculated over the trailing 1-month period

4.45%

2.90%

+1.55%

Volatility (6M)

Calculated over the trailing 6-month period

11.23%

8.68%

+2.55%

Volatility (1Y)

Calculated over the trailing 1-year period

14.04%

11.67%

+2.37%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.64%

15.73%

+1.91%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.73%

16.84%

+2.89%

SUSL vs. RFDA - Expense Ratio Comparison

SUSL has a 0.10% expense ratio, which is lower than RFDA's 0.52% expense ratio.

Dividends

SUSL vs. RFDA - Dividend Comparison

SUSL's dividend yield for the trailing twelve months is around 0.92%, less than RFDA's 1.76% yield.

PositionTTM2025202420232022202120202019201820172016
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%
SUSL
iShares ESG MSCI USA Leaders ETF		0.92%0.99%1.10%1.27%1.57%1.12%1.38%1.12%0.00%0.00%0.00%

Frequently Asked Questions

SUSL and RFDA have a correlation of 0.75, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SUSL has higher volatility (4.45%) compared to RFDA (2.90%). In terms of maximum drawdown, SUSL dropped -34.26% vs RFDA's -34.60%.

On 5-year performance, SUSL leads with 13.21% vs 13.00% for RFDA. On fees, SUSL is cheaper at 0.10% per year. On volatility, RFDA has been the lower-risk option at 2.90%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, SUSL has performed better with a 13.21% return vs 13.00%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

SUSL is cheaper with a 0.10% expense ratio, compared with 0.52% for RFDA.

RFDA has the higher dividend yield at 1.76%, compared with 0.92% for SUSL.

They also come from different issuers: iShares and SS&C. Their fees differ too: 0.10% for SUSL and 0.52% for RFDA.

RFDA currently has the higher Sharpe Ratio (2.36 vs 1.74), 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.

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