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USXF vs. RFDA
Performance
Return for Risk
Drawdowns
Volatility
Dividends

USXF vs. RFDA

Last updated Jun 23, 2026

USXF (iShares ESG Advanced MSCI USA ETF) and RFDA (RiverFront Dynamic US Dividend Advantage ETF) are both Large Cap Growth Equities funds. USXF is passively managed, while RFDA is actively managed. Over the past 5 years, USXF returned 15.57%/yr vs 12.98%/yr for RFDA. Their correlation of 0.84 suggests significant overlap in exposure. USXF charges 0.10%/yr vs 0.52%/yr for RFDA.

Performance

USXF vs. RFDA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares ESG Advanced MSCI USA ETF (USXF) 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, USXF achieves a 21.17% return, which is significantly higher than RFDA's 10.53% return.

USXF

1D
0.37%
1M
4.92%
YTD
21.17%
6M
20.48%
1Y
36.70%
3Y*
26.99%
5Y*
15.57%
10Y*
—

RFDA

1D
0.15%
1M
0.14%
YTD
10.53%
6M
10.30%
1Y
27.30%
3Y*
18.71%
5Y*
12.98%
10Y*
13.37%
*Multi-year figures are annualized to reflect compound growth (CAGR)

USXF vs. RFDA - Yearly Performance Comparison

2026 (YTD)202520242023202220212020
USXF
iShares ESG Advanced MSCI USA ETF		21.17%16.97%26.16%31.65%-21.20%27.14%23.07%
RFDA
RiverFront Dynamic US Dividend Advantage ETF		10.53%16.42%20.12%16.98%-8.58%25.94%18.93%

Correlation

The correlation between USXF and RFDA is 0.73, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

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

0.73

Correlation (3Y)
Calculated over the trailing 3-year period

0.81

Correlation (5Y)
Calculated over the trailing 5-year period

0.84

Correlation (All Time)
Calculated using the full available price history since Jun 18, 2020

0.84

The correlation between USXF and RFDA shifts across timeframes, from 0.73 (1 year) to 0.84 (5 years), reflecting how their relationship changes across market environments.

USXF vs. RFDA - Sectors Allocation Comparison

Sectors
USXF
RFDA

Technology

55.7%
21.1%

Financial Services

14.5%
14.4%

Industrials

7.8%
8.6%

Consumer Cyclical

6.4%
7.4%

Healthcare

5.3%
9.7%

Real Estate

3.7%
4.9%

Basic Materials

2.2%
1.9%

Communication Services

1.9%
8.3%

Utilities

1.3%
4.8%

Consumer Defensive

0.9%
7.0%

Energy

0.1%
11.7%

Technology

USXF
55.7%
RFDA
21.1%

Financial Services

USXF
14.5%
RFDA
14.4%

Industrials

USXF
7.8%
RFDA
8.6%

Consumer Cyclical

USXF
6.4%
RFDA
7.4%

Healthcare

USXF
5.3%
RFDA
9.7%

Real Estate

USXF
3.7%
RFDA
4.9%

Basic Materials

USXF
2.2%
RFDA
1.9%

Communication Services

USXF
1.9%
RFDA
8.3%

Utilities

USXF
1.3%
RFDA
4.8%

Consumer Defensive

USXF
0.9%
RFDA
7.0%

Energy

USXF
0.1%
RFDA
11.7%

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 Advanced MSCI USA ETF

RiverFront Dynamic US Dividend Advantage ETF

Often compared with USXF:
USXF vs. SCHGUSXF vs. QQQUSXF vs. SPYXUSXF vs. SPYUSXF vs. ESGVUSXF vs. VOOUSXF vs. SMH
Often compared with RFDA:
RFDA vs. DGRORFDA vs. DIVBRFDA vs. AGGRFDA vs. BWXRFDA vs. HYGRFDA vs. SCHDRFDA vs. IAU

Return for Risk

USXF vs. RFDA — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
USXF
USXF Risk / Return Rank: 6868
Overall Rank
USXF Sharpe Ratio Rank: 6767
Sharpe Ratio Rank
USXF Sortino Ratio Rank: 6262
Sortino Ratio Rank
USXF Omega Ratio Rank: 6464
Omega Ratio Rank
USXF Calmar Ratio Rank: 7474
Calmar Ratio Rank
USXF Martin Ratio Rank: 7676
Martin Ratio Rank
RFDA
RFDA Risk / Return Rank: 8181
Overall Rank
RFDA Sharpe Ratio Rank: 7676
Sharpe Ratio Rank
RFDA Sortino Ratio Rank: 7575
Sortino Ratio Rank
RFDA Omega Ratio Rank: 7676
Omega Ratio Rank
RFDA Calmar Ratio Rank: 8888
Calmar Ratio Rank
RFDA Martin Ratio Rank: 8787
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.

USXF vs. RFDA - Risk-Adjusted Trends Comparison

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

USXFRFDADifference
Sharpe ratioReturn per unit of total volatility
2.12
2.34

-0.22

Sortino ratioReturn per unit of downside risk
2.79
3.22

-0.43

Omega ratioGain probability vs. loss probability

1.37

1.43

-0.06

Calmar ratioReturn relative to maximum drawdown

3.62

5.04

-1.42

Martin ratioReturn relative to average drawdown

13.89

18.04

-4.14

USXF vs. RFDA - Sharpe Ratio Comparison

The current USXF Sharpe Ratio is 2.12, which is comparable to the RFDA Sharpe Ratio of 2.34. The chart below compares the historical Sharpe Ratios of USXF 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

USXF vs. RFDA - Drawdown Comparison

The maximum USXF drawdown since its inception was -29.54%, smaller than the maximum RFDA drawdown of -34.60%. Use the drawdown chart below to compare losses from any high point for USXF and RFDA.

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Drawdown Indicators

USXFRFDADifference

Max Drawdown

Largest peak-to-trough decline

-29.54%

-34.60%

+5.06%

Max Drawdown (1Y)

Largest decline over 1 year

-10.19%

-5.45%

-4.74%

Max Drawdown (3Y)

Largest decline over 3 years

-20.93%

-19.35%

-1.58%

Max Drawdown (5Y)

Largest decline over 5 years

-29.54%

-19.35%

-10.19%

Max Drawdown (10Y)

Largest decline over 10 years

—

-34.60%

—

Current Drawdown

Current decline from peak

-0.18%

-1.89%

+1.71%

Average Drawdown

Average peak-to-trough decline

-6.39%

-3.73%

-2.66%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.65%

1.52%

+1.13%

Volatility

USXF vs. RFDA - Volatility Comparison

iShares ESG Advanced MSCI USA ETF (USXF) has a higher volatility of 7.80% compared to RiverFront Dynamic US Dividend Advantage ETF (RFDA) at 3.31%. This indicates that USXF'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

USXFRFDADifference

Volatility (1M)

Calculated over the trailing 1-month period

7.80%

3.31%

+4.49%

Volatility (6M)

Calculated over the trailing 6-month period

14.29%

8.79%

+5.50%

Volatility (1Y)

Calculated over the trailing 1-year period

17.45%

11.75%

+5.70%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.79%

15.75%

+4.04%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.32%

16.87%

+2.45%

USXF vs. RFDA - Expense Ratio Comparison

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

Dividends

USXF vs. RFDA - Dividend Comparison

USXF's dividend yield for the trailing twelve months is around 0.79%, less than RFDA's 1.80% yield.

PositionTTM2025202420232022202120202019201820172016
RFDA
RiverFront Dynamic US Dividend Advantage ETF		1.80%1.89%2.23%2.68%3.57%1.44%1.62%1.87%2.44%1.90%0.98%
USXF
iShares ESG Advanced MSCI USA ETF		0.79%0.93%1.00%1.21%1.39%0.86%0.58%0.00%0.00%0.00%0.00%

Frequently Asked Questions

USXF and RFDA have a correlation of 0.73, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

USXF has higher volatility (7.80%) compared to RFDA (3.31%). In terms of maximum drawdown, USXF dropped -29.54% vs RFDA's -34.60%.

On 5-year performance, USXF leads with 15.57% vs 12.98% for RFDA. On fees, USXF is cheaper at 0.10% per year. On volatility, RFDA has been the lower-risk option at 3.31%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, USXF has performed better with a 15.57% return vs 12.98%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

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

RFDA has the higher dividend yield at 1.80%, compared with 0.79% for USXF.

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

RFDA currently has the higher Sharpe Ratio (2.34 vs 2.12), 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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