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Upturn AI SWOT - About
RiverFront Dynamic US Dividend Advantage ETF (RFDA)
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Upturn Advisory Summary
10/24/2025: RFDA (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 20.74% | Avg. Invested days 62 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.98 | 52 Weeks Range 46.00 - 57.87 | Updated Date 06/29/2025 |
52 Weeks Range 46.00 - 57.87 | Updated Date 06/29/2025 |
Upturn AI SWOT
RiverFront Dynamic US Dividend Advantage ETF
ETF Overview
Overview
The RiverFront Dynamic US Dividend Advantage ETF (RFDA) aims to provide current income and capital appreciation by investing in dividend-paying U.S. companies, actively managed using a dynamic allocation strategy.
Reputation and Reliability
RiverFront Investment Group is a well-established investment advisor with a focus on tactical asset allocation.
Management Expertise
RiverFront has a team of experienced portfolio managers and analysts specializing in dividend-focused strategies and active management.
Investment Objective
Goal
To provide current income and capital appreciation by investing in U.S. dividend-paying stocks.
Investment Approach and Strategy
Strategy: RFDA does not track a specific index but employs an actively managed strategy to select dividend-paying stocks.
Composition The ETF primarily holds U.S. dividend-paying stocks, with sector allocation adjusted based on market conditions and RiverFront's outlook.
Market Position
Market Share: Data not readily available.
Total Net Assets (AUM): 136900000
Competitors
Key Competitors
- SCHD
- DVY
- VIG
- NOBL
- VYM
Competitive Landscape
The dividend ETF market is highly competitive, with several large, well-established funds. RFDA distinguishes itself through its active management and dynamic sector allocation, which can provide potential advantages during certain market conditions. However, active management can also result in higher fees and potential underperformance compared to passive index-tracking ETFs.
Financial Performance
Historical Performance: Historical performance data not included in this response but is readily available from financial data providers.
Benchmark Comparison: Benchmark comparison data not included in this response but is readily available from financial data providers.
Expense Ratio: 0.63
Liquidity
Average Trading Volume
The average trading volume for RFDA provides adequate liquidity for most investors.
Bid-Ask Spread
The bid-ask spread for RFDA is generally tight, indicating reasonable trading costs.
Market Dynamics
Market Environment Factors
RFDA's performance is influenced by economic growth, interest rates, dividend yields, and overall market sentiment towards dividend-paying stocks.
Growth Trajectory
RFDA's growth depends on its ability to attract assets through strong performance and effective marketing. Changes to its strategy and holdings are actively managed based on market conditions.
Moat and Competitive Advantages
Competitive Edge
RFDA's primary competitive advantage is its active management approach, allowing it to dynamically adjust its sector allocation and stock selection based on market conditions. This offers the potential for outperformance compared to passive dividend ETFs. The ETF also differentiates itself through RiverFront's proprietary investment process and experienced management team. However, active management involves higher fees and the risk of underperforming its benchmark.
Risk Analysis
Volatility
RFDA's volatility depends on the market conditions and the specific stocks it holds. As a dividend-focused ETF, it may be less volatile than growth-oriented ETFs.
Market Risk
RFDA is subject to market risk, including the risk of declines in stock prices and changes in interest rates. Sector-specific risks and the risk of dividend cuts by its holdings also exist.
Investor Profile
Ideal Investor Profile
RFDA is suitable for investors seeking current income and potential capital appreciation through dividend-paying stocks. Investors should be comfortable with active management and understand the associated fees and risks.
Market Risk
RFDA may be suitable for long-term investors or those seeking dividend income as part of a diversified portfolio, but investors should actively monitor its performance and strategy.
Summary
RiverFront Dynamic US Dividend Advantage ETF (RFDA) is an actively managed ETF focused on dividend-paying U.S. stocks. It aims to provide income and capital appreciation through dynamic sector allocation and stock selection. While active management can potentially lead to outperformance, it also comes with higher fees and the risk of underperforming passive benchmarks. The ETF is suitable for investors seeking dividend income and are comfortable with active management strategies.
Peer Comparison
Sources and Disclaimers
Data Sources:
- RiverFront Investment Group Website
- ETF.com
- Morningstar
- YCharts
- Compiled from publicly available sources.
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Investors should conduct their own research and consult with a financial advisor before making any investment decisions. Market share data may vary across sources and time periods.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About RiverFront Dynamic US Dividend Advantage ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund invests at least 65% of its net assets in a portfolio of equity securities of publicly traded U.S. companies with the potential for dividend income. Equity securities include common stocks and common or preferred shares of real estate investment trusts. The fund may invest in small-, mid- and large-capitalization companies.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.