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Upturn AI SWOT - About
RiverFront Dynamic US Dividend Advantage ETF (RFDA)
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Upturn Advisory Summary
08/14/2025: 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 15.4% | Avg. Invested days 54 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
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) seeks long-term capital appreciation and current income by investing in a portfolio of U.S. dividend-paying stocks selected using a dynamic, rules-based methodology.
Reputation and Reliability
RiverFront Investment Group is a well-established investment advisor with a focus on tactical asset allocation and risk management.
Management Expertise
The management team has extensive experience in investment management, portfolio construction, and quantitative analysis.
Investment Objective
Goal
RFDA's investment objective is long-term capital appreciation and current income.
Investment Approach and Strategy
Strategy: RFDA employs a dynamic, rules-based methodology to select U.S. dividend-paying stocks. The fund does not track a specific index.
Composition The ETF primarily holds U.S. dividend-paying stocks. It may also hold cash or other short-term investments.
Market Position
Market Share: RFDA's market share in the dividend ETF sector is relatively small compared to larger, more established funds.
Total Net Assets (AUM): 74750261
Competitors
Key Competitors
- SCHD
- DVY
- VIG
Competitive Landscape
The dividend ETF market is highly competitive, dominated by larger funds like SCHD, DVY, and VIG. RFDA's dynamic approach may appeal to investors seeking active management in the dividend space. However, it faces challenges in gaining market share due to its smaller size and relatively higher expense ratio compared to some competitors.
Financial Performance
Historical Performance: Historical performance data should be accessed through financial data providers.
Benchmark Comparison: Comparison against relevant benchmarks (e.g., S&P 500 Dividend Aristocrats Index) should be accessed through financial data providers.
Expense Ratio: 0.43
Liquidity
Average Trading Volume
RFDA's average trading volume may vary, and should be checked via updated sources for an accurate reflection of recent activities.
Bid-Ask Spread
The bid-ask spread of RFDA can vary, and is best checked in real-time to reflect prevailing market conditions.
Market Dynamics
Market Environment Factors
RFDA's performance is influenced by factors such as 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 of its dynamic investment strategy. Changes in strategy and holdings may occur based on the rules-based methodology.
Moat and Competitive Advantages
Competitive Edge
RFDA's competitive advantage lies in its dynamic, rules-based approach to dividend stock selection, aiming to identify companies with strong dividend growth potential. This active management approach differentiates it from passive dividend ETFs. The fund seeks to adapt to changing market conditions and optimize its portfolio for both income and capital appreciation. However, active management also introduces the potential for underperformance compared to passive benchmarks.
Risk Analysis
Volatility
RFDA's volatility is dependent on the volatility of its underlying holdings, which can fluctuate with market conditions.
Market Risk
RFDA is subject to market risk, as the value of its holdings can decline due to broad market downturns or sector-specific weaknesses.
Investor Profile
Ideal Investor Profile
RFDA is suitable for investors seeking a combination of current income and long-term capital appreciation from a portfolio of dividend-paying U.S. stocks.
Market Risk
RFDA may be suitable for long-term investors who are comfortable with active management and willing to accept potentially higher fees in exchange for the opportunity to outperform passive dividend ETFs.
Summary
The RiverFront Dynamic US Dividend Advantage ETF offers a dynamic approach to investing in U.S. dividend-paying stocks, seeking both income and capital appreciation. Its active management strategy aims to adapt to market conditions and identify companies with strong dividend growth. RFDA may appeal to investors seeking a managed dividend strategy, but its performance and fees should be carefully evaluated against passive alternatives. The ETF's smaller size and higher expense ratio present challenges in a competitive market dominated by larger, lower-cost funds.
Peer Comparison
Sources and Disclaimers
Data Sources:
- RiverFront Investment Group website
- ETF.com
- Morningstar
- Yahoo Finance
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market share data is approximate and may vary depending on the source and calculation methodology. Financial performance data is historical and not indicative of future results.
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.