RFDA vs IQM
Comparison between ALPS DYNAMIC US DIVIDEND ADVANTAGE ETF (RFDA, ETF) and FRANKLIN INTELLIGENT MACHINES ETF (IQM, ETF).
5-Year PerformanceIQM has outperformed RFDA, delivering a return of +20.7% compared to +13.0%
RFDA vs IQM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
RFDA
$88M
Winner
IQM
$88M
Expense Ratio
RFDA
0.52%
Winner
IQM
0.50%
Max Drawdown
Winner
RFDA
34.81%
IQM
45.01%
Sharpe Ratio
Winner
RFDA
1.89
IQM
1.70
5Y Beta
Winner
RFDA
0.89
IQM
1.67
P/E Ratio
Winner
RFDA
22.41
IQM
54.42
Forward P/E
Winner
RFDA
15.57
IQM
31.95
PEG Ratio
RFDA
0.49
Winner
IQM
0.46
5Y Dividends CAGR
RFDA
13.55%
IQM
N/A
5Y EPS CAGR
RFDA
15.87%
Winner
IQM
34.39%
P/S Ratio
Winner
RFDA
1.84
IQM
2.72
P/B Ratio
Winner
RFDA
2.91
IQM
13.49
RFDA vs IQM - Holdings Comparison
RFDA and IQM have 5 common holdings. Overlap is 9.05%
RFDA's top 25 holdings weight is 53.43%. IQM's top 25 holdings weight is 69.91%.
| Rank | RFDA | IQM |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 4.03% | NVIDIA CORP (NVDA) - 7.53% |
| #2 | HEWLETT PACKARD ENTERPRISE CO (HPE) - 3.60% | BROADCOM INC (AVGO) - 6.57% |
| #3 | ALPHABET INC CLASS C (GOOG) - 3.54% | n/a (TSM) - 5.82% |
| #4 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 3.37% | n/a (n/a) - 5.60% |
| #5 | MICROSOFT CORP (MSFT) - 3.31% | SANDISK CORP ORDINARY SHARES (SNDK) - 4.17% |
| #6 | JOHNSON & JOHNSON (JNJ) - 2.78% | BLOOM ENERGY CORP CLASS A (BE) - 3.62% |
| #7 | JPMORGAN CHASE & CO (JPM) - 2.71% | TESLA INC (TSLA) - 3.38% |
| #8 | CONOCOPHILLIPS (COP) - 2.33% | APPLE INC (AAPL) - 3.31% |
| #9 | n/a (TSM) - 2.22% | GE VERNOVA INC (GEV) - 2.82% |
| #10 | APPLE INC (AAPL) - 2.19% | TERADYNE INC (TER) - 2.47% |
| #11 | CATERPILLAR INC (CAT) - 2.17% | LAM RESEARCH CORP (LRCX) - 2.29% |
| #12 | CITIGROUP INC (C) - 1.94% | ROCKET LAB CORP (RKLB) - 2.28% |
| #13 | EXXON MOBIL CORP (XOM) - 1.93% | ARISTA NETWORKS INC (ANET) - 2.01% |
| #14 | PHILLIPS 66 (PSX) - 1.85% | QUANTA SERVICES INC (PWR) - 1.87% |
| #15 | BRISTOL-MYERS SQUIBB CO (BMY) - 1.73% | SK HYNIX INC (n/a) - 1.85% |
| #16 | QUALCOMM INC (QCOM) - 1.72% | KLA CORP (KLAC) - 1.80% |
| #17 | LOCKHEED MARTIN CORP (LMT) - 1.68% | VERTIV HOLDINGS CO CLASS A (VRT) - 1.58% |
| #18 | THE GOLDMAN SACHS GROUP INC (GS) - 1.58% | APPLIED MATERIALS INC (AMAT) - 1.56% |
| #19 | VERIZON COMMUNICATIONS INC (VZ) - 1.42% | TTM TECHNOLOGIES INC (TTMI) - 1.47% |
| #20 | CISCO SYSTEMS INC (CSCO) - 1.33% | COHERENT CORP (COHR) - 1.38% |
| #21 | U.S. BANCORP (USB) - 1.32% | ADVANCED MICRO DEVICES INC (AMD) - 1.38% |
| #22 | AT&T INC (T) - 1.28% | WESTERN DIGITAL CORP (WDC) - 1.35% |
| #23 | WALMART INC (WMT) - 1.27% | ASML HOLDING NV ADR (ASML) - 1.29% |
| #24 | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.08% | FABRINET (FN) - 1.26% |
| #25 | FRANKLIN RESOURCES INC (BEN) - 1.05% | MARVELL TECHNOLOGY INC (MRVL) - 1.25% |
| Total Holdings | 78 | 81 |
RFDA vs IQM - Historical Returns
Returns include dividend reinvestment.
1M
RFDA
+3.33%
Winner
IQM
+3.72%
3M
RFDA
+12.91%
Winner
IQM
+28.48%
6M
RFDA
+12.60%
Winner
IQM
+33.78%
1Y
RFDA
+28.12%
Winner
IQM
+65.16%
5Y(CAGR)
RFDA
+13.05%
Winner
IQM
+20.66%
10Y(CAGR)
RFDA
+13.45%
IQM
N/A
Max(CAGR)
RFDA
+13.37%
Winner
IQM
+28.38%
RFDA vs IQM - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | RFDA | IQM |
|---|---|---|
| 2026 | +12.34% | +31.04% |
| 2025 | +16.45% | +30.98% |
| 2024 | +20.00% | +34.91% |
| 2023 | +17.34% | +42.59% |
| 2022 | -9.13% | -33.76% |
| 2021 | +27.84% | +26.37% |
| 2020 | +10.69% | +78.48% |
| 2019 | +26.60% | N/A |
| 2018 | -9.74% | N/A |
| 2017 | +19.28% | N/A |
| 2016 | +8.15% | N/A |
RFDA vs IQM Drawdown Comparison
The maximum drawdown for RFDA was -34.61%, occurring on Mar 23, 2020. Recovery took 136 trading sessions.
The maximum drawdown for IQM was -44.91%, occurring on Oct 14, 2022. Recovery took 571 trading sessions.
The current RFDA drawdown is -0.55%. The current IQM drawdown is -4.96%.
| Rank | RFDA | IQM |
|---|---|---|
| #1 | -34.61% Feb 12, 2020 - Aug 26, 2020 | -44.91% Nov 19, 2021 - Mar 1, 2024 |
| #2 | -21.21% Aug 29, 2018 - Oct 23, 2019 | -30.42% Jan 23, 2025 - Jun 24, 2025 |
| #3 | -19.35% Dec 4, 2024 - Jun 30, 2025 | -30.17% Mar 4, 2020 - May 8, 2020 |
| #4 | -18.76% Mar 29, 2022 - Jul 13, 2023 | -19.70% Feb 12, 2021 - Aug 3, 2021 |
| #5 | -11.40% Jul 31, 2023 - Dec 13, 2023 | -18.59% Jul 8, 2024 - Nov 8, 2024 |
| #6 | -9.64% Jan 26, 2018 - Aug 21, 2018 | -14.71% Oct 29, 2025 - Jan 16, 2026 |
| #7 | -9.18% Sep 2, 2020 - Nov 16, 2020 | -13.95% Feb 25, 2026 - Apr 10, 2026 |
| #8 | -8.79% Jul 16, 2024 - Sep 19, 2024 | -11.91% Sep 2, 2020 - Oct 12, 2020 |
| #9 | -6.21% Jan 14, 2022 - Mar 25, 2022 | -11.57% Mar 7, 2024 - May 21, 2024 |
| #10 | -5.54% Sep 3, 2021 - Oct 21, 2021 | -11.50% Jun 2, 2026 - Jun 10, 2026 |
| #11 | -5.45% Feb 9, 2026 - Apr 13, 2026 | -10.10% Jan 16, 2026 - Feb 25, 2026 |
| #12 | -5.31% Aug 15, 2016 - Nov 14, 2016 | -8.35% Sep 7, 2021 - Oct 25, 2021 |
| #13 | -4.78% Nov 16, 2021 - Dec 16, 2021 | -8.30% Oct 13, 2020 - Nov 5, 2020 |
| #14 | -4.69% Feb 12, 2021 - Mar 12, 2021 | -7.14% May 14, 2026 - May 26, 2026 |
| #15 | -4.69% Oct 28, 2025 - Dec 23, 2025 | -6.39% Jan 25, 2021 - Feb 8, 2021 |
Correlation
Correlation between RFDA and IQM is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2016 - 2026)
RFDA vs IQM dividend yield comparison.
| Year | RFDA | IQM |
|---|---|---|
| 2026 | 0.83% | 0.00% |
| 2025 | 1.89% | 0.00% |
| 2024 | 2.23% | 0.00% |
| 2023 | 2.68% | 0.00% |
| 2022 | 3.57% | 0.00% |
| 2021 | 1.44% | 0.17% |
| 2020 | 1.62% | 0.01% |
| 2019 | 1.87% | 0.00% |
| 2018 | 2.44% | 0.00% |
| 2017 | 1.90% | 0.00% |
| 2016 | 0.98% | 0.00% |
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