RFDI vs GRX

Comparison between FIRST TRUST RIVERFRONT DYNAMIC DEVELOPED INTERNATIONAL ETF (RFDI, ETF) and Gabelli Healthcare & WellnessRx Trust (GRX, ETF).

5-Year PerformanceRFDI has outperformed GRX, delivering a return of +7.8% compared to -1.4%

RFDI vs GRX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	RFDI(ETF)	GRX(ETF)
Net Assets	$152M	$152M
Expense Ratio	0.83%	N/A
Max Drawdown	42.41%	65.00%
Sharpe Ratio	1.21	-0.15
5Y Beta	0.74	0.41
5Y Dividends CAGR	23.69%	7.06%

Net Assets

Winner

RFDI

$152M

GRX

$152M

Expense Ratio

RFDI

0.83%

GRX

N/A

Max Drawdown

Winner

RFDI

42.41%

GRX

65.00%

Sharpe Ratio

Winner

RFDI

1.21

GRX

-0.15

5Y Beta

RFDI

0.74

Winner

GRX

0.41

5Y Dividends CAGR

Winner

RFDI

23.69%

GRX

7.06%

RFDI vs GRX - Historical Returns

Returns include dividend reinvestment.

Period	RFDI	GRX
1 month	-0.53%	+0.33%
3 months	+2.83%	-5.77%
6 months	+9.31%	-1.96%
1 year	+22.30%	+1.50%
5 years(CAGR)	+7.79%	-1.36%
10 years(CAGR)	+8.43%	+4.28%
Max(CAGR)	+8.34%	+5.63%

RFDI

-0.53%

Winner

GRX

+0.33%

Winner

RFDI

+2.83%

GRX

-5.77%

Winner

RFDI

+9.31%

GRX

-1.96%

Winner

RFDI

+22.30%

GRX

+1.50%

5Y(CAGR)

Winner

RFDI

+7.79%

GRX

-1.36%

10Y(CAGR)

Winner

RFDI

+8.43%

GRX

+4.28%

Max(CAGR)

Winner

RFDI

+8.34%

GRX

+5.63%

RFDI vs GRX - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	RFDI	GRX
2026	+5.08%	-4.35%
2025	+36.63%	+6.83%
2024	+6.40%	+7.27%
2023	+18.08%	-3.78%
2022	-23.55%	-20.60%
2021	+16.14%	+23.49%
2020	+8.21%	+10.14%
2019	+20.81%	+31.00%
2018	-18.96%	-6.48%
2017	+23.63%	+13.43%
2016	+4.58%	-1.53%
2015	N/A	+3.12%
2014	N/A	+7.95%
2013	N/A	+30.46%
2012	N/A	+35.47%
2011	N/A	-0.42%
2010	N/A	+3.48%
2009	N/A	+30.10%
2008	N/A	-27.74%
2007	N/A	-12.90%

RFDI vs GRX Drawdown Comparison

The maximum drawdown for RFDI was -39.39%, occurring on Mar 23, 2020. Recovery took 736 trading sessions.

The maximum drawdown for GRX was -64.35%, occurring on Mar 6, 2009. Recovery took 1427 trading sessions.

The current RFDI drawdown is -3.72%. The current GRX drawdown is -13.82%.

Rank	RFDI	GRX
#1	-39.39% Jan 26, 2018 - Dec 29, 2020	-64.35% Jul 23, 2007 - Mar 22, 2013
#2	-35.87% Sep 3, 2021 - Aug 23, 2024	-37.33% Jan 3, 2022 - Oct 27, 2023
#3	-13.44% Mar 19, 2025 - Apr 28, 2025	-36.98% Feb 19, 2020 - Nov 17, 2020
#4	-10.29% Apr 20, 2016 - Aug 9, 2016	-20.64% Jul 14, 2015 - Jul 12, 2016
#5	-10.20% Feb 25, 2026 - Mar 20, 2026	-20.01% Sep 27, 2018 - Jul 3, 2019
#6	-9.59% Sep 26, 2024 - Mar 5, 2025	-16.30% Aug 9, 2016 - Jun 22, 2017
#7	-5.99% Feb 16, 2021 - Apr 5, 2021	-15.10% Jan 26, 2018 - Aug 20, 2018
#8	-5.32% Sep 7, 2016 - Jan 4, 2017	-15.09% May 20, 2013 - Dec 20, 2013
#9	-4.79% Nov 12, 2025 - Dec 3, 2025	-13.74% Jun 26, 2014 - Dec 3, 2014
#10	-4.47% Jan 21, 2021 - Feb 11, 2021	-11.71% Jun 28, 2017 - Jan 11, 2018
#11	-3.95% Jul 23, 2025 - Aug 12, 2025	-9.47% Sep 3, 2021 - Dec 29, 2021
#12	-3.93% Aug 27, 2024 - Sep 26, 2024	-8.62% Jun 26, 2007 - Jul 3, 2007
#13	-3.52% Oct 3, 2025 - Oct 27, 2025	-7.71% Jan 16, 2014 - Mar 4, 2014
#14	-3.15% May 7, 2021 - May 20, 2021	-6.31% Mar 10, 2014 - Jun 26, 2014
#15	-3.08% Jun 15, 2021 - Jul 7, 2021	-4.85% Jul 3, 2019 - Sep 16, 2019

Correlation

Correlation between RFDI and GRX is 0.73 which considered as a strong positive correlation - the stocks tend to move together.

0.73

-101

Dividend Comparison (2007 - 2026)

RFDI vs GRX dividend yield comparison.

Year	RFDI	GRX
2026	0.41%	1.88%
2025	3.45%	6.85%
2024	5.21%	6.22%
2023	2.43%	6.43%
2022	5.00%	5.84%
2021	3.22%	7.07%
2020	1.34%	4.85%
2019	2.72%	4.86%
2018	2.59%	5.62%
2017	1.63%	5.04%
2016	1.85%	5.51%
2015	0.00%	4.98%
2014	0.00%	5.95%
2013	0.00%	8.77%
2012	0.00%	12.88%
2008	0.00%	1.00%
2007	0.00%	0.71%