RFDI vs MVFG
Comparison between FIRST TRUST RIVERFRONT DYNAMIC DEVELOPED INTERNATIONAL ETF (RFDI, ETF) and MONARCH VOLUME FACTOR GLOBAL UNCONSTRAINED INDEX ETF (MVFG, ETF).
RFDI vs MVFG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
RFDI
$158M
MVFG
$158M
Expense Ratio
Winner
RFDI
0.83%
MVFG
1.42%
Max Drawdown
RFDI
42.41%
Winner
MVFG
15.34%
Sharpe Ratio
Winner
RFDI
1.27
MVFG
1.13
5Y Beta
RFDI
0.74
Winner
MVFG
0.58
5Y Dividends CAGR
RFDI
23.69%
MVFG
N/A
RFDI vs MVFG - Holdings Comparison
RFDI and MVFG have 1 common holdings. Overlap is 0.00%
RFDI's top 25 holdings weight is 41.22%. MVFG's top 25 holdings weight is 99.99%.
| Rank | RFDI | MVFG |
|---|---|---|
| #1 | HSBC HOLDINGS PLC (n/a) - 3.22% | XTRACKERS RUSSELL US MULTIFACTOR ETF (DEUS) - 5.35% |
| #2 | ADVANTEST CORP (n/a) - 2.98% | COLUMBIA EM CORE EX-CHINA ETF (XCEM) - 4.91% |
| #3 | ASML HOLDING NV (n/a) - 2.37% | AMERICAN CENTURY QUALITY DVRS INTL ETF (QINT) - 4.78% |
| #4 | SHELL PLC (n/a) - 2.14% | STATE STREET® SPDR® MSCI ACWI EX-US ETF (CWI) - 4.50% |
| #5 | ABB LTD (n/a) - 2.01% | BNY MELLON US MID CAP CORE EQUITY ETF (BKMC) - 4.46% |
| #6 | NOVARTIS AG REGISTERED SHARES (n/a) - 1.99% | STATE STREET® SPDR® S&P® GLOBAL DIV ETF (WDIV) - 4.36% |
| #7 | UBS GROUP AG REGISTERED SHARES (n/a) - 1.89% | FLEXSHARES INTL QUAL DIV ETF (IQDF) - 4.16% |
| #8 | TOTALENERGIES SE (TTE:XPAR) - 1.84% | INVESCO BLOOMBERG ANALYST RATING IMP ETF (UPGD) - 4.14% |
| #9 | BARCLAYS PLC (n/a) - 1.82% | JPMORGAN DIVERS RET US MID CP EQ ETF (JPME) - 4.13% |
| #10 | BNP PARIBAS ACT. CAT.A (n/a) - 1.68% | VANGUARD TOTAL INTERNATIONAL STOCK ETF (VXUS) - 4.13% |
| #11 | BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 1.67% | PROSHARES S&P 500® EX-TECHNOLOGY (SPXT) - 4.13% |
| #12 | ALLIANZ SE (n/a) - 1.56% | ISHARES CURRENCY HDGD MSCI ACWI EXUS ETF (HAWX) - 4.09% |
| #13 | MIZUHO FINANCIAL GROUP INC (n/a) - 1.49% | VANGUARD FTSE ALL-WLD EX-US SMCP ETF (VSS) - 4.08% |
| #14 | BP PLC (n/a) - 1.47% | STATE STREET®SPDR®MSCIEAFEFSSLFLRSVFRETF (EFAX) - 4.02% |
| #15 | NORDEA BANK ABP (n/a) - 1.31% | ISHARES CORE MSCI INTL DEV MKTS ETF (IDEV) - 3.98% |
| #16 | RIO TINTO PLC ORDINARY SHARES (n/a) - 1.31% | XTRACKERS MSCI EAFE HEDGED EQUITY ETF (DBEF) - 3.93% |
| #17 | BHP GROUP LTD (n/a) - 1.24% | VANGUARD INTL HI DIV YLD IDX ETF (VYMI) - 3.92% |
| #18 | NATWEST GROUP PLC (n/a) - 1.24% | STATE STREET® SPDR® S&P EM MKTS DIV ETF (EDIV) - 3.91% |
| #19 | DEUTSCHE BANK AG (n/a) - 1.22% | JPMORGAN DIVERSIFIED RETURN INTL EQ ETF (JPIN) - 3.90% |
| #20 | RECRUIT HOLDINGS CO LTD (n/a) - 1.21% | JPMORGAN DIVERSIFIED RETURN US EQ ETF (JPUS) - 3.87% |
| #21 | FAST RETAILING CO LTD (n/a) - 1.15% | ALPS INTERNATIONAL SECTOR DIV DOGS ETF (IDOG) - 3.85% |
| #22 | UNIPOL ASSICURAZIONI SPA (n/a) - 1.12% | INVESCO INTERNATIONAL DIV ACHIEV ETF (PID) - 3.83% |
| #23 | BPER BANCA SPA (n/a) - 1.12% | VICTORYSHARES DIVIDEND ACCELERATOR ETF (VSDA) - 3.76% |
| #24 | BRITISH AMERICAN TOBACCO PLC (n/a) - 1.11% | PACER GLOBAL CASH COWS DIVIDEND ETF (GCOW) - 3.68% |
| #25 | ORIX CORP (n/a) - 1.06% | US DOLLARS (n/a) - 0.12% |
| Total Holdings | 157 | 25 |
RFDI vs MVFG - Historical Returns
Returns include dividend reinvestment.
1M
RFDI
-0.76%
Winner
MVFG
-0.66%
3M
Winner
RFDI
+3.83%
MVFG
+3.26%
6M
RFDI
+10.79%
Winner
MVFG
+11.14%
1Y
RFDI
+22.79%
Winner
MVFG
+25.38%
5Y(CAGR)
RFDI
+7.89%
MVFG
N/A
10Y(CAGR)
RFDI
+8.39%
MVFG
N/A
Max(CAGR)
RFDI
+8.45%
Winner
MVFG
+16.41%
RFDI vs MVFG - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | RFDI | MVFG |
|---|---|---|
| 2026 | +6.20% | +7.16% |
| 2025 | +36.63% | +21.49% |
| 2024 | +6.40% | +5.34% |
| 2023 | +18.08% | N/A |
| 2022 | -23.55% | N/A |
| 2021 | +16.14% | N/A |
| 2020 | +8.21% | N/A |
| 2019 | +20.81% | N/A |
| 2018 | -18.96% | N/A |
| 2017 | +23.63% | N/A |
| 2016 | +4.58% | N/A |
RFDI vs MVFG Drawdown Comparison
The maximum drawdown for RFDI was -39.39%, occurring on Mar 23, 2020. Recovery took 736 trading sessions.
The maximum drawdown for MVFG was -15.34%, occurring on Nov 20, 2025. Recovery took 55 trading sessions.
The current RFDI drawdown is -2.70%. The current MVFG drawdown is -2.21%.
| Rank | RFDI | MVFG |
|---|---|---|
| #1 | -39.39% Jan 26, 2018 - Dec 29, 2020 | -15.34% Oct 15, 2025 - Jan 5, 2026 |
| #2 | -35.87% Sep 3, 2021 - Aug 23, 2024 | -12.19% Dec 9, 2024 - Jun 2, 2025 |
| #3 | -13.44% Mar 19, 2025 - Apr 28, 2025 | -9.54% Feb 25, 2026 - May 6, 2026 |
| #4 | -10.29% Apr 20, 2016 - Aug 9, 2016 | -7.68% Jul 16, 2024 - Sep 19, 2024 |
| #5 | -10.20% Feb 25, 2026 - Mar 20, 2026 | -4.57% Mar 28, 2024 - May 14, 2024 |
| #6 | -9.59% Sep 26, 2024 - Mar 5, 2025 | -4.35% Jul 23, 2025 - Aug 12, 2025 |
| #7 | -5.99% Feb 16, 2021 - Apr 5, 2021 | -3.96% Oct 8, 2025 - Oct 13, 2025 |
| #8 | -5.32% Sep 7, 2016 - Jan 4, 2017 | -3.09% Oct 18, 2024 - Nov 7, 2024 |
| #9 | -4.79% Nov 12, 2025 - Dec 3, 2025 | -2.86% Nov 7, 2024 - Nov 27, 2024 |
| #10 | -4.47% Jan 21, 2021 - Feb 11, 2021 | -2.53% Jun 2, 2026 - Jun 5, 2026 |
| #11 | -3.95% Jul 23, 2025 - Aug 12, 2025 | -2.41% May 6, 2026 - May 26, 2026 |
| #12 | -3.93% Aug 27, 2024 - Sep 26, 2024 | -2.23% Jan 27, 2026 - Feb 6, 2026 |
| #13 | -3.52% Oct 3, 2025 - Oct 27, 2025 | -1.69% Jun 12, 2025 - Jun 26, 2025 |
| #14 | -3.15% May 7, 2021 - May 20, 2021 | -1.57% May 21, 2024 - Jun 5, 2024 |
| #15 | -3.08% Jun 15, 2021 - Jul 7, 2021 | -1.45% Feb 11, 2026 - Feb 20, 2026 |
Correlation
Correlation between RFDI and MVFG is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2016 - 2026)
RFDI vs MVFG dividend yield comparison.
| Year | RFDI | MVFG |
|---|---|---|
| 2026 | 0.40% | 0.23% |
| 2025 | 3.45% | 1.90% |
| 2024 | 5.21% | 1.67% |
| 2023 | 2.43% | 0.00% |
| 2022 | 5.00% | 0.00% |
| 2021 | 3.22% | 0.00% |
| 2020 | 1.34% | 0.00% |
| 2019 | 2.72% | 0.00% |
| 2018 | 2.59% | 0.00% |
| 2017 | 1.63% | 0.00% |
| 2016 | 1.85% | 0.00% |
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