RFFC vs ZTEN

Comparison between ALPS ACTIVE EQUITY OPPORTUNITY ETF (RFFC, ETF) and F/M 10-YEAR INVESTMENT GRADE CORPORATE BOND ETF (ZTEN, ETF).

RFFC vs ZTEN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	RFFC(ETF)	ZTEN(ETF)
Net Assets	$30M	$30M
Expense Ratio	0.48%	0.15%
Max Drawdown	36.48%	4.58%
Sharpe Ratio	1.48	0.13
5Y Beta	0.88	0.12
P/E Ratio	29.67	N/A
Forward P/E	24.18	N/A
PEG Ratio	0.82	N/A
5Y Dividends CAGR	2.53%	N/A
5Y EPS CAGR	21.36%	N/A
P/S Ratio	3.24	N/A
P/B Ratio	6.36	N/A

Net Assets

RFFC

$30M

ZTEN

$30M

Expense Ratio

RFFC

0.48%

Winner

ZTEN

0.15%

Max Drawdown

RFFC

36.48%

Winner

ZTEN

4.58%

Sharpe Ratio

Winner

RFFC

1.48

ZTEN

0.13

5Y Beta

RFFC

0.88

Winner

ZTEN

0.12

P/E Ratio

RFFC

29.67

ZTEN

N/A

Forward P/E

RFFC

24.18

ZTEN

N/A

PEG Ratio

RFFC

0.82

ZTEN

N/A

5Y Dividends CAGR

RFFC

2.53%

ZTEN

N/A

5Y EPS CAGR

RFFC

21.36%

ZTEN

N/A

P/S Ratio

RFFC

3.24

ZTEN

N/A

P/B Ratio

RFFC

6.36

ZTEN

N/A

RFFC vs ZTEN - Historical Returns

Returns include dividend reinvestment.

Period	RFFC	ZTEN
1 month	+0.63%	-0.71%
3 months	+5.16%	-0.97%
6 months	+8.68%	-0.42%
1 year	+23.68%	+4.02%
5 years(CAGR)	+11.83%	N/A
10 years(CAGR)	+12.58%	N/A
Max(CAGR)	+12.67%	+5.59%

Winner

RFFC

+0.63%

ZTEN

-0.71%

Winner

RFFC

+5.16%

ZTEN

-0.97%

Winner

RFFC

+8.68%

ZTEN

-0.42%

Winner

RFFC

+23.68%

ZTEN

+4.02%

5Y(CAGR)

RFFC

+11.83%

ZTEN

N/A

10Y(CAGR)

RFFC

+12.58%

ZTEN

N/A

Max(CAGR)

Winner

RFFC

+12.67%

ZTEN

+5.59%

RFFC vs ZTEN - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	RFFC	ZTEN
2026	+10.94%	-0.28%
2025	+16.92%	+9.12%
2024	+24.35%	+0.29%
2023	+20.33%	N/A
2022	-15.09%	N/A
2021	+24.49%	N/A
2020	+11.33%	N/A
2019	+23.52%	N/A
2018	-11.08%	N/A
2017	+19.84%	N/A
2016	+8.90%	N/A

RFFC vs ZTEN Drawdown Comparison

The maximum drawdown for RFFC was -36.26%, occurring on Mar 23, 2020. Recovery took 141 trading sessions.

The maximum drawdown for ZTEN was -3.43%, occurring on Apr 11, 2025. Recovery took 71 trading sessions.

The current RFFC drawdown is -1.17%. The current ZTEN drawdown is -2.04%.

Rank	RFFC	ZTEN
#1	-36.26% Feb 12, 2020 - Sep 2, 2020	-3.43% Mar 3, 2025 - Jun 12, 2025
#2	-24.26% Sep 20, 2018 - Dec 20, 2019	-3.32% Feb 27, 2026 - Mar 27, 2026
#3	-22.28% Jan 4, 2022 - Dec 18, 2023	-1.99% Dec 30, 2024 - Jan 27, 2025
#4	-18.45% Feb 13, 2025 - Jul 3, 2025	-1.59% Oct 28, 2025 - Nov 26, 2025
#5	-10.33% Jan 26, 2018 - Jun 11, 2018	-1.33% Jun 30, 2025 - Jul 29, 2025
#6	-9.25% Feb 25, 2026 - Apr 17, 2026	-1.25% Feb 5, 2025 - Feb 21, 2025
#7	-9.15% Sep 2, 2020 - Oct 12, 2020	-1.00% Sep 15, 2025 - Oct 14, 2025
#8	-8.35% Oct 12, 2020 - Nov 16, 2020	-0.99% Jan 14, 2026 - Feb 10, 2026
#9	-7.69% Jul 16, 2024 - Aug 23, 2024	-0.93% Nov 26, 2025 - Jan 14, 2026
#10	-6.82% Feb 12, 2021 - Apr 1, 2021	-0.66% Jun 12, 2025 - Jun 23, 2025
#11	-6.05% Sep 2, 2021 - Oct 28, 2021	-0.63% Aug 13, 2025 - Aug 22, 2025
#12	-6.03% Jul 25, 2017 - Sep 27, 2017	-0.50% Aug 28, 2025 - Sep 4, 2025
#13	-5.58% Nov 16, 2021 - Jan 3, 2022	-0.35% Dec 26, 2024 - Dec 30, 2024
#14	-5.00% Aug 15, 2016 - Nov 10, 2016	-0.35% Aug 4, 2025 - Aug 13, 2025
#15	-4.83% Mar 21, 2024 - May 15, 2024	-0.34% Jan 30, 2025 - Feb 4, 2025

Correlation

Correlation between RFFC and ZTEN is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88

-101

Dividend Comparison (2016 - 2026)

RFFC vs ZTEN dividend yield comparison.

Year	RFFC	ZTEN
2026	0.32%	2.52%
2025	0.78%	5.16%
2024	1.05%	0.44%
2023	1.35%	0.00%
2022	1.41%	0.00%
2021	0.71%	0.00%
2020	1.79%	0.00%
2019	1.34%	0.00%
2018	1.36%	0.00%
2017	0.93%	0.00%
2016	0.66%	0.00%