RISN vs RFDA
Comparison between INSPIRE CAPITAL APPRECIATION ETF (RISN, ETF) and ALPS DYNAMIC US DIVIDEND ADVANTAGE ETF (RFDA, ETF).
5-Year PerformanceRFDA has outperformed RISN, delivering a return of +13.0% compared to +4.4%
RISN vs RFDA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
RISN
$87M
Winner
RFDA
$88M
Expense Ratio
RISN
0.72%
Winner
RFDA
0.52%
Max Drawdown
Winner
RISN
30.39%
RFDA
34.81%
Sharpe Ratio
RISN
0.95
Winner
RFDA
1.89
5Y Beta
Winner
RISN
0.64
RFDA
0.89
P/E Ratio
RISN
25.39
Winner
RFDA
22.41
Forward P/E
RISN
21.41
Winner
RFDA
15.57
PEG Ratio
RISN
1.74
Winner
RFDA
0.49
5Y Dividends CAGR
RISN
-22.14%
Winner
RFDA
13.55%
5Y EPS CAGR
Winner
RISN
18.67%
RFDA
15.87%
P/S Ratio
RISN
2.86
Winner
RFDA
1.84
P/B Ratio
RISN
6.19
Winner
RFDA
2.91
RISN vs RFDA - Holdings Comparison
RISN and RFDA have 1 common holdings. Overlap is 0.49%
RISN's top 25 holdings weight is 93.15%. RFDA's top 25 holdings weight is 53.43%.
| Rank | RISN | RFDA |
|---|---|---|
| #1 | SCHWAB SHORT-TERM US TREASURY ETF„¢ (SCHO) - 19.10% | NVIDIA CORP (NVDA) - 4.03% |
| #2 | FORTINET INC (FTNT) - 4.88% | HEWLETT PACKARD ENTERPRISE CO (HPE) - 3.60% |
| #3 | SUPER MICRO COMPUTER INC (SMCI) - 4.21% | ALPHABET INC CLASS C (GOOG) - 3.54% |
| #4 | LANDSTAR SYSTEM INC (LSTR) - 4.05% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 3.37% |
| #5 | OLD DOMINION FREIGHT LINE INC ORDINARY SHARES (ODFL) - 4.05% | MICROSOFT CORP (MSFT) - 3.31% |
| #6 | SIRIUS XM HOLDINGS INC (SIRI) - 4.04% | JOHNSON & JOHNSON (JNJ) - 2.78% |
| #7 | TEXAS PACIFIC LAND CORP (TPL) - 3.69% | JPMORGAN CHASE & CO (JPM) - 2.71% |
| #8 | DECKERS OUTDOOR CORP (DECK) - 3.25% | CONOCOPHILLIPS (COP) - 2.33% |
| #9 | MUELLER INDUSTRIES INC (MLI) - 3.16% | n/a (TSM) - 2.22% |
| #10 | HESS MIDSTREAM LP CLASS A (HESM) - 3.15% | APPLE INC (AAPL) - 2.19% |
| #11 | MSCI INC (MSCI) - 3.13% | CATERPILLAR INC (CAT) - 2.17% |
| #12 | UBIQUITI INC (UI) - 2.97% | CITIGROUP INC (C) - 1.94% |
| #13 | FASTENAL CO (FAST) - 2.96% | EXXON MOBIL CORP (XOM) - 1.93% |
| #14 | EXPEDITORS INTERNATIONAL OF WASHINGTON INC (EXPD) - 2.93% | PHILLIPS 66 (PSX) - 1.85% |
| #15 | LENNOX INTERNATIONAL INC (LII) - 2.88% | BRISTOL-MYERS SQUIBB CO (BMY) - 1.73% |
| #16 | O'REILLY AUTOMOTIVE INC (ORLY) - 2.71% | QUALCOMM INC (QCOM) - 1.72% |
| #17 | LOUISIANA-PACIFIC CORP (LPX) - 2.69% | LOCKHEED MARTIN CORP (LMT) - 1.68% |
| #18 | THE HOME DEPOT INC (HD) - 2.61% | THE GOLDMAN SACHS GROUP INC (GS) - 1.58% |
| #19 | GRAND CANYON EDUCATION INC (LOPE) - 2.56% | VERIZON COMMUNICATIONS INC (VZ) - 1.42% |
| #20 | PAYCHEX INC (PAYX) - 2.46% | CISCO SYSTEMS INC (CSCO) - 1.33% |
| #21 | AUTOMATIC DATA PROCESSING INC (ADP) - 2.43% | U.S. BANCORP (USB) - 1.32% |
| #22 | MANHATTAN ASSOCIATES INC (MANH) - 2.43% | AT&T INC (T) - 1.28% |
| #23 | AUTOZONE INC (AZO) - 2.30% | WALMART INC (WMT) - 1.27% |
| #24 | IDEXX LABORATORIES INC (IDXX) - 2.28% | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.08% |
| #25 | POOL CORP (POOL) - 2.23% | FRANKLIN RESOURCES INC (BEN) - 1.05% |
| Total Holdings | 29 | 78 |
RISN vs RFDA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
RISN
+4.94%
RFDA
+3.33%
3M
RISN
+6.13%
Winner
RFDA
+12.91%
6M
RISN
+3.61%
Winner
RFDA
+12.60%
1Y
RISN
+15.01%
Winner
RFDA
+28.12%
5Y(CAGR)
RISN
+4.43%
Winner
RFDA
+13.05%
10Y(CAGR)
RISN
N/A
RFDA
+13.45%
Max(CAGR)
RISN
+7.22%
Winner
RFDA
+13.37%
RISN vs RFDA - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | RISN | RFDA |
|---|---|---|
| 2026 | +5.79% | +12.34% |
| 2025 | +11.52% | +16.45% |
| 2024 | +8.48% | +20.00% |
| 2023 | +10.32% | +17.34% |
| 2022 | -16.95% | -9.13% |
| 2021 | +23.88% | +27.84% |
| 2020 | +7.75% | +10.69% |
| 2019 | N/A | +26.60% |
| 2018 | N/A | -9.74% |
| 2017 | N/A | +19.28% |
| 2016 | N/A | +8.15% |
RISN vs RFDA Drawdown Comparison
The maximum drawdown for RISN was -21.88%, occurring on Oct 27, 2023. Recovery took 717 trading sessions.
The maximum drawdown for RFDA was -34.61%, occurring on Mar 23, 2020. Recovery took 136 trading sessions.
The current RISN drawdown is -1.12%. The current RFDA drawdown is -0.55%.
| Rank | RISN | RFDA |
|---|---|---|
| #1 | -21.88% Dec 30, 2021 - Nov 6, 2024 | -34.61% Feb 12, 2020 - Aug 26, 2020 |
| #2 | -16.37% Nov 25, 2024 - Jul 25, 2025 | -21.21% Aug 29, 2018 - Oct 23, 2019 |
| #3 | -7.42% Mar 4, 2026 - May 29, 2026 | -19.35% Dec 4, 2024 - Jun 30, 2025 |
| #4 | -6.74% Sep 2, 2020 - Dec 4, 2020 | -18.76% Mar 29, 2022 - Jul 13, 2023 |
| #5 | -6.55% Sep 3, 2021 - Nov 4, 2021 | -11.40% Jul 31, 2023 - Dec 13, 2023 |
| #6 | -5.21% Feb 12, 2021 - Mar 15, 2021 | -9.64% Jan 26, 2018 - Aug 21, 2018 |
| #7 | -5.00% Oct 8, 2025 - Dec 11, 2025 | -9.18% Sep 2, 2020 - Nov 16, 2020 |
| #8 | -4.57% Nov 9, 2021 - Dec 27, 2021 | -8.79% Jul 16, 2024 - Sep 19, 2024 |
| #9 | -3.63% May 7, 2021 - May 27, 2021 | -6.21% Jan 14, 2022 - Mar 25, 2022 |
| #10 | -3.15% Jan 20, 2021 - Feb 8, 2021 | -5.54% Sep 3, 2021 - Oct 21, 2021 |
| #11 | -2.98% Jan 22, 2026 - Mar 2, 2026 | -5.45% Feb 9, 2026 - Apr 13, 2026 |
| #12 | -2.97% Dec 11, 2025 - Jan 9, 2026 | -5.31% Aug 15, 2016 - Nov 14, 2016 |
| #13 | -2.95% Nov 11, 2024 - Nov 25, 2024 | -4.78% Nov 16, 2021 - Dec 16, 2021 |
| #14 | -2.37% Jul 12, 2021 - Jul 28, 2021 | -4.69% Feb 12, 2021 - Mar 12, 2021 |
| #15 | -2.23% Jun 4, 2026 - Jun 10, 2026 | -4.69% Oct 28, 2025 - Dec 23, 2025 |
Correlation
Correlation between RISN and RFDA is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2016 - 2026)
RISN vs RFDA dividend yield comparison.
| Year | RISN | RFDA |
|---|---|---|
| 2026 | 0.23% | 0.83% |
| 2025 | 0.98% | 1.89% |
| 2024 | 1.39% | 2.23% |
| 2023 | 2.05% | 2.68% |
| 2022 | 1.27% | 3.57% |
| 2021 | 9.74% | 1.44% |
| 2020 | 4.71% | 1.62% |
| 2019 | 0.00% | 1.87% |
| 2018 | 0.00% | 2.44% |
| 2017 | 0.00% | 1.90% |
| 2016 | 0.00% | 0.98% |
Select Stocks to Compare
Popular: RISN vs SPYRFDA vs SPY
More Comparisons
Compare with similar stocks