FIFT vs RFDA

FIFT vs RFDA

Which is better, FIFT or RFDA?

RFDA costs less.

RFDA has a lower expense ratio. FIFT is less concentrated, with 21.0% of the fund in its ten largest positions against 27.8%.

Lower Fees: RFDALess Concentrated: FIFT

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricFIFTRFDA
Expense Ratio1.35%0.52%Best
AUM$67M$76M
Dividend Yield0.00%1.98%
Holdings5078
YTD Price Return-+13.81%
1Y Price Return-+14.75%
3Y Price Return (annualized)-+16.90%
5Y Price Return (annualized)-+9.28%
Volatility (annualized)-15.1%
Max Drawdown--34.8%
Top 10 Weight21.0%Best27.8%
Fund FamilyHoward Capital ManagementALPS Advisors
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Value
InceptionOct 21, 2026Jun 6, 2016

Not shown on this pair: $10,000 over the window.

Returns are price returns and exclude distributions, because our data feed carries no adjusted close for FIFT. We have no price series for FIFT, so there is nothing to compare it against. FIFT yields 0.00% and RFDA 1.98% on top.

Compare FIFT against instead:FIFT vs SPYFIFT vs QQQFIFT vs VOOFIFT vs VTIRFDA against:RFDA vs VXUS

FIFT vs RFDA Performance

HCM Select 50 ETF (FIFT) is an ETF from Howard Capital Management and ALPS Dynamic US Dividend Advantage ETF (RFDA) is an ETF from ALPS Advisors.

Fees and Cost Over Time

FIFT charges 1.35% per year while RFDA charges 0.52%. On a $10,000 position that is $135 vs $52 annually, a gap of $83 per year that compounds over a long holding period. On income, FIFT currently yields 0.00% against 1.98% for RFDA.

Holdings Overlap

FIFT already in RFDA31.4%
RFDA already in FIFT16.8%

31.4% of FIFT's money is in holdings RFDA also owns. 16.8% of RFDA's money is in holdings FIFT also owns.

The two portfolios partly overlap.

16 positions in common, counted across the 50 positions we hold weights for in FIFT and 76 in RFDA, against full books of 50 and 78.

What only one of them owns

Measured across the 50 and 76 positions we hold weights for.

RFDA holds 56 positions FIFT does not, 75.6% of the fund.

Largest: JNJ 3.27%, NVDA 2.99%, UNH 2.93%, JPM 2.92%, COP 2.89%

Top Shared Holdings

StockWeight in FIFTWeight in RFDADifference
BMYBristol-Myers Squibb Co.1.98%1.90%0.08%
MOAltria Group Inc.2.02%1.36%0.66%
VZVerizon Communications Inc Com Usd11.98%1.31%0.67%
NKENike Inc1.98%1.23%0.75%
PFEPfizer, Inc.1.98%1.18%0.80%
AMCRAmcor Plc Ordinary Shares2.03%1.04%0.99%
TAt&t Inc Com1.87%1.12%0.75%
KHCKraft Heinz Co.1.98%1.00%0.98%
EIXEdison International2.00%0.95%1.05%
DUKDuke Energy Corp.2.02%0.91%1.11%

31.4% of FIFT is already inside RFDA.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

FIFTRFDA

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, FIFT or RFDA?

FIFT has an expense ratio of 1.35% while RFDA charges 0.52%. RFDA is the cheaper option, by $83 a year on a $10,000 investment.

What is the holdings overlap between FIFT and RFDA?

31.4% of FIFT's money is in holdings RFDA also owns. 16.8% of RFDA's is in holdings FIFT also owns. They hold 16 positions in common, counted across the 50 positions we hold weights for in FIFT and 76 in RFDA.

Which pays a higher dividend, FIFT or RFDA?

FIFT yields 0.00% while RFDA yields 1.98%, so RFDA currently pays the higher dividend yield.

Is RFDA better than FIFT?

RFDA has a lower expense ratio. FIFT is less concentrated, with 21.0% of the fund in its ten largest positions against 27.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.