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ATFV vs RFFC

Alger 35 ETF vs ALPS Active Equity Opportunity ETF

ATFV

Alger 35 ETF

Alger

Annual cost

0.56%

Fund size

$141M

RFFC

ALPS Active Equity Opportunity ETF

ALPS

Annual cost

0.48%

Fund size

$29M

Key differences

  • RFFC costs 0.08% less per year.
  • ATFV is significantly larger than RFFC — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, ATFV has delivered higher annualized returns.
  • RFFC has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

ATFVRFFC
Annual cost (TER)0.56%0.48%
Fund size (AUM)$141M$29M
Since20212016
Dividend yield0.19%0.74%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+50.0%+29.1%
CAGR 3Y+39.5%+21.9%
CAGR 5Y+16.0%+12.6%
Sharpe 3Y1.271.24
Volatility 1Y22.64%12.11%
Max drawdown-45.34%-36.26%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to ATFV and RFFC