Screener
RFCI vs BRTR
ALPS Dynamic Core Income ETF vs iShares Total Return Active ETF
Key differences
Both RFCI and BRTR are fixed income ETFs. RFCI charges 0.51% a year and BRTR 0.38%. The main difference: BRTR costs 0.13% less per year.
- BRTR costs 0.13% less per year.
- BRTR is much larger than RFCI. Larger funds are usually more liquid and less likely to close.
- RFCI has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| RFCI | BRTR | |
|---|---|---|
| Annual cost (TER) | 0.51% | 0.38% |
| Fund size (AUM) | $16M | $663M |
| Since | 2016 | 2023 |
| Dividend yield | 4.53% | 4.65% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +4.5% | +5.6% |
| CAGR 3Y | +4.9% | N/A |
| CAGR 5Y | +1.2% | N/A |
| Sharpe 3Y | 0.28 | N/A |
| Volatility 1Y | 3.52% | 3.64% |
| Max drawdown | -14.52% | -5.07% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.