Screener
SMTH vs RFCI
ALPS Smith Core Plus Bond ETF vs ALPS Dynamic Core Income ETF
Key differences
Both SMTH and RFCI are fixed income ETFs. SMTH charges 0.59% a year and RFCI 0.51%. The main difference: SMTH covers North America; RFCI covers global markets.
- SMTH covers North America; RFCI covers global markets.
- RFCI costs 0.08% less per year.
- SMTH 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
| SMTH | RFCI | |
|---|---|---|
| Annual cost (TER) | 0.59% | 0.51% |
| Fund size (AUM) | $2.7B | $16M |
| Since | 2023 | 2016 |
| Dividend yield | 4.40% | 4.53% |
| Asset class | fixed income | fixed income |
| Region | north america | global |
| Strategy | active selection | active selection |
| CAGR 1Y | +5.0% | +4.5% |
| CAGR 3Y | N/A | +4.9% |
| CAGR 5Y | N/A | +1.2% |
| Sharpe 3Y | N/A | 0.28 |
| Volatility 1Y | 3.84% | 3.52% |
| Max drawdown | -4.10% | -14.52% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.