ALPS Active Equity Opportunity ETF
$75.88−0.79 (−1.03%) past 5 days
Market opens at 9:30 AM ET.
- 0.48%
- $30M
- +15.4%
- 0.64%
- 1.06K sh
- low $64.05high $77.75
The ETF.net RFFC Grade
B
Score 64 out of 100
- 12 of 44
Score 64 of 100 falls in the B band. A is 70 or higher, B 55 to under 70, C 40 to under 55, D 25 to under 40, F under 25.
Cost
The fund’s net expense ratio, ranked against its category.B67 out of 100Rank 15 of 44Mission
Whether the fund did what it promised, tested against its stated mandate.Risk
How the fund held up when markets fell: downside volatility, drawdowns and tail loss.A70 out of 100Rank 8 of 42Tradability
How easy the fund is to trade: daily volume, and how far its price strays from net asset value.C53 out of 100Rank 24 of 44Holdings
How concentrated the fund is, and how complete and current its disclosed holdings are.B67 out of 100Rank 16 of 44Durability
Whether the fund is likely to stay open, judged by its age, its assets and its issuer’s assets.B57 out of 100Rank 23 of 44
Our read on RFFC
In short
BMost active equity funds ask you to trust a stock picker. RFFC leans on one hard number instead: return on invested capital, applied to an S&P Composite 1500 opportunity set, at a fee below most of its active peers.
Stated mandate
RFFC is designed to pursue capital appreciation.
Why people hold it
Worth knowing
RFFC Performance
Shows how $10,000 changes over the selected period, with cash distributions reinvested at the closing price on each ex-dividend date.
RFFC$11,537
Returns run to the Oct 30, 2026 close, with cash distributions reinvested. Each period starts on the same date that many months or years earlier. Periods over one year show the average yearly return.
| Period | RFFC |
|---|---|
| Year to date | +13.7% |
| 1 month | −0.9% |
| 3 months | +1.5% |
| 1 year | +15.4% |
| 3 years | +23.1% |
| 5 years | +11.3% |
| 10 years | +12.8% |
Calendar-year total return with cash distributions hypothetically reinvested at the ex-dividend date’s closing price. The current year shows year to date.
| Year | Return bar | RFFC |
|---|---|---|
| 2026 YTD | +13.7% | |
| 2025 | +16.8% | |
| 2024 | +23.5% | |
| 2023 | +19.5% | |
| 2022 | −14.6% | |
| 2021 | +22.3% | |
| 2020 | +12.0% |
RFFC in the news
RFFC Dividends
- 0.64%
- $0.48
- $0.13 per share
- Quarterly
RFFC Risk
- 11.8%
How it’s calculated: standard deviation
The sample standard deviation of monthly total returns, multiplied by the square root of 12.
Uses up to 36 complete months, with at least 12 required. Total returns include reinvested distributions.
- 1.45
How it’s calculated: Sharpe ratio
Subtract each month’s Treasury-bill return from the fund’s monthly total return.
Divide the average of those excess returns by their sample standard deviation, then multiply by the square root of 12.
Uses up to 36 complete months, with at least 12 required. Each month uses the Treasury yield quoted at the end of the previous month.
- −22.3%
How it’s calculated: maximum drawdown
The largest percentage decline from an earlier peak, using total returns with reinvested distributions.
Uses up to five years through the last close, with at least 12 months required.
- 0.92
How it’s calculated: beta
The beta figure is supplied by FMP. The comparison index depends on the fund’s broad asset class.
FMP measures it over up to five years of monthly returns.
RFFC Cost
Overpaying vs AVTM, cheapest in Global Active Equity
$5,047
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
RFFC 0.48%
$9,605
AVTM 0.22% Cheapest
$4,558
Cost over time
Year by year
| Year | RFFC | AVTM | Overpaying |
|---|---|---|---|
| 10 | $865 | $401 | $464 |
| 20 | $3,328 | $1,561 | $1,767 |
| 30 | $9,605 | $4,558 | $5,047 |
Other funds in Global Active Equity
- BCGGECapital Group Global Equity ETFExpense ratio 0.47%1 year return +8.9%
- BJGLOJPMorgan Global Select Equity ETFExpense ratio 0.47%1 year return +5.0%
- BRGEFRockefeller Global Equity ETFExpense ratio 0.55%1 year return +13.4%
- BAAVMAlpha Architect Global Factor Equity ETFExpense ratio 0.38%1 year return +19.5%
- BAVOSAvos Global Equities ETFExpense ratio 0.64%1 year return