BESI.AS vs. RSPT
Compare and contrast key facts about BE Semiconductor Industries NV (BESI.AS) and Invesco S&P 500 Equal Weight Technology ETF (RSPT).
RSPT is a passively managed fund by Invesco that tracks the performance of the S&P 500® Information Technology Index. It was launched on Jan 11, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BESI.AS or RSPT.
Key characteristics
| BESI.AS | RSPT | |
|---|---|---|
| YTD Return | 0.30% | 7.92% |
| 1Y Return | 55.24% | 35.03% |
| 3Y Return (Ann) | 34.76% | 10.08% |
| 5Y Return (Ann) | 46.03% | 17.88% |
| 10Y Return (Ann) | 42.23% | 17.90% |
| Sharpe Ratio | 1.02 | 1.86 |
| Daily Std Dev | 43.12% | 18.30% |
| Max Drawdown | -96.13% | -58.91% |
| Current Drawdown | -23.11% | -1.53% |
Correlation
The correlation between BESI.AS and RSPT is 0.39, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
BESI.AS vs. RSPT - Performance Comparison
In the year-to-date period, BESI.AS achieves a 0.30% return, which is significantly lower than RSPT's 7.92% return. Over the past 10 years, BESI.AS has outperformed RSPT with an annualized return of 42.23%, while RSPT has yielded a comparatively lower 17.90% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
BESI.AS vs. RSPT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BE Semiconductor Industries NV (BESI.AS) and Invesco S&P 500 Equal Weight Technology ETF (RSPT). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
BESI.AS vs. RSPT - Dividend Comparison
BESI.AS's dividend yield for the trailing twelve months is around 1.60%, more than RSPT's 0.51% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BESI.AS BE Semiconductor Industries NV | 1.60% | 2.09% | 5.89% | 2.27% | 2.04% | 4.85% | 12.56% | 1.99% | 3.16% | 8.08% | 1.78% | 6.33% |
RSPT Invesco S&P 500 Equal Weight Technology ETF | 0.51% | 0.56% | 0.71% | 0.50% | 1.29% | 0.92% | 0.98% | 0.84% | 1.16% | 1.18% | 1.16% | 0.80% |
Drawdowns
BESI.AS vs. RSPT - Drawdown Comparison
The maximum BESI.AS drawdown since its inception was -96.13%, which is greater than RSPT's maximum drawdown of -58.91%. Use the drawdown chart below to compare losses from any high point for BESI.AS and RSPT. For additional features, visit the drawdowns tool.
Volatility
BESI.AS vs. RSPT - Volatility Comparison
BE Semiconductor Industries NV (BESI.AS) has a higher volatility of 11.67% compared to Invesco S&P 500 Equal Weight Technology ETF (RSPT) at 5.13%. This indicates that BESI.AS's price experiences larger fluctuations and is considered to be riskier than RSPT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.