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BKE vs. RDIV
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Key characteristics


BKERDIV
YTD Return-16.66%-0.44%
1Y Return17.69%8.34%
3Y Return (Ann)7.05%6.09%
5Y Return (Ann)26.95%6.53%
10Y Return (Ann)8.41%8.91%
Sharpe Ratio0.590.45
Daily Std Dev30.61%18.79%
Max Drawdown-71.08%-49.97%
Current Drawdown-17.63%-6.15%

Correlation

-0.50.00.51.00.5

The correlation between BKE and RDIV is 0.47, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Performance

BKE vs. RDIV - Performance Comparison

In the year-to-date period, BKE achieves a -16.66% return, which is significantly lower than RDIV's -0.44% return. Over the past 10 years, BKE has underperformed RDIV with an annualized return of 8.41%, while RDIV has yielded a comparatively higher 8.91% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.


-10.00%0.00%10.00%20.00%30.00%40.00%NovemberDecember2024FebruaryMarchApril
11.75%
21.76%
BKE
RDIV

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


The Buckle, Inc.

Invesco S&P Ultra Dividend Revenue ETF

Risk-Adjusted Performance

BKE vs. RDIV - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for The Buckle, Inc. (BKE) and Invesco S&P Ultra Dividend Revenue ETF (RDIV). 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.


BKE
Sharpe ratio
The chart of Sharpe ratio for BKE, currently valued at 0.59, compared to the broader market-2.00-1.000.001.002.003.000.59
Sortino ratio
The chart of Sortino ratio for BKE, currently valued at 0.98, compared to the broader market-4.00-2.000.002.004.000.98
Omega ratio
The chart of Omega ratio for BKE, currently valued at 1.13, compared to the broader market0.501.001.501.13
Calmar ratio
The chart of Calmar ratio for BKE, currently valued at 0.54, compared to the broader market0.001.002.003.004.005.000.54
Martin ratio
The chart of Martin ratio for BKE, currently valued at 1.93, compared to the broader market0.0010.0020.0030.001.93
RDIV
Sharpe ratio
The chart of Sharpe ratio for RDIV, currently valued at 0.45, compared to the broader market-2.00-1.000.001.002.003.000.45
Sortino ratio
The chart of Sortino ratio for RDIV, currently valued at 0.82, compared to the broader market-4.00-2.000.002.004.000.82
Omega ratio
The chart of Omega ratio for RDIV, currently valued at 1.09, compared to the broader market0.501.001.501.09
Calmar ratio
The chart of Calmar ratio for RDIV, currently valued at 0.34, compared to the broader market0.001.002.003.004.005.000.34
Martin ratio
The chart of Martin ratio for RDIV, currently valued at 1.33, compared to the broader market0.0010.0020.0030.001.33

BKE vs. RDIV - Sharpe Ratio Comparison

The current BKE Sharpe Ratio is 0.59, which is higher than the RDIV Sharpe Ratio of 0.45. The chart below compares the 12-month rolling Sharpe Ratio of BKE and RDIV.


Rolling 12-month Sharpe Ratio-0.500.000.501.00NovemberDecember2024FebruaryMarchApril
0.59
0.45
BKE
RDIV

Dividends

BKE vs. RDIV - Dividend Comparison

BKE's dividend yield for the trailing twelve months is around 10.63%, more than RDIV's 4.15% yield.


TTM20232022202120202019201820172016201520142013
BKE
The Buckle, Inc.
10.63%8.52%2.32%16.52%14.21%7.40%14.22%7.37%8.77%11.99%3.96%1.11%
RDIV
Invesco S&P Ultra Dividend Revenue ETF
4.15%3.93%3.44%3.31%4.93%3.85%4.32%4.26%3.12%4.49%3.36%0.92%

Drawdowns

BKE vs. RDIV - Drawdown Comparison

The maximum BKE drawdown since its inception was -71.08%, which is greater than RDIV's maximum drawdown of -49.97%. Use the drawdown chart below to compare losses from any high point for BKE and RDIV. For additional features, visit the drawdowns tool.


-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2024FebruaryMarchApril
-17.63%
-6.15%
BKE
RDIV

Volatility

BKE vs. RDIV - Volatility Comparison

The Buckle, Inc. (BKE) has a higher volatility of 8.31% compared to Invesco S&P Ultra Dividend Revenue ETF (RDIV) at 5.38%. This indicates that BKE's price experiences larger fluctuations and is considered to be riskier than RDIV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%NovemberDecember2024FebruaryMarchApril
8.31%
5.38%
BKE
RDIV