BKE vs. RDIV
Compare and contrast key facts about The Buckle, Inc. (BKE) and Invesco S&P Ultra Dividend Revenue ETF (RDIV).
RDIV is a passively managed fund by Invesco that tracks the performance of the S&P 900 Dividend Revenue-Weighted Index. It was launched on Oct 1, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BKE or RDIV.
Performance
BKE vs. RDIV - Performance Comparison
Returns By Period
In the year-to-date period, BKE achieves a 10.48% return, which is significantly lower than RDIV's 20.54% return. Both investments have delivered pretty close results over the past 10 years, with BKE having a 9.84% annualized return and RDIV not far ahead at 9.97%.
BKE
10.48%
7.25%
29.39%
39.26%
29.76%
9.84%
RDIV
20.54%
0.41%
13.74%
38.05%
10.13%
9.97%
Key characteristics
| BKE | RDIV | |
|---|---|---|
| Sharpe Ratio | 1.56 | 2.43 |
| Sortino Ratio | 2.18 | 3.42 |
| Omega Ratio | 1.27 | 1.43 |
| Calmar Ratio | 2.49 | 2.22 |
| Martin Ratio | 4.35 | 17.12 |
| Ulcer Index | 11.58% | 2.16% |
| Daily Std Dev | 31.30% | 15.22% |
| Max Drawdown | -71.08% | -49.97% |
| Current Drawdown | -2.09% | -0.60% |
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Correlation
The correlation between BKE and RDIV is 0.48, 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.
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.
Dividends
BKE vs. RDIV - Dividend Comparison
BKE's dividend yield for the trailing twelve months is around 8.16%, more than RDIV's 3.63% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BKE The Buckle, Inc. | 8.16% | 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 | 3.63% | 3.93% | 3.44% | 3.32% | 4.93% | 3.84% | 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.
Volatility
BKE vs. RDIV - Volatility Comparison
The Buckle, Inc. (BKE) has a higher volatility of 8.65% compared to Invesco S&P Ultra Dividend Revenue ETF (RDIV) at 4.16%. 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.