CB vs. RYH
Compare and contrast key facts about Chubb Limited (CB) and Invesco S&P 500® Equal Weight Health Care ETF (RYH).
RYH is a passively managed fund by Invesco that tracks the performance of the S&P Equal Weight Index Health Care. It was launched on Nov 7, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CB or RYH.
Performance
CB vs. RYH - Performance Comparison
Returns By Period
CB
28.71%
-4.53%
5.70%
31.15%
15.65%
12.10%
RYH
N/A
N/A
N/A
N/A
N/A
N/A
Key characteristics
CB | RYH |
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Correlation
The correlation between CB and RYH 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.
Risk-Adjusted Performance
CB vs. RYH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Chubb Limited (CB) and Invesco S&P 500® Equal Weight Health Care ETF (RYH). 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
CB vs. RYH - Dividend Comparison
CB's dividend yield for the trailing twelve months is around 1.23%, while RYH has not paid dividends to shareholders.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Chubb Limited | 1.23% | 1.51% | 1.49% | 1.65% | 2.01% | 1.91% | 2.24% | 1.93% | 2.07% | 2.28% | 2.79% | 1.46% |
Invesco S&P 500® Equal Weight Health Care ETF | 0.00% | 0.69% | 0.64% | 0.50% | 0.51% | 0.54% | 0.53% | 0.47% | 0.48% | 0.49% | 0.43% | 0.42% |
Drawdowns
CB vs. RYH - Drawdown Comparison
Volatility
CB vs. RYH - Volatility Comparison
Chubb Limited (CB) has a higher volatility of 4.30% compared to Invesco S&P 500® Equal Weight Health Care ETF (RYH) at 0.00%. This indicates that CB's price experiences larger fluctuations and is considered to be riskier than RYH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.