CRUZ vs. RCL
Compare and contrast key facts about Defiance Hotel, Airline, and Cruise ETF (CRUZ) and Royal Caribbean Cruises Ltd. (RCL).
CRUZ is a passively managed fund by Defiance that tracks the performance of the BlueStar Hotels, Airlines, and Cruises. It was launched on Jun 3, 2021.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CRUZ or RCL.
Correlation
The correlation between CRUZ and RCL is 0.81, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
CRUZ vs. RCL - Performance Comparison
Key characteristics
CRUZ:
1.32
RCL:
2.89
CRUZ:
1.87
RCL:
3.48
CRUZ:
1.24
RCL:
1.48
CRUZ:
1.09
RCL:
5.41
CRUZ:
5.05
RCL:
19.03
CRUZ:
4.70%
RCL:
5.49%
CRUZ:
18.05%
RCL:
36.20%
CRUZ:
-43.45%
RCL:
-89.49%
CRUZ:
-7.45%
RCL:
-14.75%
Returns By Period
In the year-to-date period, CRUZ achieves a -0.67% return, which is significantly lower than RCL's 1.55% return.
CRUZ
-0.67%
-3.37%
25.72%
20.87%
N/A
N/A
RCL
1.55%
-0.80%
44.32%
92.03%
17.55%
13.11%
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Risk-Adjusted Performance
CRUZ vs. RCL — Risk-Adjusted Performance Rank
CRUZ
RCL
CRUZ vs. RCL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Defiance Hotel, Airline, and Cruise ETF (CRUZ) and Royal Caribbean Cruises Ltd. (RCL). 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
CRUZ vs. RCL - Dividend Comparison
CRUZ's dividend yield for the trailing twelve months is around 1.15%, more than RCL's 0.41% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CRUZ Defiance Hotel, Airline, and Cruise ETF | 1.15% | 1.15% | 1.12% | 0.13% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
RCL Royal Caribbean Cruises Ltd. | 0.41% | 0.41% | 0.00% | 0.00% | 0.00% | 1.04% | 2.22% | 2.66% | 1.81% | 2.08% | 1.33% | 1.33% |
Drawdowns
CRUZ vs. RCL - Drawdown Comparison
The maximum CRUZ drawdown since its inception was -43.45%, smaller than the maximum RCL drawdown of -89.49%. Use the drawdown chart below to compare losses from any high point for CRUZ and RCL. For additional features, visit the drawdowns tool.
Volatility
CRUZ vs. RCL - Volatility Comparison
The current volatility for Defiance Hotel, Airline, and Cruise ETF (CRUZ) is 5.88%, while Royal Caribbean Cruises Ltd. (RCL) has a volatility of 16.43%. This indicates that CRUZ experiences smaller price fluctuations and is considered to be less risky than RCL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.