DELKY vs. RDVI
DELKY (Delek Group Ltd) is a stock, while RDVI (FT Cboe Vest Rising Dividend Achievers Target Income ETF) is Derivative Income fund tracking the NASDAQ US Rising Dividend Achievers. Over the past 3 years, DELKY returned 46.43%/yr vs 20.71%/yr for RDVI. At a 0.09 correlation, their price movements are largely independent.
Performance
DELKY vs. RDVI - Performance Comparison
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Returns By Period
In the year-to-date period, DELKY achieves a 12.63% return, which is significantly lower than RDVI's 14.84% return.
DELKY
- 1D
- -0.70%
- 1M
- -15.08%
- YTD
- 12.63%
- 6M
- 11.33%
- 1Y
- 53.41%
- 3Y*
- 46.43%
- 5Y*
- 50.61%
- 10Y*
- —
RDVI
- 1D
- 0.76%
- 1M
- 6.01%
- YTD
- 14.84%
- 6M
- 13.24%
- 1Y
- 31.37%
- 3Y*
- 20.71%
- 5Y*
- —
- 10Y*
- —
DELKY vs. RDVI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
DELKY Delek Group Ltd | 12.63% | 121.25% | 15.07% | 43.97% | -28.32% |
RDVI FT Cboe Vest Rising Dividend Achievers Target Income ETF | 14.84% | 17.93% | 14.56% | 18.63% | 8.29% |
Correlation
The correlation between DELKY and RDVI is 0.01, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.01 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.10 |
Correlation (All Time) Calculated using the full available price history since Oct 20, 2022 | 0.09 |
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Return for Risk
DELKY vs. RDVI — Risk / Return Rank
DELKY
RDVI
DELKY vs. RDVI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Delek Group Ltd (DELKY) and FT Cboe Vest Rising Dividend Achievers Target Income ETF (RDVI). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| DELKY | RDVI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.48 | ||
| Sortino ratioReturn per unit of downside risk | -1.69 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.40 | -0.14 |
| Calmar ratioReturn relative to maximum drawdown | 1.44 | 3.72 | -2.28 |
| Martin ratioReturn relative to average drawdown | 4.67 | 15.68 | -11.02 |
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Drawdowns
DELKY vs. RDVI - Drawdown Comparison
The maximum DELKY drawdown since its inception was -52.02%, which is greater than RDVI's maximum drawdown of -18.35%. Use the drawdown chart below to compare losses from any high point for DELKY and RDVI.
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Drawdown Indicators
| DELKY | RDVI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.02% | -18.35% | -33.67% |
Max Drawdown (1Y)Largest decline over 1 year | -37.37% | -8.48% | -28.89% |
Max Drawdown (3Y)Largest decline over 3 years | -37.37% | -18.35% | -19.02% |
Max Drawdown (5Y)Largest decline over 5 years | -52.02% | — | — |
Current DrawdownCurrent decline from peak | -37.37% | 0.00% | -37.37% |
Average DrawdownAverage peak-to-trough decline | -16.06% | -3.14% | -12.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.48% | 2.01% | +9.47% |
Volatility
DELKY vs. RDVI - Volatility Comparison
Delek Group Ltd (DELKY) has a higher volatility of 20.11% compared to FT Cboe Vest Rising Dividend Achievers Target Income ETF (RDVI) at 4.65%. This indicates that DELKY's price experiences larger fluctuations and is considered to be riskier than RDVI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DELKY | RDVI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 20.11% | 4.65% | +15.46% |
Volatility (6M)Calculated over the trailing 6-month period | 59.15% | 11.04% | +48.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 66.05% | 13.78% | +52.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 56.86% | 16.95% | +39.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 64.42% | 16.95% | +47.47% |
Dividends
DELKY vs. RDVI - Dividend Comparison
DELKY's dividend yield for the trailing twelve months is around 6.19%, less than RDVI's 7.56% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
DELKY Delek Group Ltd | 6.19% | 6.24% | 12.56% | 17.80% | 0.00% |
RDVI FT Cboe Vest Rising Dividend Achievers Target Income ETF | 7.56% | 8.10% | 8.62% | 8.45% | 1.53% |
Frequently Asked Questions
DELKY and RDVI have a correlation of 0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DELKY has higher volatility (20.11%) compared to RDVI (4.65%). In terms of maximum drawdown, DELKY dropped -52.02% vs RDVI's -18.35%.
RDVI currently has the higher Sharpe Ratio (2.29 vs 0.81), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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