HARD vs. BRCAX
Compare and contrast key facts about Simplify Commodities Strategy No K-1 ETF (HARD) and Invesco Balanced-Risk Commodity Strategy Fund Class A (BRCAX).
HARD is an actively managed fund by Simplify. It was launched on Mar 27, 2023. BRCAX is managed by Invesco. It was launched on Nov 30, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HARD or BRCAX.
Correlation
The correlation between HARD and BRCAX is -0.80. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
HARD vs. BRCAX - Performance Comparison
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Key characteristics
HARD:
22.04%
BRCAX:
12.59%
HARD:
-1.48%
BRCAX:
-60.99%
HARD:
0.00%
BRCAX:
-20.88%
Returns By Period
HARD
N/A
N/A
N/A
N/A
N/A
N/A
BRCAX
3.16%
2.35%
-0.76%
-0.32%
13.03%
2.24%
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HARD vs. BRCAX - Expense Ratio Comparison
HARD has a 0.75% expense ratio, which is lower than BRCAX's 1.40% expense ratio.
Risk-Adjusted Performance
HARD vs. BRCAX — Risk-Adjusted Performance Rank
HARD
BRCAX
HARD vs. BRCAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Simplify Commodities Strategy No K-1 ETF (HARD) and Invesco Balanced-Risk Commodity Strategy Fund Class A (BRCAX). 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.
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Dividends
HARD vs. BRCAX - Dividend Comparison
HARD's dividend yield for the trailing twelve months is around 3.22%, more than BRCAX's 2.44% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
HARD Simplify Commodities Strategy No K-1 ETF | 3.22% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
BRCAX Invesco Balanced-Risk Commodity Strategy Fund Class A | 2.44% | 2.52% | 3.38% | 9.99% | 16.91% | 0.00% | 0.89% | 0.15% | 0.00% | 2.57% |
Drawdowns
HARD vs. BRCAX - Drawdown Comparison
The maximum HARD drawdown since its inception was -1.48%, smaller than the maximum BRCAX drawdown of -60.99%. Use the drawdown chart below to compare losses from any high point for HARD and BRCAX. For additional features, visit the drawdowns tool.
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Volatility
HARD vs. BRCAX - Volatility Comparison
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