PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
IRBO vs. RYH
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Performance

IRBO vs. RYH - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Robotics and Artificial Intelligence Multisector ETF (IRBO) and Invesco S&P 500® Equal Weight Health Care ETF (RYH). The values are adjusted to include any dividend payments, if applicable.

-10.00%-5.00%0.00%5.00%May 26Jun 02Jun 09Jun 16Jun 23Jun 30Jul 07Jul 14Jul 21Jul 28Aug 04Aug 11Aug 18Aug 25SeptemberSep 08
-1.33%
0
IRBO
RYH

Returns By Period


IRBO

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y (annualized)

N/A

10Y (annualized)

N/A

RYH

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y (annualized)

N/A

10Y (annualized)

N/A

Key characteristics


IRBORYH

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


IRBO vs. RYH - Expense Ratio Comparison

IRBO has a 0.47% expense ratio, which is higher than RYH's 0.40% expense ratio.


IRBO
iShares Robotics and Artificial Intelligence Multisector ETF
Expense ratio chart for IRBO: current value at 0.47% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.47%
Expense ratio chart for RYH: current value at 0.40% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.40%

Correlation

-0.50.00.51.00.6

The correlation between IRBO and RYH is 0.58, 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

IRBO vs. RYH - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Robotics and Artificial Intelligence Multisector ETF (IRBO) 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.


Sharpe ratio
No data
IRBO
RYH

Rolling 12-month Sharpe Ratio-1.00-0.500.000.501.001.50May 26Jun 02Jun 09Jun 16Jun 23Jun 30Jul 07Jul 14Jul 21Jul 28Aug 04Aug 11Aug 18Aug 25SeptemberSep 08
0.32
-1.00
IRBO
RYH

Dividends

IRBO vs. RYH - Dividend Comparison

Neither IRBO nor RYH has paid dividends to shareholders.


TTM20232022202120202019201820172016201520142013
IRBO
iShares Robotics and Artificial Intelligence Multisector ETF
0.54%0.62%0.13%1.14%0.53%0.69%0.34%0.00%0.00%0.00%0.00%0.00%
RYH
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

IRBO vs. RYH - Drawdown Comparison


-40.00%-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%May 26Jun 02Jun 09Jun 16Jun 23Jun 30Jul 07Jul 14Jul 21Jul 28Aug 04Aug 11Aug 18Aug 25SeptemberSep 08
-32.91%
-10.07%
IRBO
RYH

Volatility

IRBO vs. RYH - Volatility Comparison

iShares Robotics and Artificial Intelligence Multisector ETF (IRBO) has a higher volatility of 7.79% compared to Invesco S&P 500® Equal Weight Health Care ETF (RYH) at 0.00%. This indicates that IRBO'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.


0.00%2.00%4.00%6.00%8.00%10.00%May 26Jun 02Jun 09Jun 16Jun 23Jun 30Jul 07Jul 14Jul 21Jul 28Aug 04Aug 11Aug 18Aug 25SeptemberSep 08
7.79%
0
IRBO
RYH