RCD vs. VCR
Compare and contrast key facts about Invesco S&P 500® Equal Weight Consumer Discretionary ETF (RCD) and Vanguard Consumer Discretionary ETF (VCR).
RCD and VCR are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. RCD is a passively managed fund by Invesco that tracks the performance of the S&P 500 Equal Weighted / Consumer Discretionary -SEC. It was launched on Nov 1, 2006. VCR is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Consumer Discretionary 25/50 Index. It was launched on Jan 26, 2004. Both RCD and VCR are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RCD or VCR.
Correlation
The correlation between RCD and VCR is 0.86, 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
RCD vs. VCR - Performance Comparison
Key characteristics
RCD:
-0.93
VCR:
0.35
RCD:
-0.90
VCR:
0.61
RCD:
0.64
VCR:
1.08
RCD:
-0.54
VCR:
0.35
RCD:
-1.74
VCR:
1.12
RCD:
29.54%
VCR:
6.46%
RCD:
55.02%
VCR:
20.80%
RCD:
-95.30%
VCR:
-61.54%
RCD:
-95.15%
VCR:
-16.01%
Returns By Period
In the year-to-date period, RCD achieves a -1.98% return, which is significantly higher than VCR's -10.34% return. Over the past 10 years, RCD has underperformed VCR with an annualized return of -21.47%, while VCR has yielded a comparatively higher 11.99% annualized return.
RCD
-1.98%
-0.54%
-52.23%
-50.42%
-33.07%
-21.47%
VCR
-10.34%
-3.73%
0.45%
9.00%
21.22%
11.99%
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RCD vs. VCR - Expense Ratio Comparison
RCD has a 0.40% expense ratio, which is higher than VCR's 0.10% expense ratio.
Risk-Adjusted Performance
RCD vs. VCR — Risk-Adjusted Performance Rank
RCD
VCR
RCD vs. VCR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco S&P 500® Equal Weight Consumer Discretionary ETF (RCD) and Vanguard Consumer Discretionary ETF (VCR). 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
RCD vs. VCR - Dividend Comparison
RCD's dividend yield for the trailing twelve months is around 2.46%, more than VCR's 0.87% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RCD Invesco S&P 500® Equal Weight Consumer Discretionary ETF | 2.46% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VCR Vanguard Consumer Discretionary ETF | 0.87% | 0.74% | 0.84% | 0.98% | 0.79% | 1.71% | 1.17% | 1.37% | 1.21% | 1.60% | 1.32% | 1.23% |
Drawdowns
RCD vs. VCR - Drawdown Comparison
The maximum RCD drawdown since its inception was -95.30%, which is greater than VCR's maximum drawdown of -61.54%. Use the drawdown chart below to compare losses from any high point for RCD and VCR. For additional features, visit the drawdowns tool.
Volatility
RCD vs. VCR - Volatility Comparison
The current volatility for Invesco S&P 500® Equal Weight Consumer Discretionary ETF (RCD) is 2.91%, while Vanguard Consumer Discretionary ETF (VCR) has a volatility of 9.00%. This indicates that RCD experiences smaller price fluctuations and is considered to be less risky than VCR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.