RDFI vs. CEMB
Compare and contrast key facts about Rareview Dynamic Fixed Income ETF (RDFI) and iShares J.P. Morgan EM Corporate Bond ETF (CEMB).
RDFI and CEMB are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. RDFI is an actively managed fund by Rareview Funds. It was launched on Oct 20, 2020. CEMB is a passively managed fund by iShares that tracks the performance of the JP Morgan CEMBI Broad Diversified. It was launched on Apr 17, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RDFI or CEMB.
Correlation
The correlation between RDFI and CEMB is 0.54, 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.
Performance
RDFI vs. CEMB - Performance Comparison
Key characteristics
RDFI:
2.02
CEMB:
2.12
RDFI:
2.84
CEMB:
3.06
RDFI:
1.40
CEMB:
1.41
RDFI:
1.28
CEMB:
1.08
RDFI:
6.46
CEMB:
8.46
RDFI:
2.19%
CEMB:
0.88%
RDFI:
7.03%
CEMB:
3.53%
RDFI:
-23.71%
CEMB:
-20.84%
RDFI:
-1.75%
CEMB:
-0.01%
Returns By Period
In the year-to-date period, RDFI achieves a 2.90% return, which is significantly higher than CEMB's 1.92% return.
RDFI
2.90%
1.78%
2.14%
13.58%
N/A
N/A
CEMB
1.92%
1.38%
1.68%
7.35%
1.12%
3.47%
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RDFI vs. CEMB - Expense Ratio Comparison
RDFI has a 3.69% expense ratio, which is higher than CEMB's 0.50% expense ratio.
Risk-Adjusted Performance
RDFI vs. CEMB — Risk-Adjusted Performance Rank
RDFI
CEMB
RDFI vs. CEMB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Rareview Dynamic Fixed Income ETF (RDFI) and iShares J.P. Morgan EM Corporate Bond ETF (CEMB). 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
RDFI vs. CEMB - Dividend Comparison
RDFI's dividend yield for the trailing twelve months is around 8.15%, more than CEMB's 5.10% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RDFI Rareview Dynamic Fixed Income ETF | 8.15% | 8.14% | 7.38% | 4.70% | 6.78% | 1.01% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
CEMB iShares J.P. Morgan EM Corporate Bond ETF | 5.10% | 5.11% | 4.77% | 4.28% | 3.51% | 3.86% | 4.19% | 4.66% | 4.06% | 4.25% | 4.76% | 4.23% |
Drawdowns
RDFI vs. CEMB - Drawdown Comparison
The maximum RDFI drawdown since its inception was -23.71%, which is greater than CEMB's maximum drawdown of -20.84%. Use the drawdown chart below to compare losses from any high point for RDFI and CEMB. For additional features, visit the drawdowns tool.
Volatility
RDFI vs. CEMB - Volatility Comparison
Rareview Dynamic Fixed Income ETF (RDFI) has a higher volatility of 1.14% compared to iShares J.P. Morgan EM Corporate Bond ETF (CEMB) at 0.72%. This indicates that RDFI's price experiences larger fluctuations and is considered to be riskier than CEMB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.