RDFI vs. VOO
Compare and contrast key facts about Rareview Dynamic Fixed Income ETF (RDFI) and Vanguard S&P 500 ETF (VOO).
RDFI and VOO 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. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Performance
RDFI vs. VOO - Performance Comparison
Loading graphics...
RDFI vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
RDFI Rareview Dynamic Fixed Income ETF | -1.63% | 9.83% | 13.15% | 8.57% | -17.06% | 12.51% | 8.65% |
VOO Vanguard S&P 500 ETF | -4.42% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 9.61% |
Returns By Period
In the year-to-date period, RDFI achieves a -1.63% return, which is significantly higher than VOO's -4.42% return.
RDFI
- 1D
- 2.16%
- 1M
- -5.41%
- YTD
- -1.63%
- 6M
- -1.18%
- 1Y
- 5.64%
- 3Y*
- 9.09%
- 5Y*
- 2.89%
- 10Y*
- —
VOO
- 1D
- 2.86%
- 1M
- -5.01%
- YTD
- -4.42%
- 6M
- -1.84%
- 1Y
- 17.67%
- 3Y*
- 18.27%
- 5Y*
- 11.75%
- 10Y*
- 14.05%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
RDFI vs. VOO - Expense Ratio Comparison
RDFI has a 3.69% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
RDFI vs. VOO — Risk / Return Rank
RDFI
VOO
RDFI vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Rareview Dynamic Fixed Income ETF (RDFI) and Vanguard S&P 500 ETF (VOO). 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.
| RDFI | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.67 | 0.98 | -0.31 |
Sortino ratioReturn per unit of downside risk | 0.92 | 1.50 | -0.58 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.23 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.74 | 1.53 | -0.80 |
Martin ratioReturn relative to average drawdown | 3.00 | 7.29 | -4.29 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| RDFI | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.67 | 0.98 | -0.31 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.36 | 0.70 | -0.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.78 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.71 | 0.83 | -0.12 |
Correlation
The correlation between RDFI and VOO is 0.52, 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.
Dividends
RDFI vs. VOO - Dividend Comparison
RDFI's dividend yield for the trailing twelve months is around 8.39%, more than VOO's 1.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RDFI Rareview Dynamic Fixed Income ETF | 8.39% | 8.17% | 8.14% | 7.38% | 4.70% | 6.78% | 1.01% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
RDFI vs. VOO - Drawdown Comparison
The maximum RDFI drawdown since its inception was -23.71%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for RDFI and VOO.
Loading graphics...
Drawdown Indicators
| RDFI | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.71% | -33.99% | +10.28% |
Max Drawdown (1Y)Largest decline over 1 year | -8.01% | -11.98% | +3.97% |
Max Drawdown (5Y)Largest decline over 5 years | -23.71% | -24.52% | +0.81% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.99% | — |
Current DrawdownCurrent decline from peak | -6.02% | -6.29% | +0.27% |
Average DrawdownAverage peak-to-trough decline | -7.34% | -3.72% | -3.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.96% | 2.52% | -0.56% |
Volatility
RDFI vs. VOO - Volatility Comparison
The current volatility for Rareview Dynamic Fixed Income ETF (RDFI) is 4.47%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.29%. This indicates that RDFI experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| RDFI | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.47% | 5.29% | -0.82% |
Volatility (6M)Calculated over the trailing 6-month period | 5.70% | 9.44% | -3.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.40% | 18.10% | -9.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.06% | 16.82% | -8.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.96% | 17.99% | -10.03% |