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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RDFI or VOO.
Correlation
The correlation between RDFI and VOO is 0.51, 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. VOO - Performance Comparison
Key characteristics
RDFI:
2.05
VOO:
1.89
RDFI:
2.88
VOO:
2.54
RDFI:
1.41
VOO:
1.35
RDFI:
1.30
VOO:
2.83
RDFI:
6.57
VOO:
11.83
RDFI:
2.19%
VOO:
2.02%
RDFI:
7.02%
VOO:
12.66%
RDFI:
-23.71%
VOO:
-33.99%
RDFI:
-1.59%
VOO:
-0.42%
Returns By Period
In the year-to-date period, RDFI achieves a 3.07% return, which is significantly lower than VOO's 4.17% return.
RDFI
3.07%
1.78%
2.67%
14.12%
N/A
N/A
VOO
4.17%
1.23%
10.51%
24.45%
14.68%
13.26%
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RDFI vs. VOO - Expense Ratio Comparison
RDFI has a 3.69% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
RDFI vs. VOO — Risk-Adjusted Performance Rank
RDFI
VOO
RDFI vs. VOO - Risk-Adjusted Performance 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.
Dividends
RDFI vs. VOO - Dividend Comparison
RDFI's dividend yield for the trailing twelve months is around 8.13%, more than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RDFI Rareview Dynamic Fixed Income ETF | 8.13% | 8.14% | 7.38% | 4.70% | 6.78% | 1.01% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
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. For additional features, visit the drawdowns tool.
Volatility
RDFI vs. VOO - Volatility Comparison
The current volatility for Rareview Dynamic Fixed Income ETF (RDFI) is 1.14%, while Vanguard S&P 500 ETF (VOO) has a volatility of 2.94%. 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.