Correlation
The correlation between RDIV and BKE is 0.41, 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.
RDIV vs. BKE
Compare and contrast key facts about Invesco S&P Ultra Dividend Revenue ETF (RDIV) and The Buckle, Inc. (BKE).
RDIV is a passively managed fund by Invesco that tracks the performance of the S&P 900 Dividend Revenue-Weighted Index. It was launched on Oct 1, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RDIV or BKE.
Performance
RDIV vs. BKE - Performance Comparison
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Key characteristics
RDIV:
0.51
BKE:
0.77
RDIV:
0.86
BKE:
1.34
RDIV:
1.12
BKE:
1.16
RDIV:
0.56
BKE:
0.82
RDIV:
1.72
BKE:
1.93
RDIV:
5.85%
BKE:
14.46%
RDIV:
18.48%
BKE:
34.06%
RDIV:
-49.97%
BKE:
-71.08%
RDIV:
-9.19%
BKE:
-15.77%
Returns By Period
In the year-to-date period, RDIV achieves a -1.69% return, which is significantly higher than BKE's -10.35% return. Over the past 10 years, RDIV has underperformed BKE with an annualized return of 9.02%, while BKE has yielded a comparatively higher 10.35% annualized return.
RDIV
-1.69%
2.18%
-9.19%
5.87%
6.18%
16.16%
9.02%
BKE
-10.35%
21.19%
-12.56%
20.28%
19.61%
38.86%
10.35%
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Risk-Adjusted Performance
RDIV vs. BKE — Risk-Adjusted Performance Rank
RDIV
BKE
RDIV vs. BKE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco S&P Ultra Dividend Revenue ETF (RDIV) and The Buckle, Inc. (BKE). 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.
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Dividends
RDIV vs. BKE - Dividend Comparison
RDIV's dividend yield for the trailing twelve months is around 4.18%, less than BKE's 9.15% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RDIV Invesco S&P Ultra Dividend Revenue ETF | 4.18% | 4.07% | 3.93% | 3.44% | 3.32% | 4.93% | 3.84% | 4.32% | 4.26% | 3.12% | 4.49% | 3.36% |
BKE The Buckle, Inc. | 9.15% | 7.68% | 8.52% | 2.32% | 16.52% | 14.21% | 7.40% | 14.22% | 7.37% | 8.77% | 11.99% | 3.96% |
Drawdowns
RDIV vs. BKE - Drawdown Comparison
The maximum RDIV drawdown since its inception was -49.97%, smaller than the maximum BKE drawdown of -71.08%. Use the drawdown chart below to compare losses from any high point for RDIV and BKE.
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Volatility
RDIV vs. BKE - Volatility Comparison
The current volatility for Invesco S&P Ultra Dividend Revenue ETF (RDIV) is 5.34%, while The Buckle, Inc. (BKE) has a volatility of 9.38%. This indicates that RDIV experiences smaller price fluctuations and is considered to be less risky than BKE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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