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RDOG vs. KBWD
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between RDOG and KBWD is 0.63, 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.


-0.50.00.51.0
Correlation: 0.6

Performance

RDOG vs. KBWD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ALPS REIT Dividend Dogs ETF (RDOG) and Invesco KBW High Dividend Yield Financial ETF (KBWD). The values are adjusted to include any dividend payments, if applicable.

80.00%100.00%120.00%140.00%160.00%NovemberDecember2025FebruaryMarchApril
83.23%
122.05%
RDOG
KBWD

Key characteristics

Sharpe Ratio

RDOG:

0.13

KBWD:

0.02

Sortino Ratio

RDOG:

0.31

KBWD:

0.16

Omega Ratio

RDOG:

1.04

KBWD:

1.02

Calmar Ratio

RDOG:

0.09

KBWD:

0.02

Martin Ratio

RDOG:

0.36

KBWD:

0.09

Ulcer Index

RDOG:

6.76%

KBWD:

5.28%

Daily Std Dev

RDOG:

19.57%

KBWD:

19.60%

Max Drawdown

RDOG:

-69.88%

KBWD:

-58.63%

Current Drawdown

RDOG:

-21.05%

KBWD:

-11.45%

Returns By Period

In the year-to-date period, RDOG achieves a -7.46% return, which is significantly lower than KBWD's -4.37% return. Over the past 10 years, RDOG has underperformed KBWD with an annualized return of 1.72%, while KBWD has yielded a comparatively higher 3.32% annualized return.


RDOG

YTD

-7.46%

1M

-7.11%

6M

-12.19%

1Y

4.07%

5Y*

7.29%

10Y*

1.72%

KBWD

YTD

-4.37%

1M

-7.27%

6M

-3.99%

1Y

0.20%

5Y*

14.26%

10Y*

3.32%

*Annualized

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RDOG vs. KBWD - Expense Ratio Comparison

RDOG has a 0.35% expense ratio, which is lower than KBWD's 1.24% expense ratio.


Expense ratio chart for KBWD: current value is 1.24%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
KBWD: 1.24%
Expense ratio chart for RDOG: current value is 0.35%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
RDOG: 0.35%

Risk-Adjusted Performance

RDOG vs. KBWD — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

RDOG
The Risk-Adjusted Performance Rank of RDOG is 2727
Overall Rank
The Sharpe Ratio Rank of RDOG is 2828
Sharpe Ratio Rank
The Sortino Ratio Rank of RDOG is 2828
Sortino Ratio Rank
The Omega Ratio Rank of RDOG is 2727
Omega Ratio Rank
The Calmar Ratio Rank of RDOG is 2727
Calmar Ratio Rank
The Martin Ratio Rank of RDOG is 2727
Martin Ratio Rank

KBWD
The Risk-Adjusted Performance Rank of KBWD is 2020
Overall Rank
The Sharpe Ratio Rank of KBWD is 2020
Sharpe Ratio Rank
The Sortino Ratio Rank of KBWD is 2020
Sortino Ratio Rank
The Omega Ratio Rank of KBWD is 2020
Omega Ratio Rank
The Calmar Ratio Rank of KBWD is 2121
Calmar Ratio Rank
The Martin Ratio Rank of KBWD is 2020
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

RDOG vs. KBWD - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for ALPS REIT Dividend Dogs ETF (RDOG) and Invesco KBW High Dividend Yield Financial ETF (KBWD). 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.


The chart of Sharpe ratio for RDOG, currently valued at 0.13, compared to the broader market-1.000.001.002.003.004.00
RDOG: 0.13
KBWD: 0.02
The chart of Sortino ratio for RDOG, currently valued at 0.31, compared to the broader market-2.000.002.004.006.008.00
RDOG: 0.31
KBWD: 0.16
The chart of Omega ratio for RDOG, currently valued at 1.04, compared to the broader market0.501.001.502.002.50
RDOG: 1.04
KBWD: 1.02
The chart of Calmar ratio for RDOG, currently valued at 0.09, compared to the broader market0.002.004.006.008.0010.0012.00
RDOG: 0.09
KBWD: 0.02
The chart of Martin ratio for RDOG, currently valued at 0.36, compared to the broader market0.0020.0040.0060.00
RDOG: 0.36
KBWD: 0.09

The current RDOG Sharpe Ratio is 0.13, which is higher than the KBWD Sharpe Ratio of 0.02. The chart below compares the historical Sharpe Ratios of RDOG and KBWD, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.502.00NovemberDecember2025FebruaryMarchApril
0.13
0.02
RDOG
KBWD

Dividends

RDOG vs. KBWD - Dividend Comparison

RDOG's dividend yield for the trailing twelve months is around 6.78%, less than KBWD's 13.49% yield.


TTM20242023202220212020201920182017201620152014
RDOG
ALPS REIT Dividend Dogs ETF
6.78%6.11%7.07%5.25%2.98%5.11%3.10%3.13%3.64%3.66%3.43%2.90%
KBWD
Invesco KBW High Dividend Yield Financial ETF
13.49%12.45%11.45%11.32%7.26%9.68%8.63%9.47%8.77%8.68%8.89%8.31%

Drawdowns

RDOG vs. KBWD - Drawdown Comparison

The maximum RDOG drawdown since its inception was -69.88%, which is greater than KBWD's maximum drawdown of -58.63%. Use the drawdown chart below to compare losses from any high point for RDOG and KBWD. For additional features, visit the drawdowns tool.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-21.05%
-11.45%
RDOG
KBWD

Volatility

RDOG vs. KBWD - Volatility Comparison

The current volatility for ALPS REIT Dividend Dogs ETF (RDOG) is 10.79%, while Invesco KBW High Dividend Yield Financial ETF (KBWD) has a volatility of 13.29%. This indicates that RDOG experiences smaller price fluctuations and is considered to be less risky than KBWD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%NovemberDecember2025FebruaryMarchApril
10.79%
13.29%
RDOG
KBWD