RDOG vs. KBWD
Compare and contrast key facts about ALPS REIT Dividend Dogs ETF (RDOG) and Invesco KBW High Dividend Yield Financial ETF (KBWD).
RDOG and KBWD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. RDOG is a passively managed fund by SS&C that tracks the performance of the S-Network REIT Dividend Dogs Index. It was launched on May 7, 2008. KBWD is a passively managed fund by Invesco that tracks the performance of the KBW Nasdaq Financial Sector Dividend Yield Index. It was launched on Dec 2, 2010. Both RDOG and KBWD are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RDOG or KBWD.
Key characteristics
| RDOG | KBWD | |
|---|---|---|
| YTD Return | 9.68% | 6.18% |
| 1Y Return | 23.36% | 16.58% |
| 3Y Return (Ann) | -2.34% | -0.12% |
| 5Y Return (Ann) | 2.12% | 3.58% |
| 10Y Return (Ann) | 3.73% | 4.28% |
| Sharpe Ratio | 1.58 | 1.19 |
| Sortino Ratio | 2.33 | 1.66 |
| Omega Ratio | 1.29 | 1.21 |
| Calmar Ratio | 1.10 | 1.28 |
| Martin Ratio | 5.85 | 4.93 |
| Ulcer Index | 5.30% | 4.20% |
| Daily Std Dev | 19.58% | 17.41% |
| Max Drawdown | -69.88% | -58.63% |
| Current Drawdown | -10.51% | -2.60% |
Correlation
The correlation between RDOG and KBWD is 0.64, 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
RDOG vs. KBWD - Performance Comparison
In the year-to-date period, RDOG achieves a 9.68% return, which is significantly higher than KBWD's 6.18% return. Over the past 10 years, RDOG has underperformed KBWD with an annualized return of 3.73%, while KBWD has yielded a comparatively higher 4.28% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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.
Risk-Adjusted Performance
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.
Dividends
RDOG vs. KBWD - Dividend Comparison
RDOG's dividend yield for the trailing twelve months is around 6.00%, less than KBWD's 11.96% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RDOG ALPS REIT Dividend Dogs ETF | 6.00% | 7.07% | 5.25% | 2.98% | 5.11% | 3.10% | 3.13% | 3.64% | 3.66% | 3.43% | 2.90% | 1.03% |
KBWD Invesco KBW High Dividend Yield Financial ETF | 11.96% | 11.46% | 11.31% | 7.27% | 9.66% | 8.64% | 9.47% | 8.78% | 8.68% | 8.89% | 8.31% | 7.68% |
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.
Volatility
RDOG vs. KBWD - Volatility Comparison
The current volatility for ALPS REIT Dividend Dogs ETF (RDOG) is 4.65%, while Invesco KBW High Dividend Yield Financial ETF (KBWD) has a volatility of 5.10%. 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.