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RDVY vs. PSCX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

RDVY vs. PSCX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in First Trust Rising Dividend Achievers ETF (RDVY) and Pacer Swan SOS Conservative (December) ETF (PSCX). The values are adjusted to include any dividend payments, if applicable.

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RDVY vs. PSCX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
RDVY
First Trust Rising Dividend Achievers ETF
-0.63%18.90%16.41%20.38%-13.27%31.14%1.45%
PSCX
Pacer Swan SOS Conservative (December) ETF
-1.63%12.08%13.27%16.57%-7.35%9.03%0.81%

Returns By Period

In the year-to-date period, RDVY achieves a -0.63% return, which is significantly higher than PSCX's -1.63% return.


RDVY

1D
0.83%
1M
-4.42%
YTD
-0.63%
6M
3.03%
1Y
18.34%
3Y*
17.27%
5Y*
10.18%
10Y*
14.60%

PSCX

1D
0.26%
1M
-2.11%
YTD
-1.63%
6M
1.08%
1Y
12.10%
3Y*
11.54%
5Y*
7.35%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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RDVY vs. PSCX - Expense Ratio Comparison

RDVY has a 0.50% expense ratio, which is lower than PSCX's 0.75% expense ratio.


Return for Risk

RDVY vs. PSCX — Risk / Return Rank

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

RDVY
RDVY Risk / Return Rank: 5555
Overall Rank
RDVY Sharpe Ratio Rank: 5252
Sharpe Ratio Rank
RDVY Sortino Ratio Rank: 5353
Sortino Ratio Rank
RDVY Omega Ratio Rank: 5353
Omega Ratio Rank
RDVY Calmar Ratio Rank: 5555
Calmar Ratio Rank
RDVY Martin Ratio Rank: 6262
Martin Ratio Rank

PSCX
PSCX Risk / Return Rank: 7777
Overall Rank
PSCX Sharpe Ratio Rank: 7373
Sharpe Ratio Rank
PSCX Sortino Ratio Rank: 7777
Sortino Ratio Rank
PSCX Omega Ratio Rank: 8181
Omega Ratio Rank
PSCX Calmar Ratio Rank: 7070
Calmar Ratio Rank
PSCX Martin Ratio Rank: 8282
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

RDVY vs. PSCX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for First Trust Rising Dividend Achievers ETF (RDVY) and Pacer Swan SOS Conservative (December) ETF (PSCX). 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.


RDVYPSCXDifference

Sharpe ratio

Return per unit of total volatility

0.97

1.38

-0.41

Sortino ratio

Return per unit of downside risk

1.46

2.06

-0.60

Omega ratio

Gain probability vs. loss probability

1.21

1.33

-0.12

Calmar ratio

Return relative to maximum drawdown

1.46

2.00

-0.54

Martin ratio

Return relative to average drawdown

6.42

10.18

-3.76

RDVY vs. PSCX - Sharpe Ratio Comparison

The current RDVY Sharpe Ratio is 0.97, which is comparable to the PSCX Sharpe Ratio of 1.38. The chart below compares the historical Sharpe Ratios of RDVY and PSCX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


RDVYPSCXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.97

1.38

-0.41

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.54

1.05

-0.51

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.69

Sharpe Ratio (All Time)

Calculated using the full available price history

0.62

1.11

-0.49

Correlation

The correlation between RDVY and PSCX is 0.76, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

RDVY vs. PSCX - Dividend Comparison

RDVY's dividend yield for the trailing twelve months is around 1.02%, while PSCX has not paid dividends to shareholders.


TTM20252024202320222021202020192018201720162015
RDVY
First Trust Rising Dividend Achievers ETF
1.02%1.11%1.64%2.09%2.21%1.04%1.53%1.55%1.68%1.25%2.07%2.14%
PSCX
Pacer Swan SOS Conservative (December) ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

RDVY vs. PSCX - Drawdown Comparison

The maximum RDVY drawdown since its inception was -40.60%, which is greater than PSCX's maximum drawdown of -10.20%. Use the drawdown chart below to compare losses from any high point for RDVY and PSCX.


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Drawdown Indicators


RDVYPSCXDifference

Max Drawdown

Largest peak-to-trough decline

-40.60%

-10.20%

-30.40%

Max Drawdown (1Y)

Largest decline over 1 year

-12.87%

-6.15%

-6.72%

Max Drawdown (5Y)

Largest decline over 5 years

-25.32%

-10.20%

-15.12%

Max Drawdown (10Y)

Largest decline over 10 years

-40.60%

Current Drawdown

Current decline from peak

-5.71%

-2.58%

-3.13%

Average Drawdown

Average peak-to-trough decline

-5.06%

-1.92%

-3.14%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.93%

1.21%

+1.72%

Volatility

RDVY vs. PSCX - Volatility Comparison

First Trust Rising Dividend Achievers ETF (RDVY) has a higher volatility of 5.59% compared to Pacer Swan SOS Conservative (December) ETF (PSCX) at 2.82%. This indicates that RDVY's price experiences larger fluctuations and is considered to be riskier than PSCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


RDVYPSCXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.59%

2.82%

+2.77%

Volatility (6M)

Calculated over the trailing 6-month period

10.92%

4.31%

+6.61%

Volatility (1Y)

Calculated over the trailing 1-year period

19.08%

8.83%

+10.25%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.92%

7.06%

+11.86%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.10%

7.02%

+14.08%