REBYX vs. RSP

In the year-to-date period, REBYX achieves a -7.94% return, which is significantly lower than RSP's 1.17% return. Over the past 10 years, REBYX has underperformed RSP with an annualized return of 6.45%, while RSP has yielded a comparatively higher 9.80% annualized return.

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REBYX has a 0.90% expense ratio, which is higher than RSP's 0.20% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Russell Investments U.S. Small Cap Equity Fund (REBYX) and Invesco S&P 500® Equal Weight ETF (RSP). 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 current REBYX Sharpe Ratio is -0.15, which is lower than the RSP Sharpe Ratio of 0.55. The chart below compares the historical Sharpe Ratios of REBYX and RSP, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

REBYX's dividend yield for the trailing twelve months is around 14.16%, more than RSP's 1.59% yield.

The maximum REBYX drawdown since its inception was -60.05%, roughly equal to the maximum RSP drawdown of -59.92%. Use the drawdown chart below to compare losses from any high point for REBYX and RSP.

Russell Investments U.S. Small Cap Equity Fund (REBYX) has a higher volatility of 6.31% compared to Invesco S&P 500® Equal Weight ETF (RSP) at 4.91%. This indicates that REBYX's price experiences larger fluctuations and is considered to be riskier than RSP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.