REBYX vs. RSP
Compare and contrast key facts about Russell Investments U.S. Small Cap Equity Fund (REBYX) and Invesco S&P 500® Equal Weight ETF (RSP).
REBYX is managed by Russell. It was launched on Mar 29, 2000. RSP is a passively managed fund by Invesco that tracks the performance of the S&P Equal Weight Index. It was launched on Apr 30, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: REBYX or RSP.
Correlation
The correlation between REBYX and RSP is 0.91, 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.
Performance
REBYX vs. RSP - Performance Comparison
Key characteristics
REBYX:
-0.07
RSP:
1.40
REBYX:
0.06
RSP:
1.98
REBYX:
1.01
RSP:
1.25
REBYX:
-0.04
RSP:
2.15
REBYX:
-0.20
RSP:
5.75
REBYX:
7.48%
RSP:
2.74%
REBYX:
22.62%
RSP:
11.28%
REBYX:
-60.08%
RSP:
-59.92%
REBYX:
-35.78%
RSP:
-2.45%
Returns By Period
In the year-to-date period, REBYX achieves a 1.26% return, which is significantly lower than RSP's 4.08% return. Over the past 10 years, REBYX has underperformed RSP with an annualized return of -0.91%, while RSP has yielded a comparatively higher 10.13% annualized return.
REBYX
1.26%
-2.72%
-6.41%
-0.06%
-0.72%
-0.91%
RSP
4.08%
0.14%
6.76%
15.79%
11.14%
10.13%
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REBYX vs. RSP - Expense Ratio Comparison
REBYX has a 0.90% expense ratio, which is higher than RSP's 0.20% expense ratio.
Risk-Adjusted Performance
REBYX vs. RSP — Risk-Adjusted Performance Rank
REBYX
RSP
REBYX vs. RSP - Risk-Adjusted Performance Comparison
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.
Dividends
REBYX vs. RSP - Dividend Comparison
REBYX's dividend yield for the trailing twelve months is around 1.94%, more than RSP's 1.46% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
REBYX Russell Investments U.S. Small Cap Equity Fund | 1.94% | 1.96% | 0.68% | 0.72% | 0.31% | 0.64% | 0.95% | 1.01% | 0.33% | 0.68% | 1.00% | 8.19% |
RSP Invesco S&P 500® Equal Weight ETF | 1.46% | 1.52% | 1.63% | 1.82% | 1.28% | 1.64% | 1.69% | 2.02% | 1.52% | 1.20% | 1.70% | 1.46% |
Drawdowns
REBYX vs. RSP - Drawdown Comparison
The maximum REBYX drawdown since its inception was -60.08%, 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. For additional features, visit the drawdowns tool.
Volatility
REBYX vs. RSP - Volatility Comparison
Russell Investments U.S. Small Cap Equity Fund (REBYX) has a higher volatility of 3.82% compared to Invesco S&P 500® Equal Weight ETF (RSP) at 2.34%. 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.