RFCYX vs. VTI
Compare and contrast key facts about Russell Investments Strategic Bond Fund (RFCYX) and Vanguard Total Stock Market ETF (VTI).
RFCYX is managed by Russell. It was launched on Jun 22, 2005. VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on May 24, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RFCYX or VTI.
Correlation
The correlation between RFCYX and VTI is -0.12. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
RFCYX vs. VTI - Performance Comparison
Key characteristics
RFCYX:
0.86
VTI:
1.91
RFCYX:
1.25
VTI:
2.58
RFCYX:
1.15
VTI:
1.35
RFCYX:
0.25
VTI:
2.89
RFCYX:
1.96
VTI:
11.50
RFCYX:
2.44%
VTI:
2.16%
RFCYX:
5.58%
VTI:
12.93%
RFCYX:
-23.38%
VTI:
-55.45%
RFCYX:
-13.99%
VTI:
-0.11%
Returns By Period
In the year-to-date period, RFCYX achieves a 1.34% return, which is significantly lower than VTI's 4.15% return. Over the past 10 years, RFCYX has underperformed VTI with an annualized return of 0.38%, while VTI has yielded a comparatively higher 12.71% annualized return.
RFCYX
1.34%
1.57%
-0.78%
4.08%
-1.78%
0.38%
VTI
4.15%
2.77%
11.19%
22.47%
13.69%
12.71%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
RFCYX vs. VTI - Expense Ratio Comparison
RFCYX has a 0.45% expense ratio, which is higher than VTI's 0.03% expense ratio.
Risk-Adjusted Performance
RFCYX vs. VTI — Risk-Adjusted Performance Rank
RFCYX
VTI
RFCYX vs. VTI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Russell Investments Strategic Bond Fund (RFCYX) and Vanguard Total Stock Market ETF (VTI). 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
RFCYX vs. VTI - Dividend Comparison
RFCYX's dividend yield for the trailing twelve months is around 4.83%, more than VTI's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RFCYX Russell Investments Strategic Bond Fund | 4.83% | 4.90% | 2.78% | 2.75% | 1.44% | 1.83% | 2.95% | 2.42% | 1.29% | 2.09% | 2.41% | 4.26% |
VTI Vanguard Total Stock Market ETF | 1.22% | 1.27% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% |
Drawdowns
RFCYX vs. VTI - Drawdown Comparison
The maximum RFCYX drawdown since its inception was -23.38%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for RFCYX and VTI. For additional features, visit the drawdowns tool.
Volatility
RFCYX vs. VTI - Volatility Comparison
The current volatility for Russell Investments Strategic Bond Fund (RFCYX) is 1.28%, while Vanguard Total Stock Market ETF (VTI) has a volatility of 3.14%. This indicates that RFCYX experiences smaller price fluctuations and is considered to be less risky than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.