RHS vs. VDC
Compare and contrast key facts about Invesco S&P 500® Equal Weight Consumer Staples ETF (RHS) and Vanguard Consumer Staples ETF (VDC).
RHS and VDC are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. RHS is a passively managed fund by Invesco that tracks the performance of the S&P 500 Equal Weighted / Consumer Staples -SEC. It was launched on Nov 1, 2006. VDC is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Consumer Staples 25/50 Index. It was launched on Jan 26, 2004. Both RHS and VDC 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: RHS or VDC.
Performance
RHS vs. VDC - Performance Comparison
Returns By Period
In the year-to-date period, RHS achieves a 0.04% return, which is significantly lower than VDC's 14.96% return. Over the past 10 years, RHS has underperformed VDC with an annualized return of 5.57%, while VDC has yielded a comparatively higher 8.38% annualized return.
RHS
0.04%
-4.32%
-3.48%
5.70%
4.28%
5.57%
VDC
14.96%
-0.71%
4.96%
20.71%
9.38%
8.38%
Key characteristics
| RHS | VDC | |
|---|---|---|
| Sharpe Ratio | 0.50 | 2.12 |
| Sortino Ratio | 0.78 | 3.05 |
| Omega Ratio | 1.09 | 1.37 |
| Calmar Ratio | 0.12 | 2.45 |
| Martin Ratio | 1.77 | 13.60 |
| Ulcer Index | 3.18% | 1.53% |
| Daily Std Dev | 11.30% | 9.81% |
| Max Drawdown | -80.64% | -34.24% |
| Current Drawdown | -44.02% | -1.97% |
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RHS vs. VDC - Expense Ratio Comparison
RHS has a 0.40% expense ratio, which is higher than VDC's 0.10% expense ratio.
Correlation
The correlation between RHS and VDC is 0.89, 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.
Risk-Adjusted Performance
RHS vs. VDC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco S&P 500® Equal Weight Consumer Staples ETF (RHS) and Vanguard Consumer Staples ETF (VDC). 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
RHS vs. VDC - Dividend Comparison
RHS's dividend yield for the trailing twelve months is around 2.94%, more than VDC's 2.56% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RHS Invesco S&P 500® Equal Weight Consumer Staples ETF | 2.94% | 2.78% | 2.31% | 2.07% | 2.14% | 2.12% | 0.59% | 0.00% | 0.00% | 0.00% | 1.74% | 1.54% |
VDC Vanguard Consumer Staples ETF | 2.56% | 2.65% | 2.37% | 2.14% | 2.50% | 2.44% | 2.78% | 2.52% | 2.39% | 2.55% | 1.93% | 2.21% |
Drawdowns
RHS vs. VDC - Drawdown Comparison
The maximum RHS drawdown since its inception was -80.64%, which is greater than VDC's maximum drawdown of -34.24%. Use the drawdown chart below to compare losses from any high point for RHS and VDC. For additional features, visit the drawdowns tool.
Volatility
RHS vs. VDC - Volatility Comparison
Invesco S&P 500® Equal Weight Consumer Staples ETF (RHS) and Vanguard Consumer Staples ETF (VDC) have volatilities of 2.77% and 2.78%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.