RICK vs. VGT
Compare and contrast key facts about RCI Hospitality Holdings, Inc. (RICK) and Vanguard Information Technology ETF (VGT).
VGT is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Information Technology 25/50 Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RICK or VGT.
Key characteristics
| RICK | VGT | |
|---|---|---|
| YTD Return | -24.02% | 28.36% |
| 1Y Return | -11.14% | 36.83% |
| 3Y Return (Ann) | -11.89% | 12.14% |
| 5Y Return (Ann) | 21.88% | 22.58% |
| 10Y Return (Ann) | 17.89% | 20.89% |
| Sharpe Ratio | -0.29 | 1.78 |
| Sortino Ratio | -0.18 | 2.32 |
| Omega Ratio | 0.98 | 1.32 |
| Calmar Ratio | -0.19 | 2.43 |
| Martin Ratio | -0.43 | 8.76 |
| Ulcer Index | 26.54% | 4.22% |
| Daily Std Dev | 38.65% | 20.83% |
| Max Drawdown | -94.57% | -54.63% |
| Current Drawdown | -47.90% | -1.21% |
Correlation
The correlation between RICK and VGT is 0.32, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
RICK vs. VGT - Performance Comparison
In the year-to-date period, RICK achieves a -24.02% return, which is significantly lower than VGT's 28.36% return. Over the past 10 years, RICK has underperformed VGT with an annualized return of 17.89%, while VGT has yielded a comparatively higher 20.89% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
RICK vs. VGT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for RCI Hospitality Holdings, Inc. (RICK) and Vanguard Information Technology ETF (VGT). 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
RICK vs. VGT - Dividend Comparison
RICK's dividend yield for the trailing twelve months is around 0.50%, less than VGT's 0.60% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RICK RCI Hospitality Holdings, Inc. | 0.50% | 0.36% | 0.21% | 0.21% | 0.38% | 0.63% | 0.54% | 0.43% | 0.70% | 0.00% | 0.00% | 0.00% |
VGT Vanguard Information Technology ETF | 0.60% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% | 1.05% |
Drawdowns
RICK vs. VGT - Drawdown Comparison
The maximum RICK drawdown since its inception was -94.57%, which is greater than VGT's maximum drawdown of -54.63%. Use the drawdown chart below to compare losses from any high point for RICK and VGT. For additional features, visit the drawdowns tool.
Volatility
RICK vs. VGT - Volatility Comparison
RCI Hospitality Holdings, Inc. (RICK) has a higher volatility of 12.36% compared to Vanguard Information Technology ETF (VGT) at 6.00%. This indicates that RICK's price experiences larger fluctuations and is considered to be riskier than VGT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.