RICK vs. VIG
Compare and contrast key facts about RCI Hospitality Holdings, Inc. (RICK) and Vanguard Dividend Appreciation ETF (VIG).
VIG is a passively managed fund by Vanguard that tracks the performance of the NASDAQ US Dividend Achievers Select Index. It was launched on Apr 21, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RICK or VIG.
Key characteristics
| RICK | VIG | |
|---|---|---|
| YTD Return | -24.02% | 19.08% |
| 1Y Return | -11.14% | 25.89% |
| 3Y Return (Ann) | -11.89% | 8.23% |
| 5Y Return (Ann) | 21.88% | 12.60% |
| 10Y Return (Ann) | 17.89% | 11.82% |
| Sharpe Ratio | -0.29 | 2.66 |
| Sortino Ratio | -0.18 | 3.73 |
| Omega Ratio | 0.98 | 1.49 |
| Calmar Ratio | -0.19 | 5.18 |
| Martin Ratio | -0.43 | 17.23 |
| Ulcer Index | 26.54% | 1.53% |
| Daily Std Dev | 38.65% | 9.89% |
| Max Drawdown | -94.57% | -46.81% |
| Current Drawdown | -47.90% | -1.40% |
Correlation
The correlation between RICK and VIG is 0.37, 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. VIG - Performance Comparison
In the year-to-date period, RICK achieves a -24.02% return, which is significantly lower than VIG's 19.08% return. Over the past 10 years, RICK has outperformed VIG with an annualized return of 17.89%, while VIG has yielded a comparatively lower 11.82% 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. VIG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for RCI Hospitality Holdings, Inc. (RICK) and Vanguard Dividend Appreciation ETF (VIG). 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. VIG - Dividend Comparison
RICK's dividend yield for the trailing twelve months is around 0.50%, less than VIG's 1.71% 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% |
VIG Vanguard Dividend Appreciation ETF | 1.71% | 1.88% | 1.96% | 1.55% | 1.63% | 1.71% | 2.08% | 1.88% | 2.14% | 2.34% | 1.95% | 1.84% |
Drawdowns
RICK vs. VIG - Drawdown Comparison
The maximum RICK drawdown since its inception was -94.57%, which is greater than VIG's maximum drawdown of -46.81%. Use the drawdown chart below to compare losses from any high point for RICK and VIG. For additional features, visit the drawdowns tool.
Volatility
RICK vs. VIG - Volatility Comparison
RCI Hospitality Holdings, Inc. (RICK) has a higher volatility of 12.36% compared to Vanguard Dividend Appreciation ETF (VIG) at 3.53%. This indicates that RICK's price experiences larger fluctuations and is considered to be riskier than VIG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.