RPELX vs. SGOV
Compare and contrast key facts about T. Rowe Price Dynamic Credit Fund (RPELX) and iShares 0-3 Month Treasury Bond ETF (SGOV).
RPELX is managed by T. Rowe Price. It was launched on Jan 9, 2019. SGOV is a passively managed fund by iShares that tracks the performance of the ICE 0-3 Month US Treasury Bill Index. It was launched on May 26, 2020.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RPELX or SGOV.
Correlation
The correlation between RPELX and SGOV is 0.03, 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
RPELX vs. SGOV - Performance Comparison
Key characteristics
RPELX:
2.87
SGOV:
22.31
RPELX:
5.55
SGOV:
506.73
RPELX:
1.69
SGOV:
507.73
RPELX:
1.90
SGOV:
519.66
RPELX:
29.29
SGOV:
8,249.41
RPELX:
0.31%
SGOV:
0.00%
RPELX:
3.15%
SGOV:
0.23%
RPELX:
-19.94%
SGOV:
-0.03%
RPELX:
0.00%
SGOV:
0.00%
Returns By Period
In the year-to-date period, RPELX achieves a 1.75% return, which is significantly higher than SGOV's 0.54% return.
RPELX
1.75%
1.18%
5.13%
9.16%
2.40%
N/A
SGOV
0.54%
0.37%
2.37%
5.11%
N/A
N/A
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RPELX vs. SGOV - Expense Ratio Comparison
RPELX has a 0.56% expense ratio, which is higher than SGOV's 0.03% expense ratio.
Risk-Adjusted Performance
RPELX vs. SGOV — Risk-Adjusted Performance Rank
RPELX
SGOV
RPELX vs. SGOV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Dynamic Credit Fund (RPELX) and iShares 0-3 Month Treasury Bond ETF (SGOV). 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
RPELX vs. SGOV - Dividend Comparison
RPELX's dividend yield for the trailing twelve months is around 7.21%, more than SGOV's 5.00% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
RPELX T. Rowe Price Dynamic Credit Fund | 7.21% | 6.95% | 5.95% | 3.95% | 3.51% | 4.18% | 4.05% |
SGOV iShares 0-3 Month Treasury Bond ETF | 5.00% | 5.10% | 4.87% | 1.45% | 0.03% | 0.05% | 0.00% |
Drawdowns
RPELX vs. SGOV - Drawdown Comparison
The maximum RPELX drawdown since its inception was -19.94%, which is greater than SGOV's maximum drawdown of -0.03%. Use the drawdown chart below to compare losses from any high point for RPELX and SGOV. For additional features, visit the drawdowns tool.
Volatility
RPELX vs. SGOV - Volatility Comparison
T. Rowe Price Dynamic Credit Fund (RPELX) has a higher volatility of 0.95% compared to iShares 0-3 Month Treasury Bond ETF (SGOV) at 0.06%. This indicates that RPELX's price experiences larger fluctuations and is considered to be riskier than SGOV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.