RQEIX vs. VYM
Compare and contrast key facts about RESQ Dynamic Allocation Fund (RQEIX) and Vanguard High Dividend Yield ETF (VYM).
RQEIX is managed by RESQ Funds. It was launched on Dec 19, 2013. VYM is a passively managed fund by Vanguard that tracks the performance of the FTSE High Dividend Yield Index. It was launched on Nov 10, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RQEIX or VYM.
Correlation
The correlation between RQEIX and VYM is 0.57, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
RQEIX vs. VYM - Performance Comparison
Key characteristics
RQEIX:
1.66
VYM:
2.09
RQEIX:
2.31
VYM:
2.95
RQEIX:
1.30
VYM:
1.38
RQEIX:
1.56
VYM:
3.82
RQEIX:
5.58
VYM:
10.99
RQEIX:
4.82%
VYM:
2.08%
RQEIX:
16.25%
VYM:
10.88%
RQEIX:
-33.60%
VYM:
-56.98%
RQEIX:
0.00%
VYM:
0.00%
Returns By Period
In the year-to-date period, RQEIX achieves a 5.71% return, which is significantly higher than VYM's 5.42% return. Over the past 10 years, RQEIX has underperformed VYM with an annualized return of 1.57%, while VYM has yielded a comparatively higher 10.16% annualized return.
RQEIX
5.71%
2.82%
18.99%
25.43%
4.57%
1.57%
VYM
5.42%
2.13%
10.11%
21.46%
10.92%
10.16%
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RQEIX vs. VYM - Expense Ratio Comparison
RQEIX has a 1.80% expense ratio, which is higher than VYM's 0.06% expense ratio.
Risk-Adjusted Performance
RQEIX vs. VYM — Risk-Adjusted Performance Rank
RQEIX
VYM
RQEIX vs. VYM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for RESQ Dynamic Allocation Fund (RQEIX) and Vanguard High Dividend Yield ETF (VYM). 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
RQEIX vs. VYM - Dividend Comparison
RQEIX's dividend yield for the trailing twelve months is around 0.07%, less than VYM's 2.60% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RQEIX RESQ Dynamic Allocation Fund | 0.07% | 0.38% | 0.00% | 0.39% | 0.00% | 0.23% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.08% |
VYM Vanguard High Dividend Yield ETF | 2.60% | 2.74% | 3.12% | 3.01% | 2.76% | 3.18% | 3.03% | 3.40% | 2.80% | 2.91% | 3.22% | 2.78% |
Drawdowns
RQEIX vs. VYM - Drawdown Comparison
The maximum RQEIX drawdown since its inception was -33.60%, smaller than the maximum VYM drawdown of -56.98%. Use the drawdown chart below to compare losses from any high point for RQEIX and VYM. For additional features, visit the drawdowns tool.
Volatility
RQEIX vs. VYM - Volatility Comparison
RESQ Dynamic Allocation Fund (RQEIX) has a higher volatility of 3.39% compared to Vanguard High Dividend Yield ETF (VYM) at 2.63%. This indicates that RQEIX's price experiences larger fluctuations and is considered to be riskier than VYM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.