RSDGX vs. IYH
Compare and contrast key facts about Victory RS Select Growth Fund (RSDGX) and iShares U.S. Healthcare ETF (IYH).
RSDGX is managed by Victory Capital. It was launched on Aug 1, 1996. IYH is a passively managed fund by iShares that tracks the performance of the Dow Jones U.S. Health Care Index. It was launched on Jun 12, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RSDGX or IYH.
Key characteristics
| RSDGX | IYH | |
|---|---|---|
| YTD Return | 26.09% | 11.69% |
| 1Y Return | 49.97% | 22.60% |
| 3Y Return (Ann) | -19.01% | 4.49% |
| 5Y Return (Ann) | -8.70% | 10.99% |
| 10Y Return (Ann) | -7.34% | 9.79% |
| Sharpe Ratio | 2.45 | 1.84 |
| Sortino Ratio | 3.30 | 2.54 |
| Omega Ratio | 1.41 | 1.34 |
| Calmar Ratio | 0.66 | 1.72 |
| Martin Ratio | 12.92 | 8.64 |
| Ulcer Index | 3.66% | 2.30% |
| Daily Std Dev | 19.29% | 10.79% |
| Max Drawdown | -75.57% | -43.13% |
| Current Drawdown | -57.83% | -4.13% |
Correlation
The correlation between RSDGX and IYH is 0.64, 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
RSDGX vs. IYH - Performance Comparison
In the year-to-date period, RSDGX achieves a 26.09% return, which is significantly higher than IYH's 11.69% return. Over the past 10 years, RSDGX has underperformed IYH with an annualized return of -7.34%, while IYH has yielded a comparatively higher 9.79% 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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RSDGX vs. IYH - Expense Ratio Comparison
RSDGX has a 1.40% expense ratio, which is higher than IYH's 0.43% expense ratio.
Risk-Adjusted Performance
RSDGX vs. IYH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Victory RS Select Growth Fund (RSDGX) and iShares U.S. Healthcare ETF (IYH). 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
RSDGX vs. IYH - Dividend Comparison
RSDGX has not paid dividends to shareholders, while IYH's dividend yield for the trailing twelve months is around 1.11%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RSDGX Victory RS Select Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IYH iShares U.S. Healthcare ETF | 1.11% | 1.18% | 1.10% | 0.94% | 1.16% | 1.14% | 1.95% | 1.10% | 1.29% | 2.02% | 1.05% | 1.12% |
Drawdowns
RSDGX vs. IYH - Drawdown Comparison
The maximum RSDGX drawdown since its inception was -75.57%, which is greater than IYH's maximum drawdown of -43.13%. Use the drawdown chart below to compare losses from any high point for RSDGX and IYH. For additional features, visit the drawdowns tool.
Volatility
RSDGX vs. IYH - Volatility Comparison
Victory RS Select Growth Fund (RSDGX) has a higher volatility of 5.77% compared to iShares U.S. Healthcare ETF (IYH) at 3.10%. This indicates that RSDGX's price experiences larger fluctuations and is considered to be riskier than IYH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.