RSEE vs. XLK
Compare and contrast key facts about Rareview Systematic Equity ETF (RSEE) and Technology Select Sector SPDR Fund (XLK).
RSEE and XLK are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. RSEE is an actively managed fund by Rareview Funds. It was launched on Jan 20, 2022. XLK is a passively managed fund by State Street that tracks the performance of the Technology Select Sector Index. It was launched on Dec 16, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RSEE or XLK.
Correlation
The correlation between RSEE and XLK is 0.83, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
RSEE vs. XLK - Performance Comparison
Key characteristics
RSEE:
0.25
XLK:
0.22
RSEE:
0.54
XLK:
0.51
RSEE:
1.07
XLK:
1.07
RSEE:
0.28
XLK:
0.26
RSEE:
1.21
XLK:
0.83
RSEE:
4.98%
XLK:
7.92%
RSEE:
23.82%
XLK:
30.20%
RSEE:
-21.60%
XLK:
-82.05%
RSEE:
-12.14%
XLK:
-13.51%
Returns By Period
In the year-to-date period, RSEE achieves a -6.70% return, which is significantly higher than XLK's -9.91% return.
RSEE
-6.70%
-3.47%
-8.37%
3.98%
N/A
N/A
XLK
-9.91%
1.32%
-10.08%
4.92%
19.07%
18.60%
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RSEE vs. XLK - Expense Ratio Comparison
RSEE has a 1.27% expense ratio, which is higher than XLK's 0.13% expense ratio.
Risk-Adjusted Performance
RSEE vs. XLK — Risk-Adjusted Performance Rank
RSEE
XLK
RSEE vs. XLK - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Rareview Systematic Equity ETF (RSEE) and Technology Select Sector SPDR Fund (XLK). 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
RSEE vs. XLK - Dividend Comparison
RSEE's dividend yield for the trailing twelve months is around 9.67%, more than XLK's 0.75% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RSEE Rareview Systematic Equity ETF | 9.67% | 9.02% | 0.84% | 1.97% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XLK Technology Select Sector SPDR Fund | 0.75% | 0.66% | 0.76% | 1.04% | 0.65% | 0.92% | 1.16% | 1.60% | 1.37% | 1.74% | 1.79% | 1.75% |
Drawdowns
RSEE vs. XLK - Drawdown Comparison
The maximum RSEE drawdown since its inception was -21.60%, smaller than the maximum XLK drawdown of -82.05%. Use the drawdown chart below to compare losses from any high point for RSEE and XLK. For additional features, visit the drawdowns tool.
Volatility
RSEE vs. XLK - Volatility Comparison
The current volatility for Rareview Systematic Equity ETF (RSEE) is 16.74%, while Technology Select Sector SPDR Fund (XLK) has a volatility of 18.84%. This indicates that RSEE experiences smaller price fluctuations and is considered to be less risky than XLK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.