RSHO vs. CASY
Compare and contrast key facts about Tema American Reshoring ETF (RSHO) and Casey's General Stores, Inc. (CASY).
RSHO is an actively managed fund by Tema. It was launched on May 10, 2023.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RSHO or CASY.
Key characteristics
| RSHO | CASY | |
|---|---|---|
| YTD Return | 18.20% | 33.49% |
| 1Y Return | 34.84% | 30.56% |
| Sharpe Ratio | 1.74 | 1.12 |
| Daily Std Dev | 19.56% | 27.93% |
| Max Drawdown | -13.22% | -74.33% |
| Current Drawdown | 0.00% | -6.51% |
Correlation
The correlation between RSHO and CASY is 0.39, 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
RSHO vs. CASY - Performance Comparison
In the year-to-date period, RSHO achieves a 18.20% return, which is significantly lower than CASY's 33.49% 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
RSHO vs. CASY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Tema American Reshoring ETF (RSHO) and Casey's General Stores, Inc. (CASY). 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
RSHO vs. CASY - Dividend Comparison
RSHO's dividend yield for the trailing twelve months is around 0.21%, less than CASY's 0.49% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RSHO Tema American Reshoring ETF | 0.21% | 0.25% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
CASY Casey's General Stores, Inc. | 0.49% | 0.59% | 0.65% | 0.69% | 0.72% | 0.77% | 0.86% | 1.13% | 0.77% | 0.70% | 0.84% | 0.98% |
Drawdowns
RSHO vs. CASY - Drawdown Comparison
The maximum RSHO drawdown since its inception was -13.22%, smaller than the maximum CASY drawdown of -74.33%. Use the drawdown chart below to compare losses from any high point for RSHO and CASY. For additional features, visit the drawdowns tool.
Volatility
RSHO vs. CASY - Volatility Comparison
The current volatility for Tema American Reshoring ETF (RSHO) is 6.59%, while Casey's General Stores, Inc. (CASY) has a volatility of 10.07%. This indicates that RSHO experiences smaller price fluctuations and is considered to be less risky than CASY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.