RSPF vs. VINIX
Compare and contrast key facts about Invesco S&P 500 Equal Weight Financials ETF (RSPF) and Vanguard Institutional Index Fund Institutional Shares (VINIX).
RSPF is a passively managed fund by Invesco that tracks the performance of the S&P 500 Equal Weighted / Financials -SEC. It was launched on Nov 1, 2006. VINIX is managed by Vanguard. It was launched on Jul 31, 1990.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RSPF or VINIX.
Correlation
The correlation between RSPF and VINIX is 0.76, 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
RSPF vs. VINIX - Performance Comparison
Key characteristics
RSPF:
1.85
VINIX:
2.20
RSPF:
2.64
VINIX:
2.93
RSPF:
1.34
VINIX:
1.41
RSPF:
2.39
VINIX:
3.26
RSPF:
9.42
VINIX:
14.38
RSPF:
2.87%
VINIX:
1.92%
RSPF:
14.62%
VINIX:
12.53%
RSPF:
-81.32%
VINIX:
-55.19%
RSPF:
-7.02%
VINIX:
-1.85%
Returns By Period
In the year-to-date period, RSPF achieves a 25.55% return, which is significantly lower than VINIX's 26.90% return. Over the past 10 years, RSPF has underperformed VINIX with an annualized return of 10.81%, while VINIX has yielded a comparatively higher 13.12% annualized return.
RSPF
25.55%
-5.69%
17.74%
26.50%
11.48%
10.81%
VINIX
26.90%
0.19%
10.36%
27.34%
14.94%
13.12%
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RSPF vs. VINIX - Expense Ratio Comparison
RSPF has a 0.40% expense ratio, which is higher than VINIX's 0.04% expense ratio.
Risk-Adjusted Performance
RSPF vs. VINIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco S&P 500 Equal Weight Financials ETF (RSPF) and Vanguard Institutional Index Fund Institutional Shares (VINIX). 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
RSPF vs. VINIX - Dividend Comparison
RSPF's dividend yield for the trailing twelve months is around 1.21%, less than VINIX's 1.24% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RSPF Invesco S&P 500 Equal Weight Financials ETF | 1.21% | 2.16% | 1.95% | 1.56% | 2.23% | 1.85% | 2.51% | 1.28% | 0.88% | 2.17% | 1.61% | 1.56% |
VINIX Vanguard Institutional Index Fund Institutional Shares | 1.24% | 1.47% | 1.74% | 1.28% | 1.59% | 1.91% | 2.13% | 1.82% | 2.07% | 2.45% | 1.88% | 1.85% |
Drawdowns
RSPF vs. VINIX - Drawdown Comparison
The maximum RSPF drawdown since its inception was -81.32%, which is greater than VINIX's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for RSPF and VINIX. For additional features, visit the drawdowns tool.
Volatility
RSPF vs. VINIX - Volatility Comparison
Invesco S&P 500 Equal Weight Financials ETF (RSPF) has a higher volatility of 4.36% compared to Vanguard Institutional Index Fund Institutional Shares (VINIX) at 3.82%. This indicates that RSPF's price experiences larger fluctuations and is considered to be riskier than VINIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.