RSPH vs. VIG
Compare and contrast key facts about Invesco S&P 500 Equal Weight Health Care ETF (RSPH) and Vanguard Dividend Appreciation ETF (VIG).
RSPH and VIG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. RSPH is a passively managed fund by Invesco that tracks the performance of the S&P 500 Equal Weighted / Health Care -SEC. It was launched on Nov 1, 2006. VIG is a passively managed fund by Vanguard that tracks the performance of the NASDAQ US Dividend Achievers Select Index. It was launched on Apr 21, 2006. Both RSPH and VIG are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RSPH or VIG.
Correlation
The correlation between RSPH and VIG 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
RSPH vs. VIG - Performance Comparison
Key characteristics
RSPH:
0.05
VIG:
1.90
RSPH:
0.15
VIG:
2.67
RSPH:
1.02
VIG:
1.35
RSPH:
0.05
VIG:
3.82
RSPH:
0.14
VIG:
11.73
RSPH:
3.93%
VIG:
1.66%
RSPH:
12.07%
VIG:
10.21%
RSPH:
-40.79%
VIG:
-46.81%
RSPH:
-8.37%
VIG:
-2.01%
Returns By Period
In the year-to-date period, RSPH achieves a 0.41% return, which is significantly lower than VIG's 19.29% return. Over the past 10 years, RSPH has underperformed VIG with an annualized return of 8.12%, while VIG has yielded a comparatively higher 11.47% annualized return.
RSPH
0.41%
-4.04%
-0.94%
0.31%
6.68%
8.12%
VIG
19.29%
-1.79%
10.19%
19.29%
11.93%
11.47%
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RSPH vs. VIG - Expense Ratio Comparison
RSPH has a 0.40% expense ratio, which is higher than VIG's 0.06% expense ratio.
Risk-Adjusted Performance
RSPH vs. VIG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco S&P 500 Equal Weight Health Care ETF (RSPH) and Vanguard Dividend Appreciation ETF (VIG). 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
RSPH vs. VIG - Dividend Comparison
RSPH's dividend yield for the trailing twelve months is around 0.70%, less than VIG's 1.69% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RSPH Invesco S&P 500 Equal Weight Health Care ETF | 0.70% | 0.66% | 0.64% | 0.50% | 0.51% | 0.54% | 0.53% | 0.47% | 0.48% | 0.49% | 0.43% | 0.42% |
VIG Vanguard Dividend Appreciation ETF | 1.69% | 1.88% | 1.96% | 1.55% | 1.63% | 1.71% | 2.08% | 1.88% | 2.14% | 2.34% | 1.95% | 1.84% |
Drawdowns
RSPH vs. VIG - Drawdown Comparison
The maximum RSPH drawdown since its inception was -40.79%, smaller than the maximum VIG drawdown of -46.81%. Use the drawdown chart below to compare losses from any high point for RSPH and VIG. For additional features, visit the drawdowns tool.
Volatility
RSPH vs. VIG - Volatility Comparison
Invesco S&P 500 Equal Weight Health Care ETF (RSPH) and Vanguard Dividend Appreciation ETF (VIG) have volatilities of 3.35% and 3.37%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.