RTH vs. BDRY
RTH (VanEck Vectors Retail ETF) and BDRY (Breakwave Dry Bulk Shipping ETF) are both exchange-traded funds - RTH is a Consumer Discretionary Equities fund tracking the MVIS US Listed Retail 25 Index, while BDRY is a Commodities fund tracking the Breakwave Dry Freight Futures Index. Both are passively managed. Over the past 5 years, RTH returned 9.06%/yr vs -16.41%/yr for BDRY. At a 0.02 correlation, their price movements are largely independent. RTH charges 0.35%/yr vs 3.76%/yr for BDRY.
Performance
RTH vs. BDRY - Performance Comparison
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Returns By Period
In the year-to-date period, RTH achieves a 2.29% return, which is significantly lower than BDRY's 34.21% return.
RTH
- 1D
- 0.73%
- 1M
- -3.21%
- YTD
- 2.29%
- 6M
- 1.90%
- 1Y
- 9.66%
- 3Y*
- 15.15%
- 5Y*
- 9.06%
- 10Y*
- 14.17%
BDRY
- 1D
- 1.64%
- 1M
- -7.14%
- YTD
- 34.21%
- 6M
- 34.67%
- 1Y
- 103.63%
- 3Y*
- 24.09%
- 5Y*
- -16.41%
- 10Y*
- —
RTH vs. BDRY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
RTH VanEck Vectors Retail ETF | 2.29% | 12.36% | 20.02% | 20.07% | -17.67% | 24.94% | 31.62% | 29.06% | -0.23% |
BDRY Breakwave Dry Bulk Shipping ETF | 34.21% | 44.24% | -47.40% | 25.79% | -68.84% | 282.99% | -50.16% | -15.92% | -27.66% |
Correlation
The correlation between RTH and BDRY is -0.12, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.12 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.04 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.00 |
Correlation (All Time) Calculated using the full available price history since Mar 22, 2018 | 0.02 |
The correlation between RTH and BDRY shifts across timeframes, from -0.12 (1 year) to 0.02 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
RTH vs. BDRY — Risk / Return Rank
RTH
BDRY
RTH vs. BDRY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for VanEck Vectors Retail ETF (RTH) and Breakwave Dry Bulk Shipping ETF (BDRY). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| RTH | BDRY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.69 | ||
| Sortino ratioReturn per unit of downside risk | -1.69 | ||
| Omega ratioGain probability vs. loss probability | 1.14 | 1.36 | -0.21 |
| Calmar ratioReturn relative to maximum drawdown | 1.24 | 4.82 | -3.59 |
| Martin ratioReturn relative to average drawdown | 3.93 | 13.59 | -9.66 |
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Drawdowns
RTH vs. BDRY - Drawdown Comparison
The maximum RTH drawdown since its inception was -42.32%, smaller than the maximum BDRY drawdown of -89.16%. Use the drawdown chart below to compare losses from any high point for RTH and BDRY.
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Drawdown Indicators
| RTH | BDRY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.32% | -89.16% | +46.84% |
Max Drawdown (1Y)Largest decline over 1 year | -7.83% | -21.60% | +13.77% |
Max Drawdown (3Y)Largest decline over 3 years | -13.80% | -69.71% | +55.91% |
Max Drawdown (5Y)Largest decline over 5 years | -25.00% | -89.16% | +64.16% |
Max Drawdown (10Y)Largest decline over 10 years | -25.00% | — | — |
Current DrawdownCurrent decline from peak | -5.46% | -71.65% | +66.19% |
Average DrawdownAverage peak-to-trough decline | -7.33% | -58.43% | +51.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.46% | 7.65% | -5.19% |
Volatility
RTH vs. BDRY - Volatility Comparison
The current volatility for VanEck Vectors Retail ETF (RTH) is 4.59%, while Breakwave Dry Bulk Shipping ETF (BDRY) has a volatility of 7.30%. This indicates that RTH experiences smaller price fluctuations and is considered to be less risky than BDRY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RTH | BDRY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.59% | 7.30% | -2.71% |
Volatility (6M)Calculated over the trailing 6-month period | 9.71% | 29.14% | -19.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.40% | 42.10% | -29.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.85% | 60.24% | -43.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.57% | 62.40% | -44.83% |
RTH vs. BDRY - Expense Ratio Comparison
RTH has a 0.35% expense ratio, which is lower than BDRY's 3.76% expense ratio.
Dividends
RTH vs. BDRY - Dividend Comparison
RTH's dividend yield for the trailing twelve months is around 0.95%, while BDRY has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BDRY Breakwave Dry Bulk Shipping ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
RTH VanEck Vectors Retail ETF | 0.95% | 0.97% | 0.77% | 1.07% | 1.16% | 0.78% | 0.64% | 0.91% | 1.05% | 1.56% | 1.84% | 2.25% |
Frequently Asked Questions
RTH and BDRY have a correlation of -0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BDRY has higher volatility (7.30%) compared to RTH (4.59%). In terms of maximum drawdown, RTH dropped -42.32% vs BDRY's -89.16%.
On 5-year performance, RTH leads with 9.06% vs -16.41% for BDRY. On fees, RTH is cheaper at 0.35% per year. On volatility, RTH has been the lower-risk option at 4.59%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, RTH has performed better with a 9.06% return vs -16.41%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
RTH is cheaper with a 0.35% expense ratio, compared with 3.76% for BDRY.
RTH has the higher dividend yield at 0.95%, compared with 0.00% for BDRY.
RTH is categorized as Consumer Discretionary Equities, while BDRY is Commodities. RTH tracks MVIS US Listed Retail 25 Index, while BDRY tracks Breakwave Dry Freight Futures Index. They also come from different issuers: VanEck and ETFMG. Their fees differ too: 0.35% for RTH and 3.76% for BDRY.
BDRY currently has the higher Sharpe Ratio (2.48 vs 0.78), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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