RTM vs. VOO
Compare and contrast key facts about Invesco S&P 500® Equal Weight Materials ETF (RTM) and Vanguard S&P 500 ETF (VOO).
RTM and VOO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. RTM is a passively managed fund by Invesco that tracks the performance of the S&P 500 Equal Weighted / Materials -SEC. It was launched on Nov 1, 2006. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010. Both RTM and VOO 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: RTM or VOO.
Correlation
The correlation between RTM and VOO is 0.73, 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
RTM vs. VOO - Performance Comparison
Key characteristics
RTM:
0.48
VOO:
2.06
RTM:
0.77
VOO:
2.74
RTM:
1.09
VOO:
1.38
RTM:
0.08
VOO:
3.12
RTM:
1.61
VOO:
13.13
RTM:
4.58%
VOO:
2.01%
RTM:
15.41%
VOO:
12.79%
RTM:
-96.37%
VOO:
-33.99%
RTM:
-86.64%
VOO:
-2.30%
Returns By Period
In the year-to-date period, RTM achieves a 4.42% return, which is significantly higher than VOO's 1.01% return. Over the past 10 years, RTM has underperformed VOO with an annualized return of 8.85%, while VOO has yielded a comparatively higher 13.44% annualized return.
RTM
4.42%
0.43%
-3.43%
8.61%
10.27%
8.85%
VOO
1.01%
-1.70%
7.82%
27.03%
14.08%
13.44%
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RTM vs. VOO - Expense Ratio Comparison
RTM has a 0.40% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
RTM vs. VOO — Risk-Adjusted Performance Rank
RTM
VOO
RTM vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco S&P 500® Equal Weight Materials ETF (RTM) and Vanguard S&P 500 ETF (VOO). 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
RTM vs. VOO - Dividend Comparison
RTM's dividend yield for the trailing twelve months is around 1.96%, more than VOO's 1.23% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RTM Invesco S&P 500® Equal Weight Materials ETF | 1.96% | 2.04% | 2.05% | 2.19% | 1.43% | 1.57% | 1.81% | 0.37% | 0.00% | 0.00% | 0.00% | 1.45% |
VOO Vanguard S&P 500 ETF | 1.23% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
RTM vs. VOO - Drawdown Comparison
The maximum RTM drawdown since its inception was -96.37%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for RTM and VOO. For additional features, visit the drawdowns tool.
Volatility
RTM vs. VOO - Volatility Comparison
Invesco S&P 500® Equal Weight Materials ETF (RTM) has a higher volatility of 5.46% compared to Vanguard S&P 500 ETF (VOO) at 4.96%. This indicates that RTM's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.