Correlation
The correlation between RVNU and SGOV is 0.00, 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.
RVNU vs. SGOV
Compare and contrast key facts about Xtrackers Municipal Infrastructure Revenue Bond ETF (RVNU) and iShares 0-3 Month Treasury Bond ETF (SGOV).
RVNU and SGOV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. RVNU is a passively managed fund by Deutsche Bank that tracks the performance of the Solactive Municipal Infrastructure Revenue Bond Index. It was launched on Jun 4, 2013. SGOV is a passively managed fund by iShares that tracks the performance of the ICE 0-3 Month US Treasury Bill Index. It was launched on May 26, 2020. Both RVNU and SGOV 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: RVNU or SGOV.
Performance
RVNU vs. SGOV - Performance Comparison
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Key characteristics
RVNU:
-0.19
SGOV:
21.63
RVNU:
-0.26
SGOV:
474.39
RVNU:
0.96
SGOV:
475.39
RVNU:
-0.16
SGOV:
485.71
RVNU:
-0.56
SGOV:
7,710.35
RVNU:
3.69%
SGOV:
0.00%
RVNU:
8.51%
SGOV:
0.22%
RVNU:
-23.51%
SGOV:
-0.03%
RVNU:
-10.81%
SGOV:
0.00%
Returns By Period
In the year-to-date period, RVNU achieves a -4.28% return, which is significantly lower than SGOV's 1.75% return.
RVNU
-4.28%
-1.36%
-6.74%
-1.51%
0.61%
-0.25%
2.13%
SGOV
1.75%
0.34%
2.15%
4.78%
4.55%
2.74%
N/A
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RVNU vs. SGOV - Expense Ratio Comparison
RVNU has a 0.15% expense ratio, which is higher than SGOV's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
RVNU vs. SGOV — Risk-Adjusted Performance Rank
RVNU
SGOV
RVNU vs. SGOV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers Municipal Infrastructure Revenue Bond ETF (RVNU) and iShares 0-3 Month Treasury Bond ETF (SGOV). 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.
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Dividends
RVNU vs. SGOV - Dividend Comparison
RVNU's dividend yield for the trailing twelve months is around 3.36%, less than SGOV's 4.69% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RVNU Xtrackers Municipal Infrastructure Revenue Bond ETF | 3.36% | 3.06% | 2.79% | 2.81% | 2.18% | 2.43% | 2.75% | 2.76% | 2.49% | 2.72% | 3.01% | 3.15% |
SGOV iShares 0-3 Month Treasury Bond ETF | 4.69% | 5.10% | 4.87% | 1.45% | 0.03% | 0.05% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
RVNU vs. SGOV - Drawdown Comparison
The maximum RVNU drawdown since its inception was -23.51%, which is greater than SGOV's maximum drawdown of -0.03%. Use the drawdown chart below to compare losses from any high point for RVNU and SGOV.
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Volatility
RVNU vs. SGOV - Volatility Comparison
Xtrackers Municipal Infrastructure Revenue Bond ETF (RVNU) has a higher volatility of 2.20% compared to iShares 0-3 Month Treasury Bond ETF (SGOV) at 0.06%. This indicates that RVNU's price experiences larger fluctuations and is considered to be riskier than SGOV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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