Correlation
The correlation between RVNU and VWITX is -0.06. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
RVNU vs. VWITX
Compare and contrast key facts about Xtrackers Municipal Infrastructure Revenue Bond ETF (RVNU) and Vanguard Intermediate-Term Tax-Exempt Fund Investor Shares (VWITX).
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. VWITX is managed by Vanguard. It was launched on Sep 1, 1977.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RVNU or VWITX.
Performance
RVNU vs. VWITX - Performance Comparison
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Key characteristics
RVNU:
-0.19
VWITX:
0.66
RVNU:
-0.26
VWITX:
0.77
RVNU:
0.96
VWITX:
1.13
RVNU:
-0.16
VWITX:
0.57
RVNU:
-0.56
VWITX:
1.90
RVNU:
3.69%
VWITX:
1.29%
RVNU:
8.51%
VWITX:
4.30%
RVNU:
-23.51%
VWITX:
-11.46%
RVNU:
-10.81%
VWITX:
-2.03%
Returns By Period
In the year-to-date period, RVNU achieves a -4.28% return, which is significantly lower than VWITX's -0.57% return. Both investments have delivered pretty close results over the past 10 years, with RVNU having a 2.13% annualized return and VWITX not far ahead at 2.15%.
RVNU
-4.28%
-1.36%
-6.74%
-1.51%
0.61%
-0.25%
2.13%
VWITX
-0.57%
-0.22%
-1.55%
2.50%
2.13%
0.88%
2.15%
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RVNU vs. VWITX - Expense Ratio Comparison
RVNU has a 0.15% expense ratio, which is lower than VWITX's 0.17% expense ratio. Despite the difference, 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. VWITX — Risk-Adjusted Performance Rank
RVNU
VWITX
RVNU vs. VWITX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers Municipal Infrastructure Revenue Bond ETF (RVNU) and Vanguard Intermediate-Term Tax-Exempt Fund Investor Shares (VWITX). 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. VWITX - Dividend Comparison
RVNU's dividend yield for the trailing twelve months is around 3.36%, more than VWITX's 2.89% 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% |
VWITX Vanguard Intermediate-Term Tax-Exempt Fund Investor Shares | 2.89% | 3.01% | 2.71% | 2.43% | 2.20% | 2.32% | 2.61% | 2.81% | 2.73% | 2.81% | 2.89% | 3.05% |
Drawdowns
RVNU vs. VWITX - Drawdown Comparison
The maximum RVNU drawdown since its inception was -23.51%, which is greater than VWITX's maximum drawdown of -11.46%. Use the drawdown chart below to compare losses from any high point for RVNU and VWITX.
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Volatility
RVNU vs. VWITX - Volatility Comparison
Xtrackers Municipal Infrastructure Revenue Bond ETF (RVNU) has a higher volatility of 2.20% compared to Vanguard Intermediate-Term Tax-Exempt Fund Investor Shares (VWITX) at 0.51%. This indicates that RVNU's price experiences larger fluctuations and is considered to be riskier than VWITX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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