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RXI vs. EATZ
Performance
Return for Risk
Drawdowns
Volatility
Dividends

RXI vs. EATZ

Last updated Aug 5, 2026
Documentation

RXI (iShares Global Consumer Discretionary ETF) and EATZ (AdvisorShares Restaurant ETF) are both Consumer Discretionary Equities funds. RXI is passively managed, while EATZ is actively managed. Their 0.66 correlation means they have sometimes moved together and sometimes differently. RXI charges 0.46%/yr vs 1.00%/yr for EATZ.

Performance

RXI vs. EATZ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Global Consumer Discretionary ETF (RXI) and AdvisorShares Restaurant ETF (EATZ). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

RXI

1D
0.23%
1M
4.24%
6M
-0.61%
YTD
-0.35%
1Y
9.67%
3Y*
10.30%
5Y*
4.73%
10Y*
9.86%
ALL TIME*
8.65%

EATZ

1D
—
1M
—
6M
—
YTD
—
1Y
—
3Y*
—
5Y*
—
10Y*
—
ALL TIME*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)

RXI

iShares Global Consumer Discretionary ETF
$4.84M$2.90M$2.10M

RXI vs. EATZ - Yearly Performance Comparison

2026 (YTD)20252024202320222021
RXI
iShares Global Consumer Discretionary ETF		-0.35%13.16%17.26%27.57%-29.08%7.64%
EATZ
AdvisorShares Restaurant ETF		4.80%-6.67%23.21%25.23%-20.68%-4.90%

Correlation

The correlation between RXI and EATZ is 0.46, which is low. Their historical price movements had little consistent relationship.

Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.46

Correlation (3Y)
Balances recent behavior with more history.

0.60

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.67

Correlation (All Time)
Calculated using the full available price history since Apr 21, 2021

0.66

Over the past year, the correlation between RXI and EATZ has dropped to 0.46 - well below their long-term average of 0.66, suggesting their price drivers have been diverging.

RXI vs. EATZ - Sectors Allocation Comparison

Sectors
RXI
EATZ

Consumer Cyclical

94.9%
78.2%

Technology

4.1%

-

Consumer Defensive

0.8%
16.9%

Communication Services

0.2%
2.3%

Industrials

0.1%
4.9%

Basic Materials

-

-

Energy

-

-

Financial Services

-

-

Healthcare

-

-

Real Estate

-

-

Utilities

-

-

Consumer Cyclical

RXI
94.9%
EATZ
78.2%

Technology

RXI
4.1%
EATZ

-

Consumer Defensive

RXI
0.8%
EATZ
16.9%

Communication Services

RXI
0.2%
EATZ
2.3%

Industrials

RXI
0.1%
EATZ
4.9%

Basic Materials

RXI

-

EATZ

-

Energy

RXI

-

EATZ

-

Financial Services

RXI

-

EATZ

-

Healthcare

RXI

-

EATZ

-

Real Estate

RXI

-

EATZ

-

Utilities

RXI

-

EATZ

-

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

iShares Global Consumer Discretionary ETF

AdvisorShares Restaurant ETF

Often compared with RXI:
RXI vs. KXIRXI vs. VCRRXI vs. XLPRXI vs. IEDIRXI vs. IBUYRXI vs. FDISRXI vs. VT
Often compared with EATZ:
EATZ vs. IRBOEATZ vs. MOTGEATZ vs. RIETEATZ vs. VOOEATZ vs. SPYEATZ vs. VTIEATZ vs. TXRH

Return for Risk

RXI vs. EATZ — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.
RXI
RXI Risk / Return Rank: 2222
Overall Rank
RXI Sharpe Ratio Rank: 2323
Sharpe Ratio Rank
RXI Sortino Ratio Rank: 2323
Sortino Ratio Rank
RXI Omega Ratio Rank: 2222
Omega Ratio Rank
RXI Calmar Ratio Rank: 2121
Calmar Ratio Rank
RXI Martin Ratio Rank: 2121
Martin Ratio Rank
EATZ

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

RXI vs. EATZ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Global Consumer Discretionary ETF (RXI) and AdvisorShares Restaurant ETF (EATZ). 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.

RXIEATZDifference
Sharpe ratioReturn per unit of total volatility
0.57

—

—

Sortino ratioReturn per unit of downside risk
0.92

—

—

Omega ratioGain probability vs. loss probability

1.11

—

—

Calmar ratioReturn relative to maximum drawdown

0.64

—

—

Martin ratioReturn relative to average drawdown

1.61

—

—

RXI vs. EATZ - Sharpe Ratio Comparison

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Drawdowns

RXI vs. EATZ - Drawdown Comparison

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Drawdown Indicators

RXIEATZDifference

Max Drawdown

Largest peak-to-trough decline

-60.36%

—

—

Max Drawdown (1Y)

Largest decline over 1 year

-15.17%

—

—

Max Drawdown (3Y)

Largest decline over 3 years

-19.64%

—

—

Max Drawdown (5Y)

Largest decline over 5 years

-35.78%

—

—

Max Drawdown (10Y)

Largest decline over 10 years

-35.78%

—

—

Current Drawdown

Current decline from peak

-4.22%

—

—

Average Drawdown

Average peak-to-trough decline

-10.52%

—

—

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.01%

—

—

Volatility

RXI vs. EATZ - Volatility Comparison

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Volatility by Period

RXIEATZDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.46%

—

—

Volatility (6M)

Calculated over the trailing 6-month period

13.67%

—

—

Volatility (1Y)

Calculated over the trailing 1-year period

17.00%

—

—

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.08%

—

—

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.11%

—

—

RXI vs. EATZ - Expense Ratio Comparison

RXI has a 0.46% expense ratio, which is lower than EATZ's 1.00% expense ratio.

Dividends

RXI vs. EATZ - Dividend Comparison

RXI's dividend yield for the trailing twelve months is around 1.40%, more than EATZ's 0.48% yield.

PositionTTM20252024202320222021202020192018201720162015
EATZ
AdvisorShares Restaurant ETF		0.48%0.50%0.18%0.49%2.35%0.15%0.00%0.00%0.00%0.00%0.00%0.00%
RXI
iShares Global Consumer Discretionary ETF		1.40%1.55%1.07%1.00%1.00%0.89%0.65%1.48%1.73%1.26%1.77%1.17%

Frequently Asked Questions

RXI and EATZ have a correlation of 0.46, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, RXI is cheaper at 0.46% per year. The better choice depends on whether you care most about return, fees, risk, or income.

RXI is cheaper with a 0.46% expense ratio, compared with 1.00% for EATZ.

RXI has the higher dividend yield at 1.40%, compared with 0.48% for EATZ.

They also come from different issuers: iShares and AdvisorShares. Their fees differ too: 0.46% for RXI and 1.00% for EATZ.

Portfolio Optimizer

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