Correlation
The correlation between RYCKX and VOO is 0.85, 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.
RYCKX vs. VOO
Compare and contrast key facts about Rydex S&P MidCap 400 Pure Growth Fund (RYCKX) and Vanguard S&P 500 ETF (VOO).
RYCKX is managed by Rydex Funds. It was launched on Feb 20, 2004. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RYCKX or VOO.
Performance
RYCKX vs. VOO - Performance Comparison
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Key characteristics
RYCKX:
-0.13
VOO:
0.74
RYCKX:
0.04
VOO:
1.04
RYCKX:
1.01
VOO:
1.15
RYCKX:
-0.14
VOO:
0.68
RYCKX:
-0.30
VOO:
2.58
RYCKX:
17.51%
VOO:
4.93%
RYCKX:
35.95%
VOO:
19.54%
RYCKX:
-52.60%
VOO:
-33.99%
RYCKX:
-24.01%
VOO:
-3.55%
Returns By Period
In the year-to-date period, RYCKX achieves a -2.29% return, which is significantly lower than VOO's 0.90% return. Over the past 10 years, RYCKX has underperformed VOO with an annualized return of 4.42%, while VOO has yielded a comparatively higher 12.81% annualized return.
RYCKX
-2.29%
6.47%
-10.98%
-5.25%
6.92%
8.57%
4.42%
VOO
0.90%
5.53%
-1.46%
13.29%
14.31%
15.89%
12.81%
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RYCKX vs. VOO - Expense Ratio Comparison
RYCKX has a 2.26% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
RYCKX vs. VOO — Risk-Adjusted Performance Rank
RYCKX
VOO
RYCKX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Rydex S&P MidCap 400 Pure Growth Fund (RYCKX) 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.
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Dividends
RYCKX vs. VOO - Dividend Comparison
RYCKX's dividend yield for the trailing twelve months is around 21.41%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RYCKX Rydex S&P MidCap 400 Pure Growth Fund | 21.41% | 20.92% | 0.00% | 14.34% | 13.66% | 1.29% | 0.00% | 18.93% | 7.60% | 1.72% | 5.90% | 18.76% |
VOO Vanguard S&P 500 ETF | 1.29% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
RYCKX vs. VOO - Drawdown Comparison
The maximum RYCKX drawdown since its inception was -52.60%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for RYCKX and VOO.
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Volatility
RYCKX vs. VOO - Volatility Comparison
Rydex S&P MidCap 400 Pure Growth Fund (RYCKX) has a higher volatility of 5.79% compared to Vanguard S&P 500 ETF (VOO) at 4.84%. This indicates that RYCKX'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.
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