RYJ vs. VIMAX
Compare and contrast key facts about Invesco Raymond James SB-1 Equity ETF (RYJ) and Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX).
RYJ is a passively managed fund by Invesco that tracks the performance of the Raymond James SB-1 Index (TR). It was launched on May 19, 2006. VIMAX is managed by Vanguard. It was launched on Nov 12, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RYJ or VIMAX.
Correlation
The correlation between RYJ and VIMAX is 0.89, 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
RYJ vs. VIMAX - Performance Comparison
Key characteristics
RYJ:
1.66
VIMAX:
1.71
RYJ:
2.32
VIMAX:
2.39
RYJ:
1.30
VIMAX:
1.30
RYJ:
2.00
VIMAX:
2.92
RYJ:
6.11
VIMAX:
7.80
RYJ:
3.08%
VIMAX:
2.71%
RYJ:
11.22%
VIMAX:
12.31%
RYJ:
-60.74%
VIMAX:
-58.88%
RYJ:
-3.98%
VIMAX:
-2.64%
Returns By Period
In the year-to-date period, RYJ achieves a 4.90% return, which is significantly higher than VIMAX's 4.50% return. Over the past 10 years, RYJ has underperformed VIMAX with an annualized return of 8.12%, while VIMAX has yielded a comparatively higher 9.59% annualized return.
RYJ
4.90%
2.26%
5.31%
14.78%
9.46%
8.12%
VIMAX
4.50%
0.74%
9.79%
18.88%
9.87%
9.59%
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RYJ vs. VIMAX - Expense Ratio Comparison
RYJ has a 0.75% expense ratio, which is higher than VIMAX's 0.05% expense ratio.
Risk-Adjusted Performance
RYJ vs. VIMAX — Risk-Adjusted Performance Rank
RYJ
VIMAX
RYJ vs. VIMAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Raymond James SB-1 Equity ETF (RYJ) and Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX). 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
RYJ vs. VIMAX - Dividend Comparison
RYJ's dividend yield for the trailing twelve months is around 1.22%, less than VIMAX's 1.42% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RYJ Invesco Raymond James SB-1 Equity ETF | 1.22% | 1.28% | 1.39% | 0.00% | 0.52% | 0.28% | 0.20% | 0.00% | 0.00% | 0.41% | 0.00% | 0.26% |
VIMAX Vanguard Mid-Cap Index Fund Admiral Shares | 1.42% | 1.48% | 1.51% | 1.59% | 1.11% | 1.44% | 1.47% | 1.82% | 1.35% | 1.45% | 1.47% | 1.29% |
Drawdowns
RYJ vs. VIMAX - Drawdown Comparison
The maximum RYJ drawdown since its inception was -60.74%, roughly equal to the maximum VIMAX drawdown of -58.88%. Use the drawdown chart below to compare losses from any high point for RYJ and VIMAX. For additional features, visit the drawdowns tool.
Volatility
RYJ vs. VIMAX - Volatility Comparison
The current volatility for Invesco Raymond James SB-1 Equity ETF (RYJ) is 2.57%, while Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) has a volatility of 2.87%. This indicates that RYJ experiences smaller price fluctuations and is considered to be less risky than VIMAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.