RYURX vs. VOO
Compare and contrast key facts about Rydex Inverse S&P 500 Strategy Fund (RYURX) and Vanguard S&P 500 ETF (VOO).
RYURX is managed by Rydex Funds. It was launched on Jan 6, 1994. 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: RYURX or VOO.
Correlation
The correlation between RYURX and VOO is -1.00. 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.
Performance
RYURX vs. VOO - Performance Comparison
Key characteristics
RYURX:
-0.97
VOO:
1.88
RYURX:
-1.40
VOO:
2.53
RYURX:
0.85
VOO:
1.35
RYURX:
-0.13
VOO:
2.81
RYURX:
-1.32
VOO:
11.78
RYURX:
9.40%
VOO:
2.02%
RYURX:
12.73%
VOO:
12.67%
RYURX:
-93.89%
VOO:
-33.99%
RYURX:
-93.87%
VOO:
0.00%
Returns By Period
In the year-to-date period, RYURX achieves a -3.51% return, which is significantly lower than VOO's 4.61% return. Over the past 10 years, RYURX has underperformed VOO with an annualized return of -12.07%, while VOO has yielded a comparatively higher 13.30% annualized return.
RYURX
-3.51%
-1.88%
-5.64%
-13.44%
-13.16%
-12.07%
VOO
4.61%
2.59%
10.08%
25.10%
14.79%
13.30%
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RYURX vs. VOO - Expense Ratio Comparison
RYURX has a 1.49% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
RYURX vs. VOO — Risk-Adjusted Performance Rank
RYURX
VOO
RYURX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Rydex Inverse S&P 500 Strategy Fund (RYURX) 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.
Dividends
RYURX vs. VOO - Dividend Comparison
RYURX's dividend yield for the trailing twelve months is around 7.03%, more than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RYURX Rydex Inverse S&P 500 Strategy Fund | 7.03% | 6.78% | 2.79% | 0.00% | 0.00% | 0.42% | 0.86% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
RYURX vs. VOO - Drawdown Comparison
The maximum RYURX drawdown since its inception was -93.89%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for RYURX and VOO. For additional features, visit the drawdowns tool.
Volatility
RYURX vs. VOO - Volatility Comparison
Rydex Inverse S&P 500 Strategy Fund (RYURX) and Vanguard S&P 500 ETF (VOO) have volatilities of 3.05% and 3.01%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.