VCR vs. RXI
Compare and contrast key facts about Vanguard Consumer Discretionary ETF (VCR) and iShares Global Consumer Discretionary ETF (RXI).
VCR and RXI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. VCR is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Consumer Discretionary 25/50 Index. It was launched on Jan 26, 2004. RXI is a passively managed fund by iShares that tracks the performance of the S&P Global Consumer Discretionary Index. It was launched on Sep 21, 2006. Both VCR and RXI are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VCR or RXI.
Correlation
The correlation between VCR and RXI is 0.84, 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
VCR vs. RXI - Performance Comparison
Key characteristics
VCR:
0.40
RXI:
0.61
VCR:
0.74
RXI:
1.02
VCR:
1.10
RXI:
1.13
VCR:
0.37
RXI:
0.67
VCR:
1.19
RXI:
2.64
VCR:
8.55%
RXI:
5.01%
VCR:
25.74%
RXI:
21.77%
VCR:
-61.54%
RXI:
-60.36%
VCR:
-18.48%
RXI:
-8.74%
Returns By Period
In the year-to-date period, VCR achieves a -12.98% return, which is significantly lower than RXI's -3.27% return. Over the past 10 years, VCR has outperformed RXI with an annualized return of 11.56%, while RXI has yielded a comparatively lower 8.05% annualized return.
VCR
-12.98%
-3.16%
-3.53%
9.98%
15.30%
11.56%
RXI
-3.27%
-2.12%
2.82%
12.77%
12.53%
8.05%
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VCR vs. RXI - Expense Ratio Comparison
VCR has a 0.10% expense ratio, which is lower than RXI's 0.46% expense ratio.
Risk-Adjusted Performance
VCR vs. RXI — Risk-Adjusted Performance Rank
VCR
RXI
VCR vs. RXI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Consumer Discretionary ETF (VCR) and iShares Global Consumer Discretionary ETF (RXI). 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
VCR vs. RXI - Dividend Comparison
VCR's dividend yield for the trailing twelve months is around 0.90%, less than RXI's 1.11% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VCR Vanguard Consumer Discretionary ETF | 0.90% | 0.74% | 0.84% | 0.98% | 0.79% | 1.71% | 1.17% | 1.37% | 1.21% | 1.60% | 1.32% | 1.23% |
RXI iShares Global Consumer Discretionary ETF | 1.11% | 1.07% | 1.00% | 1.00% | 0.89% | 0.65% | 1.48% | 1.73% | 1.26% | 1.77% | 1.17% | 1.71% |
Drawdowns
VCR vs. RXI - Drawdown Comparison
The maximum VCR drawdown since its inception was -61.54%, roughly equal to the maximum RXI drawdown of -60.36%. Use the drawdown chart below to compare losses from any high point for VCR and RXI. For additional features, visit the drawdowns tool.
Volatility
VCR vs. RXI - Volatility Comparison
Vanguard Consumer Discretionary ETF (VCR) has a higher volatility of 16.24% compared to iShares Global Consumer Discretionary ETF (RXI) at 14.21%. This indicates that VCR's price experiences larger fluctuations and is considered to be riskier than RXI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.