VRIG vs. RBRK
VRIG (Invesco Variable Rate Investment Grade ETF) is Ultrashort Bond fund actively managed by Invesco, while RBRK (Rubrik, Inc.) is a stock. Over the past year, VRIG returned 4.97% vs -26.74% for RBRK. At a 0.06 correlation, their price movements are largely independent.
Performance
VRIG vs. RBRK - Performance Comparison
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Returns By Period
In the year-to-date period, VRIG achieves a 1.87% return, which is significantly higher than RBRK's -6.21% return.
VRIG
- 1D
- 0.04%
- 1M
- 0.39%
- YTD
- 1.87%
- 6M
- 2.24%
- 1Y
- 4.97%
- 3Y*
- 5.96%
- 5Y*
- 4.44%
- 10Y*
- —
RBRK
- 1D
- -2.29%
- 1M
- 15.06%
- YTD
- -6.21%
- 6M
- -19.49%
- 1Y
- -26.74%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
VRIG vs. RBRK - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
VRIG Invesco Variable Rate Investment Grade ETF | 1.87% | 5.05% | 4.31% |
RBRK Rubrik, Inc. | -6.21% | 17.01% | 69.33% |
Correlation
The correlation between VRIG and RBRK is -0.01, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.01 |
Correlation (All Time) Calculated using the full available price history since Apr 25, 2024 | 0.06 |
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Return for Risk
VRIG vs. RBRK — Risk / Return Rank
VRIG
RBRK
VRIG vs. RBRK - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Variable Rate Investment Grade ETF (VRIG) and Rubrik, Inc. (RBRK). 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.
| VRIG | RBRK | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +10.51 | ||
| Sortino ratioReturn per unit of downside risk | +24.63 | ||
| Omega ratioGain probability vs. loss probability | 5.29 | 0.97 | +4.32 |
| Calmar ratioReturn relative to maximum drawdown | 62.49 | -0.48 | +62.97 |
| Martin ratioReturn relative to average drawdown | 318.26 | -0.89 | +319.14 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VRIG | RBRK | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 10.08 | -0.43 | +10.51 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 3.46 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.91 | 0.58 | +0.34 |
Drawdowns
VRIG vs. RBRK - Drawdown Comparison
The maximum VRIG drawdown since its inception was -13.04%, smaller than the maximum RBRK drawdown of -56.08%. Use the drawdown chart below to compare losses from any high point for VRIG and RBRK.
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Drawdown Indicators
| VRIG | RBRK | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.04% | -56.08% | +43.04% |
Max Drawdown (1Y)Largest decline over 1 year | -0.08% | -55.52% | +55.44% |
Max Drawdown (3Y)Largest decline over 3 years | -0.78% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -2.28% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | -28.08% | +28.08% |
Average DrawdownAverage peak-to-trough decline | -0.27% | -18.55% | +18.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.02% | 30.44% | -30.42% |
Volatility
VRIG vs. RBRK - Volatility Comparison
The current volatility for Invesco Variable Rate Investment Grade ETF (VRIG) is 0.11%, while Rubrik, Inc. (RBRK) has a volatility of 20.05%. This indicates that VRIG experiences smaller price fluctuations and is considered to be less risky than RBRK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VRIG | RBRK | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.11% | 20.05% | -19.94% |
Volatility (6M)Calculated over the trailing 6-month period | 0.36% | 49.12% | -48.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 0.50% | 63.09% | -62.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1.29% | 64.32% | -63.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.80% | 64.32% | -60.52% |
Dividends
VRIG vs. RBRK - Dividend Comparison
VRIG's dividend yield for the trailing twelve months is around 4.79%, while RBRK has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
RBRK Rubrik, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VRIG Invesco Variable Rate Investment Grade ETF | 4.79% | 4.99% | 6.09% | 5.97% | 2.39% | 0.78% | 1.57% | 3.12% | 2.89% | 2.31% | 0.60% |
Frequently Asked Questions
VRIG and RBRK have a correlation of -0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RBRK has higher volatility (20.05%) compared to VRIG (0.11%). In terms of maximum drawdown, VRIG dropped -13.04% vs RBRK's -56.08%.
VRIG currently has the higher Sharpe Ratio (10.08 vs -0.43), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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