VUSE vs. RWK
Compare and contrast key facts about Vident Core US Equity Fund (VUSE) and Invesco S&P MidCap 400 Revenue ETF (RWK).
VUSE and RWK are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. VUSE is a passively managed fund by Vident that tracks the performance of the Vident Core U.S. Equity Index. It was launched on Jan 22, 2014. RWK is a passively managed fund by Invesco that tracks the performance of the S&P MidCap 400 Revenue-Weighted Index. It was launched on Feb 22, 2008. Both VUSE and RWK 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: VUSE or RWK.
Key characteristics
| VUSE | RWK | |
|---|---|---|
| YTD Return | 5.73% | 10.00% |
| 1Y Return | 24.30% | 34.07% |
| 3Y Return (Ann) | 7.94% | 9.10% |
| 5Y Return (Ann) | 13.39% | 15.89% |
| 10Y Return (Ann) | 9.42% | 11.09% |
| Sharpe Ratio | 2.03 | 1.95 |
| Daily Std Dev | 11.57% | 16.59% |
| Max Drawdown | -43.92% | -56.49% |
| Current Drawdown | -0.87% | 0.00% |
Correlation
The correlation between VUSE and RWK is 0.94, 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
VUSE vs. RWK - Performance Comparison
In the year-to-date period, VUSE achieves a 5.73% return, which is significantly lower than RWK's 10.00% return. Over the past 10 years, VUSE has underperformed RWK with an annualized return of 9.42%, while RWK has yielded a comparatively higher 11.09% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VUSE vs. RWK - Expense Ratio Comparison
VUSE has a 0.48% expense ratio, which is higher than RWK's 0.39% expense ratio.
Risk-Adjusted Performance
VUSE vs. RWK - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vident Core US Equity Fund (VUSE) and Invesco S&P MidCap 400 Revenue ETF (RWK). 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
VUSE vs. RWK - Dividend Comparison
VUSE's dividend yield for the trailing twelve months is around 1.04%, more than RWK's 1.01% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VUSE Vident Core US Equity Fund | 1.04% | 1.15% | 1.57% | 1.16% | 1.33% | 1.61% | 1.55% | 1.16% | 1.25% | 1.73% | 1.29% | 0.00% |
RWK Invesco S&P MidCap 400 Revenue ETF | 1.01% | 1.05% | 1.18% | 0.85% | 0.96% | 1.09% | 1.22% | 0.74% | 1.30% | 0.92% | 1.04% | 1.29% |
Drawdowns
VUSE vs. RWK - Drawdown Comparison
The maximum VUSE drawdown since its inception was -43.92%, smaller than the maximum RWK drawdown of -56.49%. Use the drawdown chart below to compare losses from any high point for VUSE and RWK. For additional features, visit the drawdowns tool.
Volatility
VUSE vs. RWK - Volatility Comparison
The current volatility for Vident Core US Equity Fund (VUSE) is 3.11%, while Invesco S&P MidCap 400 Revenue ETF (RWK) has a volatility of 4.00%. This indicates that VUSE experiences smaller price fluctuations and is considered to be less risky than RWK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.