VYGR vs. RDIV
VYGR (Voyager Therapeutics, Inc.) is a stock, while RDIV (Invesco S&P Ultra Dividend Revenue ETF) is Mid Cap Value Equities fund tracking the S&P 900 Dividend Revenue-Weighted Index. Over the past 10 years, VYGR returned -14.20%/yr vs 11.30%/yr for RDIV. Their 0.25 correlation means their historical movements had little consistent relationship.
Performance
VYGR vs. RDIV - Performance Comparison
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Returns By Period
In the year-to-date period, VYGR achieves a -22.90% return, which is significantly lower than RDIV's 22.74% return. Over the past 10 years, VYGR has underperformed RDIV with an annualized return of -14.20%, while RDIV has yielded a comparatively higher 11.30% annualized return.
VYGR
- 1D
- -3.19%
- 1M
- -19.84%
- 6M
- -22.31%
- YTD
- -22.90%
- 1Y
- 2.36%
- 3Y*
- -30.94%
- 5Y*
- -0.77%
- 10Y*
- -14.20%
- ALL TIME*
- -13.92%
RDIV
- 1D
- -0.32%
- 1M
- 6.60%
- 6M
- 17.44%
- YTD
- 22.74%
- 1Y
- 36.48%
- 3Y*
- 19.58%
- 5Y*
- 13.86%
- 10Y*
- 11.30%
- ALL TIME*
- 11.74%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $3.34M | $2.84M | $4.35M | |
| $1.83M | $2.46M | $2.29M |
VYGR vs. RDIV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VYGR Voyager Therapeutics, Inc. | -22.90% | -30.69% | -32.82% | 38.36% | 125.09% | -62.10% | -48.75% | 48.40% | -43.37% | 30.30% |
RDIV Invesco S&P Ultra Dividend Revenue ETF | 22.74% | 12.36% | 15.17% | 4.66% | 7.16% | 29.12% | -9.31% | 22.62% | -4.78% | 11.63% |
Correlation
The correlation between VYGR and RDIV is 0.17, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.17 |
Correlation (3Y) Balances recent behavior with more history. | 0.32 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.25 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.26 |
Correlation (All Time) Calculated using the full available price history since Nov 11, 2015 | 0.25 |
The correlation between VYGR and RDIV shifts across timeframes, from 0.17 (1 year) to 0.32 (3 years), reflecting how their relationship changes across market environments.
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Return for Risk
VYGR vs. RDIV — Risk / Return Rank
VYGR
RDIV
VYGR vs. RDIV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Voyager Therapeutics, Inc. (VYGR) and Invesco S&P Ultra Dividend Revenue ETF (RDIV). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| VYGR | RDIV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.69 | ||
| Sortino ratioReturn per unit of downside risk | -3.42 | ||
| Omega ratioGain probability vs. loss probability | 1.04 | 1.45 | -0.41 |
| Calmar ratioReturn relative to maximum drawdown | -0.12 | 7.24 | -7.36 |
| Martin ratioReturn relative to average drawdown | -0.20 | 22.00 | -22.21 |
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Drawdowns
VYGR vs. RDIV - Drawdown Comparison
The maximum VYGR drawdown since its inception was -92.11%, which is greater than RDIV's maximum drawdown of -49.97%. Use the drawdown chart below to compare losses from any high point for VYGR and RDIV.
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Drawdown Indicators
| VYGR | RDIV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -92.11% | -49.97% | -42.14% |
Max Drawdown (1Y)Largest decline over 1 year | -43.71% | -4.84% | -38.87% |
Max Drawdown (3Y)Largest decline over 3 years | -74.82% | -17.91% | -56.91% |
Max Drawdown (5Y)Largest decline over 5 years | -80.49% | -24.89% | -55.60% |
Max Drawdown (10Y)Largest decline over 10 years | -92.11% | -49.97% | -42.14% |
Current DrawdownCurrent decline from peak | -90.32% | -1.46% | -88.86% |
Average DrawdownAverage peak-to-trough decline | -67.17% | -5.80% | -61.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 24.64% | 1.59% | +23.05% |
Volatility
VYGR vs. RDIV - Volatility Comparison
Voyager Therapeutics, Inc. (VYGR) has a higher volatility of 15.94% compared to Invesco S&P Ultra Dividend Revenue ETF (RDIV) at 4.00%. This indicates that VYGR's price experiences larger fluctuations and is considered to be riskier than RDIV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VYGR | RDIV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 15.94% | 4.00% | +11.94% |
Volatility (6M)Calculated over the trailing 6-month period | 43.76% | 9.25% | +34.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 63.75% | 13.49% | +50.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 80.85% | 17.41% | +63.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 75.67% | 21.85% | +53.82% |
Dividends
VYGR vs. RDIV - Dividend Comparison
VYGR has not paid dividends to shareholders, while RDIV's dividend yield for the trailing twelve months is around 3.45%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RDIV Invesco S&P Ultra Dividend Revenue ETF | 3.45% | 3.94% | 4.08% | 3.93% | 3.44% | 3.31% | 4.93% | 3.84% | 4.32% | 4.26% | 2.20% | 4.49% |
VYGR Voyager Therapeutics, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
VYGR and RDIV have a correlation of 0.17, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VYGR has higher volatility (15.94%) compared to RDIV (4.00%). In terms of maximum drawdown, VYGR dropped -92.11% vs RDIV's -49.97%.
RDIV currently has the higher Sharpe Ratio (2.61 vs -0.08), 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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