WES vs. RDVY
WES (Western Midstream Partners, LP) is a stock, while RDVY (First Trust Rising Dividend Achievers ETF) is Large Cap Blend Equities fund tracking the NASDAQ US Rising Dividend Achievers. Over the past 10 years, WES returned 10.52%/yr vs 16.29%/yr for RDVY. At a 0.38 correlation, their price movements are largely independent.
Performance
WES vs. RDVY - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, WES achieves a 17.89% return, which is significantly higher than RDVY's 13.41% return. Over the past 10 years, WES has underperformed RDVY with an annualized return of 10.52%, while RDVY has yielded a comparatively higher 16.29% annualized return.
WES
- 1D
- 1.43%
- 1M
- -3.17%
- YTD
- 17.89%
- 6M
- 18.16%
- 1Y
- 25.64%
- 3Y*
- 30.48%
- 5Y*
- 24.68%
- 10Y*
- 10.52%
RDVY
- 1D
- 1.11%
- 1M
- 5.69%
- YTD
- 13.41%
- 6M
- 12.60%
- 1Y
- 31.20%
- 3Y*
- 20.46%
- 5Y*
- 12.03%
- 10Y*
- 16.29%
WES vs. RDVY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WES Western Midstream Partners, LP | 17.89% | 12.77% | 43.58% | 19.46% | 29.29% | 72.31% | -19.13% | -22.65% | -20.23% | -8.01% |
RDVY First Trust Rising Dividend Achievers ETF | 13.41% | 18.90% | 16.41% | 20.38% | -13.27% | 31.14% | 13.47% | 37.71% | -9.92% | 22.75% |
Correlation
The correlation between WES and RDVY is 0.07, 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 | 0.07 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.33 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.41 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.39 |
Correlation (All Time) Calculated using the full available price history since Jan 7, 2014 | 0.38 |
Over the past year, the correlation between WES and RDVY has dropped to 0.07 - well below their long-term average of 0.38, suggesting their price drivers have been diverging.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
WES vs. RDVY — Risk / Return Rank
WES
RDVY
WES vs. RDVY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Western Midstream Partners, LP (WES) and First Trust Rising Dividend Achievers ETF (RDVY). 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.
| WES | RDVY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.74 | ||
| Sortino ratioReturn per unit of downside risk | -1.14 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 1.36 | -0.13 |
| Calmar ratioReturn relative to maximum drawdown | 2.77 | 3.26 | -0.49 |
| Martin ratioReturn relative to average drawdown | 6.16 | 13.71 | -7.55 |
Loading charts...
Drawdowns
WES vs. RDVY - Drawdown Comparison
The maximum WES drawdown since its inception was -93.66%, which is greater than RDVY's maximum drawdown of -40.60%. Use the drawdown chart below to compare losses from any high point for WES and RDVY.
Loading charts...
Drawdown Indicators
| WES | RDVY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -93.66% | -40.60% | -53.06% |
Max Drawdown (1Y)Largest decline over 1 year | -9.42% | -9.04% | -0.38% |
Max Drawdown (3Y)Largest decline over 3 years | -16.65% | -19.11% | +2.46% |
Max Drawdown (5Y)Largest decline over 5 years | -23.54% | -25.32% | +1.78% |
Max Drawdown (10Y)Largest decline over 10 years | -91.90% | -40.60% | -51.30% |
Current DrawdownCurrent decline from peak | -5.83% | 0.00% | -5.83% |
Average DrawdownAverage peak-to-trough decline | -28.49% | -4.99% | -23.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.23% | 2.15% | +2.08% |
Volatility
WES vs. RDVY - Volatility Comparison
Western Midstream Partners, LP (WES) has a higher volatility of 7.47% compared to First Trust Rising Dividend Achievers ETF (RDVY) at 5.04%. This indicates that WES's price experiences larger fluctuations and is considered to be riskier than RDVY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| WES | RDVY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.47% | 5.04% | +2.43% |
Volatility (6M)Calculated over the trailing 6-month period | 15.58% | 11.50% | +4.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.24% | 14.48% | +5.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.20% | 18.98% | +10.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 46.62% | 21.13% | +25.49% |
Dividends
WES vs. RDVY - Dividend Comparison
WES's dividend yield for the trailing twelve months is around 8.21%, more than RDVY's 0.89% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RDVY First Trust Rising Dividend Achievers ETF | 0.89% | 1.11% | 1.64% | 2.09% | 2.21% | 1.04% | 1.53% | 1.55% | 1.68% | 1.25% | 2.07% | 2.14% |
WES Western Midstream Partners, LP | 8.21% | 9.13% | 8.33% | 8.52% | 6.80% | 5.69% | 11.25% | 12.45% | 8.28% | 5.43% | 4.03% | 3.86% |
Frequently Asked Questions
WES and RDVY have a correlation of 0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
WES has higher volatility (7.47%) compared to RDVY (5.04%). In terms of maximum drawdown, WES dropped -93.66% vs RDVY's -40.60%.
RDVY currently has the higher Sharpe Ratio (2.03 vs 1.29), 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.
Find the right allocation for WES and RDVY
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer