WEX vs. RSEE
Compare and contrast key facts about WEX Inc. (WEX) and Rareview Systematic Equity ETF (RSEE).
RSEE is an actively managed fund by Rareview Funds. It was launched on Jan 20, 2022.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WEX or RSEE.
Correlation
The correlation between WEX and RSEE is 0.50, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
WEX vs. RSEE - Performance Comparison
Key characteristics
WEX:
-0.90
RSEE:
1.42
WEX:
-1.04
RSEE:
1.95
WEX:
0.82
RSEE:
1.27
WEX:
-0.82
RSEE:
2.24
WEX:
-1.41
RSEE:
8.93
WEX:
21.88%
RSEE:
2.52%
WEX:
34.37%
RSEE:
15.84%
WEX:
-78.96%
RSEE:
-15.83%
WEX:
-36.88%
RSEE:
-0.24%
Returns By Period
In the year-to-date period, WEX achieves a -12.80% return, which is significantly lower than RSEE's 5.93% return.
WEX
-12.80%
-16.66%
-15.98%
-30.84%
-8.00%
3.86%
RSEE
5.93%
2.78%
8.25%
23.08%
N/A
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
WEX vs. RSEE — Risk-Adjusted Performance Rank
WEX
RSEE
WEX vs. RSEE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WEX Inc. (WEX) and Rareview Systematic Equity ETF (RSEE). 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
WEX vs. RSEE - Dividend Comparison
WEX has not paid dividends to shareholders, while RSEE's dividend yield for the trailing twelve months is around 8.51%.
| TTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
WEX WEX Inc. | 0.00% | 0.00% | 0.00% | 0.00% |
RSEE Rareview Systematic Equity ETF | 8.51% | 9.02% | 0.84% | 1.97% |
Drawdowns
WEX vs. RSEE - Drawdown Comparison
The maximum WEX drawdown since its inception was -78.96%, which is greater than RSEE's maximum drawdown of -15.83%. Use the drawdown chart below to compare losses from any high point for WEX and RSEE. For additional features, visit the drawdowns tool.
Volatility
WEX vs. RSEE - Volatility Comparison
WEX Inc. (WEX) has a higher volatility of 22.01% compared to Rareview Systematic Equity ETF (RSEE) at 4.17%. This indicates that WEX's price experiences larger fluctuations and is considered to be riskier than RSEE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.