RWLC vs SVOL
Rayliant NxtGen Multifactor US Equity ETF vs Simplify Volatility Premium ETF
Which is better, RWLC or SVOL?
SVOL has been ahead.
RWLC has a lower expense ratio. SVOL led over 1Y.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | RWLC | SVOL |
|---|---|---|
| Expense Ratio | 0.32%Best | 0.66% |
| AUM | $100M | $530M |
| Dividend Yield | 12.70% | 21.23% |
| Holdings | 208 | 109 |
| YTD Return | +18.51%Best | +11.39% |
| 1Y Return | - | +17.01% |
| 3Y Return (annualized) | - | +8.93% |
| 5Y Return (annualized) | - | +7.72% |
| Fund Family | The Advisors Inner Circle Fund | Simplify Exchange Traded Funds |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Dec 15, 2021 | May 12, 2021 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.
RWLC vs SVOL growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
RWLC vs SVOL Performance
Rayliant NxtGen Multifactor US Equity ETF (RWLC) is an ETF from The Advisors Inner Circle Fund and Simplify Volatility Premium ETF (SVOL) is an ETF from Simplify Exchange Traded Funds. Year to date, RWLC is up 18.51% versus a gain of 11.39% for SVOL.
Past performance does not guarantee future results.
Fees and Cost Over Time
RWLC charges 0.32% per year while SVOL charges 0.66%. On a $10,000 position that is $32 vs $66 annually, a gap of $34 per year that compounds over a long holding period. On income, RWLC currently yields 12.70% against 21.23% for SVOL.
Holdings Overlap
We hold position weights for 101 holdings in RWLC and 10 in SVOL, totalling 98.8% and 48.8% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 101 positions we hold weights for in RWLC and 10 in SVOL, against full books of 208 and 109.
You are not choosing between two funds in isolation.
Whichever of RWLC and SVOL you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, RWLC or SVOL?
RWLC has an expense ratio of 0.32% while SVOL charges 0.66%. RWLC is the cheaper option, by $34 a year on a $10,000 investment.
Which pays a higher dividend, RWLC or SVOL?
RWLC yields 12.70% while SVOL yields 21.23%, so SVOL currently pays the higher dividend yield.
Is SVOL better than RWLC?
RWLC has a lower expense ratio. SVOL led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.