BCUS vs. TEXN

Last updated Jun 4, 2026

BCUS (Bancreek U.S. Large Cap ETF) and TEXN (iShares Texas Equity ETF) are both Large Cap Blend Equities funds. BCUS is actively managed, while TEXN is passively managed. At a 0.48 correlation, their price movements are largely independent. BCUS charges 0.70%/yr vs 0.20%/yr for TEXN.

Performance

BCUS vs. TEXN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Bancreek U.S. Large Cap ETF (BCUS) and iShares Texas Equity ETF (TEXN). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, BCUS achieves a 10.83% return, which is significantly lower than TEXN's 25.94% return.

BCUS

• 1D: -0.72%
• 1M: 3.44%
• YTD: 10.83%
• 6M: 10.63%
• 1Y: 14.30%
• 3Y*: —
• 5Y*: —
• 10Y*: —

TEXN

• 1D: -0.24%
• 1M: 5.35%
• YTD: 25.94%
• 6M: 24.41%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

BCUS vs. TEXN - Yearly Performance Comparison

	2026 (YTD)	2025
BCUS Bancreek U.S. Large Cap ETF	10.83%	4.29%
TEXN iShares Texas Equity ETF	25.94%	8.16%

Correlation

The correlation between BCUS and TEXN is 0.48, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (All Time) Calculated using the full available price history since Jun 25, 2025	0.48

BCUS vs. TEXN - Sectors Allocation Comparison

Sectors	BCUS	TEXN
Industrials	26.4%	16.9%
Technology	19.3%	15.5%
Consumer Cyclical	12.0%	10.8%
Communication Services	10.8%	3.6%
Basic Materials	9.7%	0.8%
Financial Services	6.2%	4.1%
Utilities	5.6%	2.9%
Energy	4.1%	36.1%
Consumer Defensive	3.3%	2.1%
Healthcare	2.7%	2.9%
Real Estate	-	4.2%

Return for Risk

BCUS vs. TEXN — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BCUS

BCUS Risk / Return Rank: 31
BCUS Sharpe Ratio Rank: 28
BCUS Sortino Ratio Rank: 29
BCUS Omega Ratio Rank: 28
BCUS Calmar Ratio Rank: 30
BCUS Martin Ratio Rank: 37

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BCUS vs. TEXN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Bancreek U.S. Large Cap ETF (BCUS) and iShares Texas Equity ETF (TEXN). 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.

	BCUS	TEXN	Difference
Sharpe ratio: Return per unit of total volatility	1.01	—	—
Sortino ratio: Return per unit of downside risk	1.57	—	—
Omega ratio: Gain probability vs. loss probability	1.19	—	—
Calmar ratio: Return relative to maximum drawdown	1.46	—	—
Martin ratio: Return relative to average drawdown	5.71	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	BCUS	TEXN	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.01	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.00	2.75	-1.75

Drawdowns

BCUS vs. TEXN - Drawdown Comparison

The maximum BCUS drawdown since its inception was -18.14%, which is greater than TEXN's maximum drawdown of -6.34%. Use the drawdown chart below to compare losses from any high point for BCUS and TEXN.

Drawdown Indicators

	BCUS	TEXN	Difference
Max Drawdown Largest peak-to-trough decline	-18.14%	-6.34%	-11.80%
Max Drawdown (1Y) Largest decline over 1 year	-9.81%	—	—
Current Drawdown Current decline from peak	-0.72%	-0.24%	-0.48%
Average Drawdown Average peak-to-trough decline	-2.92%	-1.12%	-1.80%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.53%	—	—

Volatility

Volatility by Period

	BCUS	TEXN	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.34%	—	—
Volatility (6M) Calculated over the trailing 6-month period	12.11%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	14.29%	14.19%	+0.10%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.20%	14.19%	+2.01%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.20%	14.19%	+2.01%

BCUS vs. TEXN - Expense Ratio Comparison

BCUS has a 0.70% expense ratio, which is higher than TEXN's 0.20% expense ratio.

Dividends

BCUS vs. TEXN - Dividend Comparison

BCUS's dividend yield for the trailing twelve months is around 0.32%, less than TEXN's 1.01% yield.

Position	TTM	2025	2024
BCUS Bancreek U.S. Large Cap ETF	0.32%	0.49%	0.23%
TEXN iShares Texas Equity ETF	1.01%	0.86%	0.00%

Frequently Asked Questions

Can I hold both BCUS and TEXN in my portfolio?

BCUS and TEXN have a correlation of 0.48, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, BCUS or TEXN?

On fees, TEXN is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, BCUS or TEXN?

TEXN is cheaper with a 0.20% expense ratio, compared with 0.70% for BCUS.

Which ETF pays a higher dividend yield, BCUS or TEXN?

TEXN has the higher dividend yield at 1.01%, compared with 0.32% for BCUS.

What is the main difference between BCUS and TEXN?

They also come from different issuers: Bancreek and iShares. Their fees differ too: 0.70% for BCUS and 0.20% for TEXN.