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BFLX vs. HTUS
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BFLX vs. HTUS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Flexible Equity Active ETF (BFLX) and Hull Tactical US ETF (HTUS). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


BFLX

1D
-0.43%
1M
-1.16%
6M
YTD
1Y
3Y*
5Y*
10Y*

HTUS

1D
-0.36%
1M
0.25%
6M
10.53%
YTD
11.11%
1Y
22.67%
3Y*
20.01%
5Y*
14.74%
10Y*
12.42%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BFLX vs. HTUS - Yearly Performance Comparison


Correlation

The correlation between BFLX and HTUS is 0.78, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (All Time)
Calculated using the full available price history since May 20, 2026

0.78

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Return for Risk

BFLX vs. HTUS — Risk / Return Rank

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

BFLX

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.


HTUS
HTUS Risk / Return Rank: 7575
Overall Rank
HTUS Sharpe Ratio Rank: 7474
Sharpe Ratio Rank
HTUS Sortino Ratio Rank: 7777
Sortino Ratio Rank
HTUS Omega Ratio Rank: 7777
Omega Ratio Rank
HTUS Calmar Ratio Rank: 6565
Calmar Ratio Rank
HTUS Martin Ratio Rank: 8282
Martin Ratio Rank
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.

BFLX vs. HTUS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Flexible Equity Active ETF (BFLX) and Hull Tactical US ETF (HTUS). 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.


BFLXHTUSDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.36

Calmar ratioReturn relative to maximum drawdown

2.62

Martin ratioReturn relative to average drawdown

12.68

BFLX vs. HTUS - Sharpe Ratio Comparison


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Drawdowns

BFLX vs. HTUS - Drawdown Comparison

The maximum BFLX drawdown since its inception was -3.85%, smaller than the maximum HTUS drawdown of -47.50%. Use the drawdown chart below to compare losses from any high point for BFLX and HTUS.


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Drawdown Indicators


BFLXHTUSDifference

Max Drawdown

Largest peak-to-trough decline

-3.85%

-47.50%

+43.65%

Max Drawdown (1Y)

Largest decline over 1 year

-8.68%

Max Drawdown (3Y)

Largest decline over 3 years

-24.41%

Max Drawdown (5Y)

Largest decline over 5 years

-24.41%

Max Drawdown (10Y)

Largest decline over 10 years

-47.50%

Current Drawdown

Current decline from peak

-2.25%

-0.74%

-1.51%

Average Drawdown

Average peak-to-trough decline

-1.37%

-4.03%

+2.66%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.79%

Volatility

BFLX vs. HTUS - Volatility Comparison


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Volatility by Period


BFLXHTUSDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.90%

Volatility (6M)

Calculated over the trailing 6-month period

10.07%

Volatility (1Y)

Calculated over the trailing 1-year period

14.09%

12.05%

+2.04%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.09%

19.10%

-5.01%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.09%

21.49%

-7.40%

BFLX vs. HTUS - Expense Ratio Comparison

BFLX has a 0.40% expense ratio, which is lower than HTUS's 0.97% expense ratio.


Dividends

BFLX vs. HTUS - Dividend Comparison

BFLX has not paid dividends to shareholders, while HTUS's dividend yield for the trailing twelve months is around 10.70%.


PositionTTM2025202420232022202120202019201820172016
BFLX
iShares Flexible Equity Active ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
HTUS
Hull Tactical US ETF
10.70%11.89%17.80%1.18%5.63%7.20%3.77%0.92%8.69%8.29%3.02%

Frequently Asked Questions


BFLX and HTUS have a correlation of 0.78, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, BFLX is cheaper at 0.40% per year. The better choice depends on whether you care most about return, fees, risk, or income.

BFLX is cheaper with a 0.40% expense ratio, compared with 0.97% for HTUS.

HTUS has the higher dividend yield at 10.70%, compared with 0.00% for BFLX.

They also come from different issuers: iShares and Exchange Traded Concepts. Their fees differ too: 0.40% for BFLX and 0.97% for HTUS.

Portfolio Optimizer

Find the right allocation for BFLX and HTUS

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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