BFTR vs. SWPPX
Compare and contrast key facts about Future Innovators ETF (BFTR) and Schwab S&P 500 Index Fund (SWPPX).
BFTR is an actively managed fund by Blackrock Financial Management. It was launched on Sep 29, 2020. SWPPX is managed by Charles Schwab.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BFTR or SWPPX.
Key characteristics
| BFTR | SWPPX |
|---|
Correlation
The correlation between BFTR and SWPPX is 0.71, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
BFTR vs. SWPPX - Performance Comparison
The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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BFTR vs. SWPPX - Expense Ratio Comparison
BFTR has a 0.80% expense ratio, which is higher than SWPPX's 0.02% expense ratio.
Risk-Adjusted Performance
BFTR vs. SWPPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Future Innovators ETF (BFTR) and Schwab S&P 500 Index Fund (SWPPX). 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
BFTR vs. SWPPX - Dividend Comparison
BFTR has not paid dividends to shareholders, while SWPPX's dividend yield for the trailing twelve months is around 1.35%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BFTR Future Innovators ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SWPPX Schwab S&P 500 Index Fund | 1.35% | 1.43% | 1.67% | 1.27% | 1.81% | 1.95% | 2.66% | 1.78% | 2.55% | 3.17% | 1.80% | 1.67% |
Drawdowns
BFTR vs. SWPPX - Drawdown Comparison
Volatility
BFTR vs. SWPPX - Volatility Comparison
The current volatility for Future Innovators ETF (BFTR) is 0.00%, while Schwab S&P 500 Index Fund (SWPPX) has a volatility of 3.91%. This indicates that BFTR experiences smaller price fluctuations and is considered to be less risky than SWPPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.