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.
Performance
BFTR vs. SWPPX - Performance Comparison
Returns By Period
BFTR
N/A
N/A
N/A
N/A
N/A
N/A
SWPPX
26.66%
3.08%
13.26%
32.82%
15.76%
13.20%
Key characteristics
| BFTR | SWPPX |
|---|
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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.
Correlation
The correlation between BFTR and SWPPX is 0.66, 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.
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 1.13%.
| 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 | 1.13% | 1.43% | 1.67% | 1.17% | 1.81% | 1.77% | 2.20% | 1.75% | 1.99% | 2.15% | 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 3.96%. 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.