BGLD vs. VTV
Compare and contrast key facts about FT Cboe Vest Gold Strategy Quarterly Buffer ETF (BGLD) and Vanguard Value ETF (VTV).
BGLD and VTV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BGLD is an actively managed fund by First Trust. It was launched on Jan 20, 2021. VTV is a passively managed fund by Vanguard that tracks the performance of the MSCI US Prime Market Value Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BGLD or VTV.
Key characteristics
| BGLD | VTV | |
|---|---|---|
| YTD Return | 7.31% | 6.70% |
| 1Y Return | 13.34% | 15.77% |
| 3Y Return (Ann) | 4.94% | 7.96% |
| Sharpe Ratio | 0.80 | 1.64 |
| Daily Std Dev | 17.07% | 10.20% |
| Max Drawdown | -16.19% | -59.27% |
| Current Drawdown | -2.63% | -2.66% |
Correlation
The correlation between BGLD and VTV is 0.15, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
BGLD vs. VTV - Performance Comparison
In the year-to-date period, BGLD achieves a 7.31% return, which is significantly higher than VTV's 6.70% return. 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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BGLD vs. VTV - Expense Ratio Comparison
BGLD has a 0.90% expense ratio, which is higher than VTV's 0.04% expense ratio.
Risk-Adjusted Performance
BGLD vs. VTV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for FT Cboe Vest Gold Strategy Quarterly Buffer ETF (BGLD) and Vanguard Value ETF (VTV). 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
BGLD vs. VTV - Dividend Comparison
BGLD's dividend yield for the trailing twelve months is around 9.77%, more than VTV's 2.43% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BGLD FT Cboe Vest Gold Strategy Quarterly Buffer ETF | 9.77% | 10.49% | 0.40% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VTV Vanguard Value ETF | 2.43% | 2.46% | 2.52% | 2.15% | 2.56% | 2.50% | 2.73% | 2.29% | 2.44% | 2.60% | 2.22% | 2.21% |
Drawdowns
BGLD vs. VTV - Drawdown Comparison
The maximum BGLD drawdown since its inception was -16.19%, smaller than the maximum VTV drawdown of -59.27%. Use the drawdown chart below to compare losses from any high point for BGLD and VTV. For additional features, visit the drawdowns tool.
Volatility
BGLD vs. VTV - Volatility Comparison
The current volatility for FT Cboe Vest Gold Strategy Quarterly Buffer ETF (BGLD) is 1.01%, while Vanguard Value ETF (VTV) has a volatility of 2.84%. This indicates that BGLD experiences smaller price fluctuations and is considered to be less risky than VTV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.