BIGTX vs. IYW
Compare and contrast key facts about The Texas Fund (BIGTX) and iShares U.S. Technology ETF (IYW).
BIGTX is managed by Monteagle Funds. It was launched on Sep 17, 2013. IYW is a passively managed fund by iShares that tracks the performance of the Dow Jones U.S. Technology Index. It was launched on May 19, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BIGTX or IYW.
Key characteristics
| BIGTX | IYW | |
|---|---|---|
| YTD Return | 21.26% | 26.93% |
| 1Y Return | 30.54% | 34.37% |
| 3Y Return (Ann) | 2.70% | 11.04% |
| 5Y Return (Ann) | 10.69% | 23.49% |
| 10Y Return (Ann) | 4.59% | 20.46% |
| Sharpe Ratio | 1.65 | 1.66 |
| Sortino Ratio | 2.40 | 2.20 |
| Omega Ratio | 1.29 | 1.30 |
| Calmar Ratio | 1.61 | 2.19 |
| Martin Ratio | 8.32 | 7.58 |
| Ulcer Index | 3.47% | 4.66% |
| Daily Std Dev | 17.48% | 21.18% |
| Max Drawdown | -44.48% | -81.89% |
| Current Drawdown | -3.23% | -3.55% |
Correlation
The correlation between BIGTX and IYW is 0.60, 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.
Performance
BIGTX vs. IYW - Performance Comparison
In the year-to-date period, BIGTX achieves a 21.26% return, which is significantly lower than IYW's 26.93% return. Over the past 10 years, BIGTX has underperformed IYW with an annualized return of 4.59%, while IYW has yielded a comparatively higher 20.46% annualized 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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BIGTX vs. IYW - Expense Ratio Comparison
BIGTX has a 1.67% expense ratio, which is higher than IYW's 0.42% expense ratio.
Risk-Adjusted Performance
BIGTX vs. IYW - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The Texas Fund (BIGTX) and iShares U.S. Technology ETF (IYW). 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
BIGTX vs. IYW - Dividend Comparison
BIGTX's dividend yield for the trailing twelve months is around 0.06%, less than IYW's 0.42% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIGTX The Texas Fund | 0.06% | 0.05% | 0.15% | 0.00% | 0.07% | 0.08% | 0.22% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IYW iShares U.S. Technology ETF | 0.42% | 0.53% | 0.50% | 0.31% | 0.56% | 0.72% | 0.91% | 0.82% | 1.13% | 1.12% | 1.13% | 1.06% |
Drawdowns
BIGTX vs. IYW - Drawdown Comparison
The maximum BIGTX drawdown since its inception was -44.48%, smaller than the maximum IYW drawdown of -81.89%. Use the drawdown chart below to compare losses from any high point for BIGTX and IYW. For additional features, visit the drawdowns tool.
Volatility
BIGTX vs. IYW - Volatility Comparison
The Texas Fund (BIGTX) and iShares U.S. Technology ETF (IYW) have volatilities of 6.48% and 6.50%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.