BOYAX vs. VGT
Compare and contrast key facts about Boyar Value Fund (BOYAX) and Vanguard Information Technology ETF (VGT).
BOYAX is managed by Boyar Value Fund. It was launched on May 5, 1998. VGT is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Information Technology 25/50 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: BOYAX or VGT.
Correlation
The correlation between BOYAX and VGT is 0.75, 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
BOYAX vs. VGT - Performance Comparison
Key characteristics
BOYAX:
0.33
VGT:
1.20
BOYAX:
0.51
VGT:
1.65
BOYAX:
1.08
VGT:
1.22
BOYAX:
0.39
VGT:
1.76
BOYAX:
0.90
VGT:
6.12
BOYAX:
5.21%
VGT:
4.39%
BOYAX:
14.13%
VGT:
22.30%
BOYAX:
-63.13%
VGT:
-54.63%
BOYAX:
-6.89%
VGT:
-0.88%
Returns By Period
In the year-to-date period, BOYAX achieves a 4.71% return, which is significantly higher than VGT's 3.17% return. Over the past 10 years, BOYAX has underperformed VGT with an annualized return of 3.48%, while VGT has yielded a comparatively higher 20.64% annualized return.
BOYAX
4.71%
0.63%
1.53%
4.87%
3.58%
3.48%
VGT
3.17%
1.41%
12.88%
29.47%
20.41%
20.64%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BOYAX vs. VGT - Expense Ratio Comparison
BOYAX has a 1.56% expense ratio, which is higher than VGT's 0.10% expense ratio.
Risk-Adjusted Performance
BOYAX vs. VGT — Risk-Adjusted Performance Rank
BOYAX
VGT
BOYAX vs. VGT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Boyar Value Fund (BOYAX) and Vanguard Information Technology ETF (VGT). 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
BOYAX vs. VGT - Dividend Comparison
BOYAX's dividend yield for the trailing twelve months is around 0.17%, less than VGT's 0.58% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BOYAX Boyar Value Fund | 0.17% | 0.18% | 0.40% | 0.49% | 0.00% | 0.15% | 0.42% | 0.34% | 0.71% | 0.14% | 0.00% | 0.00% |
VGT Vanguard Information Technology ETF | 0.58% | 0.60% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% |
Drawdowns
BOYAX vs. VGT - Drawdown Comparison
The maximum BOYAX drawdown since its inception was -63.13%, which is greater than VGT's maximum drawdown of -54.63%. Use the drawdown chart below to compare losses from any high point for BOYAX and VGT. For additional features, visit the drawdowns tool.
Volatility
BOYAX vs. VGT - Volatility Comparison
The current volatility for Boyar Value Fund (BOYAX) is 2.75%, while Vanguard Information Technology ETF (VGT) has a volatility of 7.64%. This indicates that BOYAX experiences smaller price fluctuations and is considered to be less risky than VGT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.