BTEK vs. EWZS
Compare and contrast key facts about Future Tech ETF (BTEK) and iShares MSCI Brazil Small-Cap ETF (EWZS).
BTEK and EWZS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BTEK is an actively managed fund by Blackrock Financial Management. It was launched on Sep 29, 2020. EWZS is a passively managed fund by iShares that tracks the performance of the MSCI Brazil Small Cap Index. It was launched on Sep 28, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BTEK or EWZS.
Key characteristics
| BTEK | EWZS | |
|---|---|---|
| YTD Return | 3.03% | -13.35% |
| 1Y Return | 28.80% | 16.59% |
| 3Y Return (Ann) | -13.12% | -5.40% |
| 5Y Return (Ann) | 13.84% | -0.34% |
| 10Y Return (Ann) | 13.84% | -0.58% |
| Sharpe Ratio | 1.35 | 0.65 |
| Daily Std Dev | 21.79% | 25.79% |
| Max Drawdown | -59.34% | -79.26% |
| Current Drawdown | -42.39% | -38.63% |
Correlation
The correlation between BTEK and EWZS is 0.17, 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
BTEK vs. EWZS - Performance Comparison
In the year-to-date period, BTEK achieves a 3.03% return, which is significantly higher than EWZS's -13.35% return. Over the past 10 years, BTEK has outperformed EWZS with an annualized return of 13.84%, while EWZS has yielded a comparatively lower -0.58% 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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BTEK vs. EWZS - Expense Ratio Comparison
BTEK has a 0.88% expense ratio, which is higher than EWZS's 0.59% expense ratio.
Risk-Adjusted Performance
BTEK vs. EWZS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Future Tech ETF (BTEK) and iShares MSCI Brazil Small-Cap ETF (EWZS). 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
BTEK vs. EWZS - Dividend Comparison
BTEK has not paid dividends to shareholders, while EWZS's dividend yield for the trailing twelve months is around 3.17%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BTEK Future Tech 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% |
EWZS iShares MSCI Brazil Small-Cap ETF | 3.17% | 2.75% | 4.61% | 4.50% | 1.15% | 1.76% | 4.75% | 3.38% | 3.58% | 4.31% | 3.02% | 1.86% |
Drawdowns
BTEK vs. EWZS - Drawdown Comparison
The maximum BTEK drawdown since its inception was -59.34%, smaller than the maximum EWZS drawdown of -79.26%. Use the drawdown chart below to compare losses from any high point for BTEK and EWZS. For additional features, visit the drawdowns tool.
Volatility
BTEK vs. EWZS - Volatility Comparison
The current volatility for Future Tech ETF (BTEK) is 6.66%, while iShares MSCI Brazil Small-Cap ETF (EWZS) has a volatility of 7.83%. This indicates that BTEK experiences smaller price fluctuations and is considered to be less risky than EWZS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.