BTEK vs. VGELX
Compare and contrast key facts about Future Tech ETF (BTEK) and Vanguard Energy Fund Admiral Shares (VGELX).
BTEK is an actively managed fund by Blackrock Financial Management. It was launched on Sep 29, 2020. VGELX is managed by Vanguard. It was launched on Nov 12, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BTEK or VGELX.
Key characteristics
| BTEK | VGELX |
|---|
Correlation
The correlation between BTEK and VGELX is 0.09, 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. VGELX - Performance Comparison
The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BTEK vs. VGELX - Expense Ratio Comparison
BTEK has a 0.88% expense ratio, which is higher than VGELX's 0.33% expense ratio.
Risk-Adjusted Performance
BTEK vs. VGELX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Future Tech ETF (BTEK) and Vanguard Energy Fund Admiral Shares (VGELX). 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. VGELX - Dividend Comparison
BTEK has not paid dividends to shareholders, while VGELX's dividend yield for the trailing twelve months is around 3.81%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BTEK Future Tech ETF | 100.03% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VGELX Vanguard Energy Fund Admiral Shares | 3.81% | 4.28% | 4.71% | 3.69% | 4.54% | 3.38% | 3.07% | 3.05% | 1.91% | 2.70% | 2.34% | 1.98% |
Drawdowns
BTEK vs. VGELX - Drawdown Comparison
Volatility
BTEK vs. VGELX - Volatility Comparison
The current volatility for Future Tech ETF (BTEK) is 0.00%, while Vanguard Energy Fund Admiral Shares (VGELX) has a volatility of 3.17%. This indicates that BTEK experiences smaller price fluctuations and is considered to be less risky than VGELX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.