BTHM vs. ENTR
Compare and contrast key facts about Blackrock Future U.S. Themes ETF (BTHM) and ERShares Entrepreneurs ETF (ENTR).
BTHM and ENTR are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BTHM is an actively managed fund by BlackRock. It was launched on Dec 14, 2021. ENTR is a passively managed fund by Capital Impact Advisors that tracks the performance of the Entrepreneur 30 Index. It was launched on Nov 8, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BTHM or ENTR.
Key characteristics
| BTHM | ENTR | |
|---|---|---|
| YTD Return | 27.95% | 20.19% |
| 1Y Return | 39.49% | 41.85% |
| Sharpe Ratio | 2.88 | 1.97 |
| Sortino Ratio | 3.85 | 2.67 |
| Omega Ratio | 1.52 | 1.34 |
| Calmar Ratio | 4.37 | 1.04 |
| Martin Ratio | 18.74 | 12.18 |
| Ulcer Index | 2.16% | 3.59% |
| Daily Std Dev | 14.06% | 22.17% |
| Max Drawdown | -26.54% | -56.28% |
| Current Drawdown | -2.53% | -17.67% |
Correlation
The correlation between BTHM and ENTR is 0.87, 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
BTHM vs. ENTR - Performance Comparison
In the year-to-date period, BTHM achieves a 27.95% return, which is significantly higher than ENTR's 20.19% return. 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.
BTHM vs. ENTR - Expense Ratio Comparison
BTHM has a 0.60% expense ratio, which is higher than ENTR's 0.49% expense ratio.
Risk-Adjusted Performance
BTHM vs. ENTR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Blackrock Future U.S. Themes ETF (BTHM) and ERShares Entrepreneurs ETF (ENTR). 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
BTHM vs. ENTR - Dividend Comparison
BTHM's dividend yield for the trailing twelve months is around 0.30%, more than ENTR's 0.05% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|
BTHM Blackrock Future U.S. Themes ETF | 0.30% | 0.55% | 0.90% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ENTR ERShares Entrepreneurs ETF | 0.05% | 0.06% | 0.00% | 57.75% | 6.31% | 0.08% | 0.19% | 0.08% |
Drawdowns
BTHM vs. ENTR - Drawdown Comparison
The maximum BTHM drawdown since its inception was -26.54%, smaller than the maximum ENTR drawdown of -56.28%. Use the drawdown chart below to compare losses from any high point for BTHM and ENTR. For additional features, visit the drawdowns tool.
Volatility
BTHM vs. ENTR - Volatility Comparison
The current volatility for Blackrock Future U.S. Themes ETF (BTHM) is 3.37%, while ERShares Entrepreneurs ETF (ENTR) has a volatility of 5.50%. This indicates that BTHM experiences smaller price fluctuations and is considered to be less risky than ENTR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.