VEA vs. BTMKX
Compare and contrast key facts about Vanguard FTSE Developed Markets ETF (VEA) and iShares MSCI EAFE International Index Fund (BTMKX).
VEA is a passively managed fund by Vanguard that tracks the performance of the MSCI EAFE Index. It was launched on Jul 20, 2007. BTMKX is a passively managed fund by iShares that tracks the performance of the MSCI EAFE Index. It was launched on Apr 1, 2011. Both VEA and BTMKX are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VEA or BTMKX.
Correlation
The correlation between VEA and BTMKX is 0.80, 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
VEA vs. BTMKX - Performance Comparison
Key characteristics
VEA:
0.62
BTMKX:
0.68
VEA:
0.99
BTMKX:
1.04
VEA:
1.13
BTMKX:
1.14
VEA:
0.80
BTMKX:
0.84
VEA:
2.41
BTMKX:
2.44
VEA:
4.45%
BTMKX:
4.71%
VEA:
17.30%
BTMKX:
16.96%
VEA:
-60.69%
BTMKX:
-33.92%
VEA:
-0.60%
BTMKX:
-0.93%
Returns By Period
In the year-to-date period, VEA achieves a 10.15% return, which is significantly lower than BTMKX's 11.13% return. Both investments have delivered pretty close results over the past 10 years, with VEA having a 5.54% annualized return and BTMKX not far behind at 5.51%.
VEA
10.15%
2.32%
5.84%
10.70%
11.50%
5.54%
BTMKX
11.13%
1.86%
6.62%
11.58%
11.69%
5.51%
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VEA vs. BTMKX - Expense Ratio Comparison
Both VEA and BTMKX have an expense ratio of 0.05%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Risk-Adjusted Performance
VEA vs. BTMKX — Risk-Adjusted Performance Rank
VEA
BTMKX
VEA vs. BTMKX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard FTSE Developed Markets ETF (VEA) and iShares MSCI EAFE International Index Fund (BTMKX). 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
VEA vs. BTMKX - Dividend Comparison
VEA's dividend yield for the trailing twelve months is around 2.98%, less than BTMKX's 3.09% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VEA Vanguard FTSE Developed Markets ETF | 2.98% | 3.36% | 3.16% | 2.91% | 3.16% | 2.04% | 3.04% | 3.35% | 2.77% | 3.05% | 2.92% | 3.68% |
BTMKX iShares MSCI EAFE International Index Fund | 3.09% | 3.44% | 3.19% | 2.80% | 3.06% | 1.99% | 3.34% | 4.58% | 2.45% | 2.84% | 2.42% | 0.80% |
Drawdowns
VEA vs. BTMKX - Drawdown Comparison
The maximum VEA drawdown since its inception was -60.69%, which is greater than BTMKX's maximum drawdown of -33.92%. Use the drawdown chart below to compare losses from any high point for VEA and BTMKX. For additional features, visit the drawdowns tool.
Volatility
VEA vs. BTMKX - Volatility Comparison
Vanguard FTSE Developed Markets ETF (VEA) has a higher volatility of 11.52% compared to iShares MSCI EAFE International Index Fund (BTMKX) at 10.82%. This indicates that VEA's price experiences larger fluctuations and is considered to be riskier than BTMKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.