CAML vs. BTHM
Compare and contrast key facts about Congress Large Cap Growth ETF (CAML) and Blackrock Future U.S. Themes ETF (BTHM).
CAML and BTHM are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. CAML is an actively managed fund by Congress. It was launched on Aug 21, 2023. BTHM is an actively managed fund by BlackRock. It was launched on Dec 14, 2021.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CAML or BTHM.
Key characteristics
| CAML | BTHM | |
|---|---|---|
| YTD Return | 27.85% | 34.79% |
| 1Y Return | 37.32% | 43.98% |
| Sharpe Ratio | 2.58 | 3.27 |
| Sortino Ratio | 3.49 | 4.34 |
| Omega Ratio | 1.48 | 1.59 |
| Calmar Ratio | 3.90 | 5.04 |
| Martin Ratio | 16.84 | 21.61 |
| Ulcer Index | 2.25% | 2.16% |
| Daily Std Dev | 14.66% | 14.24% |
| Max Drawdown | -9.71% | -26.54% |
| Current Drawdown | 0.00% | -0.32% |
Correlation
The correlation between CAML and BTHM is 0.93, 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
CAML vs. BTHM - Performance Comparison
In the year-to-date period, CAML achieves a 27.85% return, which is significantly lower than BTHM's 34.79% 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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CAML vs. BTHM - Expense Ratio Comparison
CAML has a 0.65% expense ratio, which is higher than BTHM's 0.60% expense ratio.
Risk-Adjusted Performance
CAML vs. BTHM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Congress Large Cap Growth ETF (CAML) and Blackrock Future U.S. Themes ETF (BTHM). 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
CAML vs. BTHM - Dividend Comparison
CAML's dividend yield for the trailing twelve months is around 0.12%, less than BTHM's 0.29% yield.
| TTM | 2023 | 2022 | |
|---|---|---|---|
CAML Congress Large Cap Growth ETF | 0.12% | 0.15% | 0.00% |
BTHM Blackrock Future U.S. Themes ETF | 0.29% | 0.55% | 0.90% |
Drawdowns
CAML vs. BTHM - Drawdown Comparison
The maximum CAML drawdown since its inception was -9.71%, smaller than the maximum BTHM drawdown of -26.54%. Use the drawdown chart below to compare losses from any high point for CAML and BTHM. For additional features, visit the drawdowns tool.
Volatility
CAML vs. BTHM - Volatility Comparison
Congress Large Cap Growth ETF (CAML) has a higher volatility of 4.31% compared to Blackrock Future U.S. Themes ETF (BTHM) at 4.04%. This indicates that CAML's price experiences larger fluctuations and is considered to be riskier than BTHM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.