CARK vs. BTHM
Compare and contrast key facts about Castleark Large Growth ETF (CARK) and Blackrock Future U.S. Themes ETF (BTHM).
CARK and BTHM are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. CARK is an actively managed fund by CastleArk. It was launched on Dec 6, 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: CARK or BTHM.
Correlation
The correlation between CARK and BTHM is 0.89, 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
CARK vs. BTHM - Performance Comparison
Key characteristics
CARK:
0.89
BTHM:
1.77
CARK:
1.31
BTHM:
2.40
CARK:
1.17
BTHM:
1.32
CARK:
1.13
BTHM:
2.88
CARK:
3.71
BTHM:
10.96
CARK:
4.50%
BTHM:
2.44%
CARK:
18.70%
BTHM:
15.11%
CARK:
-14.79%
BTHM:
-26.54%
CARK:
-3.32%
BTHM:
-0.74%
Returns By Period
In the year-to-date period, CARK achieves a 1.86% return, which is significantly lower than BTHM's 4.73% return.
CARK
1.86%
-0.77%
6.41%
18.71%
N/A
N/A
BTHM
4.73%
0.53%
11.56%
29.00%
N/A
N/A
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CARK vs. BTHM - Expense Ratio Comparison
CARK has a 0.54% expense ratio, which is lower than BTHM's 0.60% expense ratio.
Risk-Adjusted Performance
CARK vs. BTHM — Risk-Adjusted Performance Rank
CARK
BTHM
CARK vs. BTHM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Castleark Large Growth ETF (CARK) 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
CARK vs. BTHM - Dividend Comparison
CARK's dividend yield for the trailing twelve months is around 0.02%, less than BTHM's 0.70% yield.
| TTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
CARK Castleark Large Growth ETF | 0.02% | 0.02% | 0.00% | 0.00% |
BTHM Blackrock Future U.S. Themes ETF | 0.70% | 0.73% | 0.55% | 0.90% |
Drawdowns
CARK vs. BTHM - Drawdown Comparison
The maximum CARK drawdown since its inception was -14.79%, smaller than the maximum BTHM drawdown of -26.54%. Use the drawdown chart below to compare losses from any high point for CARK and BTHM. For additional features, visit the drawdowns tool.
Volatility
CARK vs. BTHM - Volatility Comparison
Castleark Large Growth ETF (CARK) has a higher volatility of 5.61% compared to Blackrock Future U.S. Themes ETF (BTHM) at 4.57%. This indicates that CARK'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.