DRSK vs. IEF
Compare and contrast key facts about Aptus Defined Risk ETF (DRSK) and iShares 7-10 Year Treasury Bond ETF (IEF).
DRSK and IEF are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DRSK is an actively managed fund by Aptus Capital Advisors. It was launched on Aug 8, 2018. IEF is a passively managed fund by iShares that tracks the performance of the Barclays Capital U.S. 7-10 Year Treasury Bond Index. It was launched on Jul 26, 2002.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DRSK or IEF.
Correlation
The correlation between DRSK and IEF is -0.08. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
DRSK vs. IEF - Performance Comparison
Key characteristics
DRSK:
1.04
IEF:
0.87
DRSK:
1.54
IEF:
1.29
DRSK:
1.19
IEF:
1.15
DRSK:
1.31
IEF:
0.29
DRSK:
4.66
IEF:
1.82
DRSK:
1.56%
IEF:
3.14%
DRSK:
7.11%
IEF:
6.63%
DRSK:
-19.87%
IEF:
-23.93%
DRSK:
-2.65%
IEF:
-14.69%
Returns By Period
In the year-to-date period, DRSK achieves a 0.19% return, which is significantly lower than IEF's 3.27% return.
DRSK
0.19%
0.89%
-1.75%
7.37%
1.79%
N/A
IEF
3.27%
-0.36%
2.21%
5.73%
-2.84%
0.93%
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DRSK vs. IEF - Expense Ratio Comparison
DRSK has a 0.79% expense ratio, which is higher than IEF's 0.15% expense ratio.
Risk-Adjusted Performance
DRSK vs. IEF — Risk-Adjusted Performance Rank
DRSK
IEF
DRSK vs. IEF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Aptus Defined Risk ETF (DRSK) and iShares 7-10 Year Treasury Bond ETF (IEF). 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
DRSK vs. IEF - Dividend Comparison
DRSK's dividend yield for the trailing twelve months is around 3.46%, less than IEF's 3.72% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DRSK Aptus Defined Risk ETF | 3.46% | 3.31% | 3.57% | 1.93% | 2.64% | 5.69% | 3.04% | 2.62% | 0.00% | 0.00% | 0.00% | 0.00% |
IEF iShares 7-10 Year Treasury Bond ETF | 3.72% | 3.62% | 2.91% | 1.96% | 0.83% | 1.08% | 2.08% | 2.24% | 1.82% | 1.81% | 1.90% | 2.05% |
Drawdowns
DRSK vs. IEF - Drawdown Comparison
The maximum DRSK drawdown since its inception was -19.87%, smaller than the maximum IEF drawdown of -23.93%. Use the drawdown chart below to compare losses from any high point for DRSK and IEF. For additional features, visit the drawdowns tool.
Volatility
DRSK vs. IEF - Volatility Comparison
The current volatility for Aptus Defined Risk ETF (DRSK) is 1.88%, while iShares 7-10 Year Treasury Bond ETF (IEF) has a volatility of 2.12%. This indicates that DRSK experiences smaller price fluctuations and is considered to be less risky than IEF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.