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DURA vs. XBTF
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between DURA and XBTF is 0.27, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


-0.50.00.51.00.3

Performance

DURA vs. XBTF - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in VanEck Vectors Morningstar Durable Dividend ETF (DURA) and VanEck Bitcoin Strategy ETF (XBTF). The values are adjusted to include any dividend payments, if applicable.

-2.00%0.00%2.00%4.00%6.00%8.00%10.00%12.00%JulyAugustSeptemberOctoberNovemberDecember
4.37%
0
DURA
XBTF

Key characteristics

Returns By Period


DURA

YTD

8.60%

1M

-5.69%

6M

3.73%

1Y

9.48%

5Y*

5.38%

10Y*

N/A

XBTF

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

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DURA vs. XBTF - Expense Ratio Comparison

DURA has a 0.29% expense ratio, which is lower than XBTF's 0.65% expense ratio.


XBTF
VanEck Bitcoin Strategy ETF
Expense ratio chart for XBTF: current value at 0.65% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.65%
Expense ratio chart for DURA: current value at 0.29% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.29%

Risk-Adjusted Performance

DURA vs. XBTF - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for VanEck Vectors Morningstar Durable Dividend ETF (DURA) and VanEck Bitcoin Strategy ETF (XBTF). 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.


Sharpe ratio
The chart of Sharpe ratio for DURA, currently valued at 1.04, compared to the broader market0.002.004.001.04-0.17
The chart of Sortino ratio for DURA, currently valued at 1.52, compared to the broader market-2.000.002.004.006.008.0010.001.52-0.17
The chart of Omega ratio for DURA, currently valued at 1.18, compared to the broader market0.501.001.502.002.503.001.180.95
The chart of Calmar ratio for DURA, currently valued at 1.35, compared to the broader market0.005.0010.0015.001.35-0.05
The chart of Martin ratio for DURA, currently valued at 5.11, compared to the broader market0.0020.0040.0060.0080.00100.005.11-0.31
DURA
XBTF


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.50JulyAugustSeptemberOctoberNovemberDecember
1.04
-0.17
DURA
XBTF

Dividends

DURA vs. XBTF - Dividend Comparison

DURA's dividend yield for the trailing twelve months is around 3.05%, while XBTF has not paid dividends to shareholders.


TTM202320222021202020192018
DURA
VanEck Vectors Morningstar Durable Dividend ETF
3.05%3.58%3.01%2.89%3.49%3.08%0.66%
XBTF
VanEck Bitcoin Strategy ETF
101.35%0.18%0.00%0.00%0.00%0.00%0.00%

Drawdowns

DURA vs. XBTF - Drawdown Comparison


-40.00%-30.00%-20.00%-10.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-6.04%
-38.45%
DURA
XBTF

Volatility

DURA vs. XBTF - Volatility Comparison

VanEck Vectors Morningstar Durable Dividend ETF (DURA) has a higher volatility of 3.21% compared to VanEck Bitcoin Strategy ETF (XBTF) at 0.00%. This indicates that DURA's price experiences larger fluctuations and is considered to be riskier than XBTF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%1.00%2.00%3.00%4.00%JulyAugustSeptemberOctoberNovemberDecember
3.21%
0
DURA
XBTF
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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