EQTIX vs. DAPP
Compare and contrast key facts about Shelton Equity Income Fund (EQTIX) and VanEck Digital Transformation ETF (DAPP).
EQTIX is managed by Shelton Capital Management. It was launched on Sep 3, 1996. DAPP is a passively managed fund by VanEck that tracks the performance of the MVIS Global Digital Assets Equity Index. It was launched on Apr 9, 2021.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EQTIX or DAPP.
Correlation
The correlation between EQTIX and DAPP is 0.53, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
EQTIX vs. DAPP - Performance Comparison
Key characteristics
EQTIX:
1.83
DAPP:
1.23
EQTIX:
2.51
DAPP:
2.00
EQTIX:
1.34
DAPP:
1.23
EQTIX:
3.01
DAPP:
1.21
EQTIX:
10.57
DAPP:
5.78
EQTIX:
1.67%
DAPP:
16.20%
EQTIX:
9.66%
DAPP:
76.15%
EQTIX:
-54.79%
DAPP:
-91.90%
EQTIX:
-0.73%
DAPP:
-48.89%
Returns By Period
In the year-to-date period, EQTIX achieves a 3.21% return, which is significantly lower than DAPP's 7.24% return.
EQTIX
3.21%
3.21%
9.82%
18.94%
7.53%
2.08%
DAPP
7.24%
7.24%
38.04%
107.14%
N/A
N/A
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EQTIX vs. DAPP - Expense Ratio Comparison
EQTIX has a 0.72% expense ratio, which is higher than DAPP's 0.50% expense ratio.
Risk-Adjusted Performance
EQTIX vs. DAPP — Risk-Adjusted Performance Rank
EQTIX
DAPP
EQTIX vs. DAPP - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Shelton Equity Income Fund (EQTIX) and VanEck Digital Transformation ETF (DAPP). 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
EQTIX vs. DAPP - Dividend Comparison
EQTIX's dividend yield for the trailing twelve months is around 9.22%, more than DAPP's 3.77% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EQTIX Shelton Equity Income Fund | 9.22% | 9.51% | 8.56% | 8.38% | 9.67% | 9.54% | 4.71% | 3.35% | 3.06% | 1.81% | 1.92% | 1.55% |
DAPP VanEck Digital Transformation ETF | 3.77% | 4.04% | 0.00% | 0.00% | 10.13% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
EQTIX vs. DAPP - Drawdown Comparison
The maximum EQTIX drawdown since its inception was -54.79%, smaller than the maximum DAPP drawdown of -91.90%. Use the drawdown chart below to compare losses from any high point for EQTIX and DAPP. For additional features, visit the drawdowns tool.
Volatility
EQTIX vs. DAPP - Volatility Comparison
The current volatility for Shelton Equity Income Fund (EQTIX) is 2.93%, while VanEck Digital Transformation ETF (DAPP) has a volatility of 24.06%. This indicates that EQTIX experiences smaller price fluctuations and is considered to be less risky than DAPP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.