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ERSX vs. IETC
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between ERSX and IETC is 0.64, 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

ERSX vs. IETC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ERShares NextGen Entrepreneurs ETF (ERSX) and iShares Evolved U.S. Technology ETF (IETC). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period


ERSX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

IETC

YTD

-0.07%

1M

15.54%

6M

1.82%

1Y

23.81%

5Y*

21.29%

10Y*

N/A

*Annualized

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ERSX vs. IETC - Expense Ratio Comparison

ERSX has a 0.75% expense ratio, which is higher than IETC's 0.18% expense ratio.


Risk-Adjusted Performance

ERSX vs. IETC — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ERSX

IETC
The Risk-Adjusted Performance Rank of IETC is 7777
Overall Rank
The Sharpe Ratio Rank of IETC is 7676
Sharpe Ratio Rank
The Sortino Ratio Rank of IETC is 7676
Sortino Ratio Rank
The Omega Ratio Rank of IETC is 7676
Omega Ratio Rank
The Calmar Ratio Rank of IETC is 8080
Calmar Ratio Rank
The Martin Ratio Rank of IETC is 7474
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

ERSX vs. IETC - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for ERShares NextGen Entrepreneurs ETF (ERSX) and iShares Evolved U.S. Technology ETF (IETC). 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.



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Dividends

ERSX vs. IETC - Dividend Comparison

ERSX has not paid dividends to shareholders, while IETC's dividend yield for the trailing twelve months is around 0.50%.


TTM2024202320222021202020192018
ERSX
ERShares NextGen Entrepreneurs ETF
0.00%1.37%0.34%0.00%22.15%0.49%1.55%0.00%
IETC
iShares Evolved U.S. Technology ETF
0.50%0.52%0.79%0.92%0.73%0.48%0.79%1.27%

Drawdowns

ERSX vs. IETC - Drawdown Comparison


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Volatility

ERSX vs. IETC - Volatility Comparison


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