ERSX vs. ITOT
Compare and contrast key facts about ERShares NextGen Entrepreneurs ETF (ERSX) and iShares Core S&P Total U.S. Stock Market ETF (ITOT).
ERSX and ITOT are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ERSX is a passively managed fund by Capital Impact Advisors that tracks the performance of the Entrepreneur Non-US Small Cap Index. It was launched on Dec 28, 2018. ITOT is a passively managed fund by iShares that tracks the performance of the S&P Composite 1500 Index. It was launched on Jan 20, 2004. Both ERSX and ITOT are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ERSX or ITOT.
Correlation
The correlation between ERSX and ITOT is 0.69, 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. ITOT - Performance Comparison
Key characteristics
Returns By Period
ERSX
N/A
N/A
N/A
N/A
N/A
N/A
ITOT
4.18%
1.92%
11.30%
23.23%
13.76%
12.78%
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ERSX vs. ITOT - Expense Ratio Comparison
ERSX has a 0.75% expense ratio, which is higher than ITOT's 0.03% expense ratio.
Risk-Adjusted Performance
ERSX vs. ITOT — Risk-Adjusted Performance Rank
ERSX
ITOT
ERSX vs. ITOT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ERShares NextGen Entrepreneurs ETF (ERSX) and iShares Core S&P Total U.S. Stock Market ETF (ITOT). 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
ERSX vs. ITOT - Dividend Comparison
ERSX has not paid dividends to shareholders, while ITOT's dividend yield for the trailing twelve months is around 1.18%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ERSX ERShares NextGen Entrepreneurs ETF | 1.37% | 1.37% | 0.34% | 0.00% | 22.15% | 0.49% | 1.55% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ITOT iShares Core S&P Total U.S. Stock Market ETF | 1.18% | 1.23% | 1.47% | 1.66% | 1.18% | 1.41% | 1.88% | 2.14% | 1.69% | 1.83% | 2.01% | 2.20% |
Drawdowns
ERSX vs. ITOT - Drawdown Comparison
Volatility
ERSX vs. ITOT - Volatility Comparison
The current volatility for ERShares NextGen Entrepreneurs ETF (ERSX) is 0.00%, while iShares Core S&P Total U.S. Stock Market ETF (ITOT) has a volatility of 3.17%. This indicates that ERSX experiences smaller price fluctuations and is considered to be less risky than ITOT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.