ESE vs. ITA
Compare and contrast key facts about ESCO Technologies Inc. (ESE) and iShares U.S. Aerospace & Defense ETF (ITA).
ITA is a passively managed fund by iShares that tracks the performance of the Dow Jones U.S. Select Aerospace & Defense Index. It was launched on May 5, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ESE or ITA.
Correlation
The correlation between ESE and ITA is 0.61, 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
ESE vs. ITA - Performance Comparison
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Key characteristics
ESE:
1.60
ITA:
0.98
ESE:
2.72
ITA:
1.53
ESE:
1.34
ITA:
1.22
ESE:
3.50
ITA:
1.54
ESE:
9.19
ITA:
6.02
ESE:
6.67%
ITA:
3.89%
ESE:
36.61%
ITA:
22.35%
ESE:
-58.54%
ITA:
-59.72%
ESE:
0.00%
ITA:
-0.07%
Returns By Period
In the year-to-date period, ESE achieves a 32.01% return, which is significantly higher than ITA's 12.56% return. Over the past 10 years, ESE has outperformed ITA with an annualized return of 17.39%, while ITA has yielded a comparatively lower 11.54% annualized return.
ESE
32.01%
19.49%
23.87%
67.70%
17.75%
17.39%
ITA
12.56%
11.05%
5.30%
21.90%
18.05%
11.54%
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Risk-Adjusted Performance
ESE vs. ITA — Risk-Adjusted Performance Rank
ESE
ITA
ESE vs. ITA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ESCO Technologies Inc. (ESE) and iShares U.S. Aerospace & Defense ETF (ITA). 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
ESE vs. ITA - Dividend Comparison
ESE's dividend yield for the trailing twelve months is around 0.18%, less than ITA's 0.74% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ESE ESCO Technologies Inc. | 0.18% | 0.24% | 0.27% | 0.37% | 0.27% | 0.31% | 0.43% | 0.49% | 0.40% | 0.56% | 0.89% | 0.87% |
ITA iShares U.S. Aerospace & Defense ETF | 0.74% | 0.85% | 0.93% | 0.95% | 0.82% | 1.07% | 1.54% | 1.13% | 0.91% | 1.07% | 1.04% | 1.21% |
Drawdowns
ESE vs. ITA - Drawdown Comparison
The maximum ESE drawdown since its inception was -58.54%, roughly equal to the maximum ITA drawdown of -59.72%. Use the drawdown chart below to compare losses from any high point for ESE and ITA. For additional features, visit the drawdowns tool.
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Volatility
ESE vs. ITA - Volatility Comparison
ESCO Technologies Inc. (ESE) has a higher volatility of 10.79% compared to iShares U.S. Aerospace & Defense ETF (ITA) at 5.52%. This indicates that ESE's price experiences larger fluctuations and is considered to be riskier than ITA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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