ETEC vs. VTWO
Compare and contrast key facts about iShares Breakthrough Environmental Solutions ETF (ETEC) and Vanguard Russell 2000 ETF (VTWO).
ETEC and VTWO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ETEC is a passively managed fund by iShares that tracks the performance of the Morningstar Global Emerging Green Technologies Select Index - Benchmark TR Net. It was launched on Mar 28, 2023. VTWO is a passively managed fund by Vanguard that tracks the performance of the Russell 2000 Index. It was launched on Sep 20, 2010. Both ETEC and VTWO 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: ETEC or VTWO.
Correlation
The correlation between ETEC and VTWO is 0.65, 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
ETEC vs. VTWO - Performance Comparison
Key characteristics
ETEC:
-0.18
VTWO:
0.65
ETEC:
-0.10
VTWO:
1.06
ETEC:
0.99
VTWO:
1.13
ETEC:
-0.15
VTWO:
0.74
ETEC:
-0.45
VTWO:
2.85
ETEC:
9.67%
VTWO:
4.50%
ETEC:
23.38%
VTWO:
19.59%
ETEC:
-28.33%
VTWO:
-41.19%
ETEC:
-24.16%
VTWO:
-7.13%
Returns By Period
In the year-to-date period, ETEC achieves a 4.38% return, which is significantly higher than VTWO's 1.57% return.
ETEC
4.38%
1.44%
-0.48%
-2.92%
N/A
N/A
VTWO
1.57%
-2.37%
5.77%
14.91%
7.64%
7.79%
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ETEC vs. VTWO - Expense Ratio Comparison
ETEC has a 0.47% expense ratio, which is higher than VTWO's 0.10% expense ratio.
Risk-Adjusted Performance
ETEC vs. VTWO — Risk-Adjusted Performance Rank
ETEC
VTWO
ETEC vs. VTWO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Breakthrough Environmental Solutions ETF (ETEC) and Vanguard Russell 2000 ETF (VTWO). 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
ETEC vs. VTWO - Dividend Comparison
ETEC's dividend yield for the trailing twelve months is around 1.19%, which matches VTWO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ETEC iShares Breakthrough Environmental Solutions ETF | 1.19% | 1.24% | 4.17% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VTWO Vanguard Russell 2000 ETF | 1.19% | 1.21% | 1.45% | 1.48% | 1.13% | 0.92% | 1.36% | 1.41% | 1.18% | 1.27% | 1.23% | 1.12% |
Drawdowns
ETEC vs. VTWO - Drawdown Comparison
The maximum ETEC drawdown since its inception was -28.33%, smaller than the maximum VTWO drawdown of -41.19%. Use the drawdown chart below to compare losses from any high point for ETEC and VTWO. For additional features, visit the drawdowns tool.
Volatility
ETEC vs. VTWO - Volatility Comparison
iShares Breakthrough Environmental Solutions ETF (ETEC) has a higher volatility of 5.02% compared to Vanguard Russell 2000 ETF (VTWO) at 3.72%. This indicates that ETEC's price experiences larger fluctuations and is considered to be riskier than VTWO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.