EUAD vs. BTAL
Compare and contrast key facts about Select STOXX Europe Aerospace & Defense ETF (EUAD) and AGFiQ US Market Neutral Anti-Beta Fund (BTAL).
EUAD and BTAL are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EUAD is a passively managed fund by Select Funds that tracks the performance of the STOXX Europe Total Market Aerospace & Defense Index. It was launched on Oct 22, 2024. BTAL is a passively managed fund by AGF that tracks the performance of the Dow Jones U.S. Thematic Market Neutral Anti-Beta Total Return Index. It was launched on Sep 13, 2011. Both EUAD and BTAL 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: EUAD or BTAL.
Correlation
The correlation between EUAD and BTAL is 0.31, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
EUAD vs. BTAL - Performance Comparison
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Key characteristics
EUAD:
31.29%
BTAL:
19.78%
EUAD:
-17.83%
BTAL:
-38.36%
EUAD:
-2.45%
BTAL:
-21.33%
Returns By Period
In the year-to-date period, EUAD achieves a 51.40% return, which is significantly higher than BTAL's 0.76% return.
EUAD
51.40%
12.44%
43.33%
N/A
N/A
N/A
BTAL
0.76%
-11.16%
-0.67%
2.01%
-4.23%
0.89%
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EUAD vs. BTAL - Expense Ratio Comparison
EUAD has a 0.50% expense ratio, which is lower than BTAL's 2.11% expense ratio.
Risk-Adjusted Performance
EUAD vs. BTAL — Risk-Adjusted Performance Rank
EUAD
BTAL
EUAD vs. BTAL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Select STOXX Europe Aerospace & Defense ETF (EUAD) and AGFiQ US Market Neutral Anti-Beta Fund (BTAL). 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
EUAD vs. BTAL - Dividend Comparison
EUAD's dividend yield for the trailing twelve months is around 0.06%, less than BTAL's 3.46% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
EUAD Select STOXX Europe Aerospace & Defense ETF | 0.06% | 0.09% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
BTAL AGFiQ US Market Neutral Anti-Beta Fund | 3.46% | 3.49% | 6.14% | 1.00% | 0.00% | 0.00% | 0.88% | 0.39% |
Drawdowns
EUAD vs. BTAL - Drawdown Comparison
The maximum EUAD drawdown since its inception was -17.83%, smaller than the maximum BTAL drawdown of -38.36%. Use the drawdown chart below to compare losses from any high point for EUAD and BTAL. For additional features, visit the drawdowns tool.
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Volatility
EUAD vs. BTAL - Volatility Comparison
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