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 -0.17. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
EUAD vs. BTAL - Performance Comparison
Key characteristics
EUAD:
32.29%
BTAL:
19.17%
EUAD:
-17.83%
BTAL:
-38.36%
EUAD:
-6.38%
BTAL:
-11.99%
Returns By Period
In the year-to-date period, EUAD achieves a 39.27% return, which is significantly higher than BTAL's 12.72% return.
EUAD
39.27%
-2.14%
N/A
N/A
N/A
N/A
BTAL
12.72%
3.74%
10.61%
11.93%
-2.29%
2.05%
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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.
Not enough dataDividends
EUAD vs. BTAL - Dividend Comparison
EUAD's dividend yield for the trailing twelve months is around 0.07%, less than BTAL's 3.10% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
EUAD Select STOXX Europe Aerospace & Defense ETF | 0.07% | 0.10% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
BTAL AGFiQ US Market Neutral Anti-Beta Fund | 3.10% | 3.49% | 6.14% | 1.01% | 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.
Volatility
EUAD vs. BTAL - Volatility Comparison
Select STOXX Europe Aerospace & Defense ETF (EUAD) has a higher volatility of 14.85% compared to AGFiQ US Market Neutral Anti-Beta Fund (BTAL) at 10.41%. This indicates that EUAD's price experiences larger fluctuations and is considered to be riskier than BTAL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.