EWZS vs. BTEK
Compare and contrast key facts about iShares MSCI Brazil Small-Cap ETF (EWZS) and Future Tech ETF (BTEK).
EWZS and BTEK are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EWZS is a passively managed fund by iShares that tracks the performance of the MSCI Brazil Small Cap Index. It was launched on Sep 28, 2010. BTEK is an actively managed fund by Blackrock Financial Management. It was launched on Sep 29, 2020.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EWZS or BTEK.
Key characteristics
| EWZS | BTEK | |
|---|---|---|
| YTD Return | -10.62% | 5.15% |
| 1Y Return | 16.32% | 33.07% |
| 3Y Return (Ann) | -4.40% | -10.80% |
| 5Y Return (Ann) | 0.27% | 14.40% |
| 10Y Return (Ann) | -0.55% | 14.40% |
| Sharpe Ratio | 0.66 | 1.47 |
| Daily Std Dev | 25.92% | 22.09% |
| Max Drawdown | -79.26% | -59.34% |
| Current Drawdown | -36.70% | -41.21% |
Correlation
The correlation between EWZS and BTEK is 0.17, 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
EWZS vs. BTEK - Performance Comparison
In the year-to-date period, EWZS achieves a -10.62% return, which is significantly lower than BTEK's 5.15% return. Over the past 10 years, EWZS has underperformed BTEK with an annualized return of -0.55%, while BTEK has yielded a comparatively higher 14.40% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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EWZS vs. BTEK - Expense Ratio Comparison
EWZS has a 0.59% expense ratio, which is lower than BTEK's 0.88% expense ratio.
Risk-Adjusted Performance
EWZS vs. BTEK - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Brazil Small-Cap ETF (EWZS) and Future Tech ETF (BTEK). 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
EWZS vs. BTEK - Dividend Comparison
EWZS's dividend yield for the trailing twelve months is around 3.08%, while BTEK has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EWZS iShares MSCI Brazil Small-Cap ETF | 3.08% | 2.75% | 4.61% | 4.50% | 1.15% | 1.76% | 4.75% | 3.38% | 3.58% | 4.31% | 3.02% | 1.86% |
BTEK Future Tech ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
EWZS vs. BTEK - Drawdown Comparison
The maximum EWZS drawdown since its inception was -79.26%, which is greater than BTEK's maximum drawdown of -59.34%. Use the drawdown chart below to compare losses from any high point for EWZS and BTEK. For additional features, visit the drawdowns tool.
Volatility
EWZS vs. BTEK - Volatility Comparison
iShares MSCI Brazil Small-Cap ETF (EWZS) has a higher volatility of 9.24% compared to Future Tech ETF (BTEK) at 7.77%. This indicates that EWZS's price experiences larger fluctuations and is considered to be riskier than BTEK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.