FMCB vs. IETC
Compare and contrast key facts about Farmers & Merchants Bancorp (FMCB) and iShares Evolved U.S. Technology ETF (IETC).
IETC is an actively managed fund by iShares. It was launched on Mar 21, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FMCB or IETC.
Performance
FMCB vs. IETC - Performance Comparison
Returns By Period
In the year-to-date period, FMCB achieves a -1.15% return, which is significantly lower than IETC's 32.40% return.
FMCB
-1.15%
7.14%
3.50%
8.76%
8.51%
14.38%
IETC
32.40%
3.17%
15.63%
39.98%
22.41%
N/A
Key characteristics
| FMCB | IETC | |
|---|---|---|
| Sharpe Ratio | 0.44 | 2.13 |
| Sortino Ratio | 0.84 | 2.78 |
| Omega Ratio | 1.14 | 1.38 |
| Calmar Ratio | 0.77 | 3.48 |
| Martin Ratio | 1.20 | 13.38 |
| Ulcer Index | 9.25% | 2.99% |
| Daily Std Dev | 25.43% | 18.75% |
| Max Drawdown | -41.99% | -38.48% |
| Current Drawdown | -5.69% | -2.12% |
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Correlation
The correlation between FMCB and IETC is 0.01, 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.
Risk-Adjusted Performance
FMCB vs. IETC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Farmers & Merchants Bancorp (FMCB) and iShares Evolved U.S. Technology ETF (IETC). 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
FMCB vs. IETC - Dividend Comparison
FMCB's dividend yield for the trailing twelve months is around 1.70%, more than IETC's 0.56% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FMCB Farmers & Merchants Bancorp | 1.70% | 1.62% | 1.54% | 1.59% | 1.94% | 1.85% | 1.99% | 2.00% | 2.05% | 2.39% | 2.74% | 3.00% |
IETC iShares Evolved U.S. Technology ETF | 0.56% | 0.79% | 0.92% | 0.73% | 0.48% | 0.79% | 1.27% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FMCB vs. IETC - Drawdown Comparison
The maximum FMCB drawdown since its inception was -41.99%, which is greater than IETC's maximum drawdown of -38.48%. Use the drawdown chart below to compare losses from any high point for FMCB and IETC. For additional features, visit the drawdowns tool.
Volatility
FMCB vs. IETC - Volatility Comparison
Farmers & Merchants Bancorp (FMCB) has a higher volatility of 12.66% compared to iShares Evolved U.S. Technology ETF (IETC) at 6.02%. This indicates that FMCB's price experiences larger fluctuations and is considered to be riskier than IETC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.