FTHI vs. VOO
Compare and contrast key facts about First Trust BuyWrite Income ETF (FTHI) and Vanguard S&P 500 ETF (VOO).
FTHI and VOO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FTHI is an actively managed fund by First Trust. It was launched on Jan 6, 2014. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FTHI or VOO.
Correlation
The correlation between FTHI and VOO is 0.70, 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
FTHI vs. VOO - Performance Comparison
Key characteristics
FTHI:
2.35
VOO:
2.25
FTHI:
3.08
VOO:
2.98
FTHI:
1.51
VOO:
1.42
FTHI:
3.49
VOO:
3.31
FTHI:
19.00
VOO:
14.77
FTHI:
1.06%
VOO:
1.90%
FTHI:
8.61%
VOO:
12.46%
FTHI:
-32.65%
VOO:
-33.99%
FTHI:
-2.09%
VOO:
-2.47%
Returns By Period
In the year-to-date period, FTHI achieves a 19.53% return, which is significantly lower than VOO's 26.02% return. Over the past 10 years, FTHI has underperformed VOO with an annualized return of 7.70%, while VOO has yielded a comparatively higher 13.08% annualized return.
FTHI
19.53%
0.35%
9.16%
19.65%
7.88%
7.70%
VOO
26.02%
-0.11%
9.35%
26.45%
14.79%
13.08%
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FTHI vs. VOO - Expense Ratio Comparison
FTHI has a 0.85% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
FTHI vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust BuyWrite Income ETF (FTHI) and Vanguard S&P 500 ETF (VOO). 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
FTHI vs. VOO - Dividend Comparison
FTHI's dividend yield for the trailing twelve months is around 9.23%, more than VOO's 0.91% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
First Trust BuyWrite Income ETF | 8.58% | 8.50% | 9.06% | 4.37% | 4.76% | 4.21% | 4.76% | 4.02% | 4.43% | 4.98% | 3.96% | 0.00% |
Vanguard S&P 500 ETF | 0.91% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
FTHI vs. VOO - Drawdown Comparison
The maximum FTHI drawdown since its inception was -32.65%, roughly equal to the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FTHI and VOO. For additional features, visit the drawdowns tool.
Volatility
FTHI vs. VOO - Volatility Comparison
The current volatility for First Trust BuyWrite Income ETF (FTHI) is 2.90%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.75%. This indicates that FTHI experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.