IETC vs. ERSX
Compare and contrast key facts about iShares Evolved U.S. Technology ETF (IETC) and ERShares NextGen Entrepreneurs ETF (ERSX).
IETC and ERSX are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IETC is an actively managed fund by iShares. It was launched on Mar 21, 2018. ERSX is a passively managed fund by Capital Impact Advisors that tracks the performance of the Entrepreneur Non-US Small Cap Index. It was launched on Dec 28, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IETC or ERSX.
Correlation
The correlation between IETC and ERSX is 0.64, 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
IETC vs. ERSX - Performance Comparison
Key characteristics
Returns By Period
IETC
-8.61%
0.85%
-2.38%
14.89%
19.92%
N/A
ERSX
N/A
N/A
N/A
N/A
N/A
N/A
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IETC vs. ERSX - Expense Ratio Comparison
IETC has a 0.18% expense ratio, which is lower than ERSX's 0.75% expense ratio.
Risk-Adjusted Performance
IETC vs. ERSX — Risk-Adjusted Performance Rank
IETC
ERSX
IETC vs. ERSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Evolved U.S. Technology ETF (IETC) and ERShares NextGen Entrepreneurs ETF (ERSX). 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
IETC vs. ERSX - Dividend Comparison
IETC's dividend yield for the trailing twelve months is around 0.55%, while ERSX has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
IETC iShares Evolved U.S. Technology ETF | 0.55% | 0.52% | 0.79% | 0.92% | 0.73% | 0.48% | 0.79% | 1.27% |
ERSX ERShares NextGen Entrepreneurs ETF | 0.00% | 1.37% | 0.34% | 0.00% | 22.15% | 0.49% | 1.55% | 0.00% |
Drawdowns
IETC vs. ERSX - Drawdown Comparison
Volatility
IETC vs. ERSX - Volatility Comparison
iShares Evolved U.S. Technology ETF (IETC) has a higher volatility of 17.86% compared to ERShares NextGen Entrepreneurs ETF (ERSX) at 0.00%. This indicates that IETC's price experiences larger fluctuations and is considered to be riskier than ERSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.