KARS vs. VEVFX
Compare and contrast key facts about KraneShares Electric Vehicles & Future Mobility Index ETF (KARS) and Vanguard Explorer Value Fund (VEVFX).
KARS is a passively managed fund by CICC that tracks the performance of the KARS-US - Bloomberg Electric Vehicles Index. It was launched on Jan 18, 2018. VEVFX is managed by Vanguard. It was launched on Mar 30, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: KARS or VEVFX.
Key characteristics
| KARS | VEVFX | |
|---|---|---|
| YTD Return | -14.12% | 12.85% |
| 1Y Return | -11.03% | 25.11% |
| 3Y Return (Ann) | -23.94% | 3.23% |
| 5Y Return (Ann) | 1.61% | 8.83% |
| Sharpe Ratio | -0.21 | 1.72 |
| Sortino Ratio | -0.11 | 2.48 |
| Omega Ratio | 0.99 | 1.30 |
| Calmar Ratio | -0.10 | 1.88 |
| Martin Ratio | -0.35 | 10.03 |
| Ulcer Index | 17.76% | 3.11% |
| Daily Std Dev | 28.97% | 18.18% |
| Max Drawdown | -64.60% | -47.53% |
| Current Drawdown | -56.35% | -2.68% |
Correlation
The correlation between KARS and VEVFX 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
KARS vs. VEVFX - Performance Comparison
In the year-to-date period, KARS achieves a -14.12% return, which is significantly lower than VEVFX's 12.85% 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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KARS vs. VEVFX - Expense Ratio Comparison
KARS has a 0.70% expense ratio, which is higher than VEVFX's 0.52% expense ratio.
Risk-Adjusted Performance
KARS vs. VEVFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for KraneShares Electric Vehicles & Future Mobility Index ETF (KARS) and Vanguard Explorer Value Fund (VEVFX). 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
KARS vs. VEVFX - Dividend Comparison
KARS's dividend yield for the trailing twelve months is around 1.02%, more than VEVFX's 0.68% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KARS KraneShares Electric Vehicles & Future Mobility Index ETF | 1.02% | 0.88% | 1.13% | 6.73% | 0.14% | 1.85% | 1.38% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VEVFX Vanguard Explorer Value Fund | 0.68% | 0.76% | 3.85% | 4.07% | 0.86% | 1.47% | 8.92% | 3.78% | 2.26% | 6.31% | 5.96% | 7.02% |
Drawdowns
KARS vs. VEVFX - Drawdown Comparison
The maximum KARS drawdown since its inception was -64.60%, which is greater than VEVFX's maximum drawdown of -47.53%. Use the drawdown chart below to compare losses from any high point for KARS and VEVFX. For additional features, visit the drawdowns tool.
Volatility
KARS vs. VEVFX - Volatility Comparison
KraneShares Electric Vehicles & Future Mobility Index ETF (KARS) has a higher volatility of 12.68% compared to Vanguard Explorer Value Fund (VEVFX) at 4.03%. This indicates that KARS's price experiences larger fluctuations and is considered to be riskier than VEVFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.