NERD vs. VGT
Compare and contrast key facts about Roundhill BITKRAFT Esports & Digital Entertainment ETF (NERD) and Vanguard Information Technology ETF (VGT).
NERD and VGT are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. NERD is a passively managed fund by Roundhill Investments that tracks the performance of the Roundhill BITKRAFT Esports Index. It was launched on Jun 4, 2019. VGT is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Information Technology 25/50 Index. It was launched on Jan 26, 2004. Both NERD and VGT are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NERD or VGT.
Performance
NERD vs. VGT - Performance Comparison
Returns By Period
In the year-to-date period, NERD achieves a 25.27% return, which is significantly lower than VGT's 27.15% return.
NERD
25.27%
11.76%
24.95%
31.69%
5.80%
N/A
VGT
27.15%
1.43%
13.73%
33.30%
22.49%
20.69%
Key characteristics
| NERD | VGT | |
|---|---|---|
| Sharpe Ratio | 1.77 | 1.67 |
| Sortino Ratio | 2.47 | 2.20 |
| Omega Ratio | 1.31 | 1.30 |
| Calmar Ratio | 0.52 | 2.31 |
| Martin Ratio | 8.90 | 8.30 |
| Ulcer Index | 3.66% | 4.24% |
| Daily Std Dev | 18.41% | 21.02% |
| Max Drawdown | -65.58% | -54.63% |
| Current Drawdown | -48.66% | -2.14% |
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NERD vs. VGT - Expense Ratio Comparison
NERD has a 0.25% expense ratio, which is higher than VGT's 0.10% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Correlation
The correlation between NERD and VGT is 0.69, 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.
Risk-Adjusted Performance
NERD vs. VGT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Roundhill BITKRAFT Esports & Digital Entertainment ETF (NERD) and Vanguard Information Technology ETF (VGT). 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
NERD vs. VGT - Dividend Comparison
NERD's dividend yield for the trailing twelve months is around 0.86%, more than VGT's 0.61% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NERD Roundhill BITKRAFT Esports & Digital Entertainment ETF | 0.86% | 1.07% | 0.69% | 0.02% | 1.05% | 0.31% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VGT Vanguard Information Technology ETF | 0.61% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% | 1.05% |
Drawdowns
NERD vs. VGT - Drawdown Comparison
The maximum NERD drawdown since its inception was -65.58%, which is greater than VGT's maximum drawdown of -54.63%. Use the drawdown chart below to compare losses from any high point for NERD and VGT. For additional features, visit the drawdowns tool.
Volatility
NERD vs. VGT - Volatility Comparison
Roundhill BITKRAFT Esports & Digital Entertainment ETF (NERD) and Vanguard Information Technology ETF (VGT) have volatilities of 6.89% and 6.62%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.