SURE vs. VGT
Compare and contrast key facts about AdvisorShares Insider Advantage ETF (SURE) and Vanguard Information Technology ETF (VGT).
SURE and VGT are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SURE is an actively managed fund by AdvisorShares. It was launched on Oct 4, 2011. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SURE or VGT.
Correlation
The correlation between SURE and VGT is 0.67, 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
SURE vs. VGT - Performance Comparison
Key characteristics
SURE:
0.87
VGT:
1.16
SURE:
1.30
VGT:
1.60
SURE:
1.16
VGT:
1.21
SURE:
1.44
VGT:
1.70
SURE:
3.31
VGT:
5.91
SURE:
3.47%
VGT:
4.39%
SURE:
13.24%
VGT:
22.33%
SURE:
-35.68%
VGT:
-54.63%
SURE:
-4.00%
VGT:
-0.55%
Returns By Period
In the year-to-date period, SURE achieves a 3.19% return, which is significantly lower than VGT's 3.52% return. Over the past 10 years, SURE has underperformed VGT with an annualized return of 8.80%, while VGT has yielded a comparatively higher 20.68% annualized return.
SURE
3.19%
-0.23%
5.20%
12.56%
10.97%
8.80%
VGT
3.52%
2.58%
10.89%
28.80%
20.51%
20.68%
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SURE vs. VGT - Expense Ratio Comparison
SURE has a 0.90% expense ratio, which is higher than VGT's 0.10% expense ratio.
Risk-Adjusted Performance
SURE vs. VGT — Risk-Adjusted Performance Rank
SURE
VGT
SURE vs. VGT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AdvisorShares Insider Advantage ETF (SURE) 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
SURE vs. VGT - Dividend Comparison
SURE's dividend yield for the trailing twelve months is around 0.65%, more than VGT's 0.58% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SURE AdvisorShares Insider Advantage ETF | 0.65% | 0.68% | 1.11% | 1.72% | 1.08% | 1.28% | 1.09% | 1.26% | 0.65% | 1.14% | 0.77% | 0.61% |
VGT Vanguard Information Technology ETF | 0.58% | 0.60% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% |
Drawdowns
SURE vs. VGT - Drawdown Comparison
The maximum SURE drawdown since its inception was -35.68%, smaller than the maximum VGT drawdown of -54.63%. Use the drawdown chart below to compare losses from any high point for SURE and VGT. For additional features, visit the drawdowns tool.
Volatility
SURE vs. VGT - Volatility Comparison
The current volatility for AdvisorShares Insider Advantage ETF (SURE) is 2.72%, while Vanguard Information Technology ETF (VGT) has a volatility of 7.66%. This indicates that SURE experiences smaller price fluctuations and is considered to be less risky than VGT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.