SXQG vs. BTHM
Compare and contrast key facts about ETC 6 Meridian Quality Growth ETF (SXQG) and Blackrock Future U.S. Themes ETF (BTHM).
SXQG and BTHM are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SXQG is an actively managed fund by Meridian. It was launched on May 10, 2021. BTHM is an actively managed fund by BlackRock. It was launched on Dec 14, 2021.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SXQG or BTHM.
Key characteristics
| SXQG | BTHM | |
|---|---|---|
| YTD Return | 13.38% | 24.11% |
| 1Y Return | 24.65% | 33.20% |
| Sharpe Ratio | 1.70 | 2.28 |
| Daily Std Dev | 14.60% | 14.50% |
| Max Drawdown | -33.97% | -26.54% |
| Current Drawdown | -1.70% | -1.13% |
Correlation
The correlation between SXQG and BTHM is 0.93, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
SXQG vs. BTHM - Performance Comparison
In the year-to-date period, SXQG achieves a 13.38% return, which is significantly lower than BTHM's 24.11% 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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SXQG vs. BTHM - Expense Ratio Comparison
SXQG has a 1.00% expense ratio, which is higher than BTHM's 0.60% expense ratio.
Risk-Adjusted Performance
SXQG vs. BTHM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ETC 6 Meridian Quality Growth ETF (SXQG) and Blackrock Future U.S. Themes ETF (BTHM). 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
SXQG vs. BTHM - Dividend Comparison
SXQG has not paid dividends to shareholders, while BTHM's dividend yield for the trailing twelve months is around 0.31%.
| TTM | 2023 | 2022 | 2021 | |
|---|---|---|---|---|
SXQG ETC 6 Meridian Quality Growth ETF | 0.00% | 0.02% | 0.09% | 0.00% |
BTHM Blackrock Future U.S. Themes ETF | 0.31% | 0.55% | 0.90% | 0.00% |
Drawdowns
SXQG vs. BTHM - Drawdown Comparison
The maximum SXQG drawdown since its inception was -33.97%, which is greater than BTHM's maximum drawdown of -26.54%. Use the drawdown chart below to compare losses from any high point for SXQG and BTHM. For additional features, visit the drawdowns tool.
Volatility
SXQG vs. BTHM - Volatility Comparison
The current volatility for ETC 6 Meridian Quality Growth ETF (SXQG) is 4.39%, while Blackrock Future U.S. Themes ETF (BTHM) has a volatility of 4.71%. This indicates that SXQG experiences smaller price fluctuations and is considered to be less risky than BTHM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.