PortfoliosLab logoPortfoliosLab logo
TEK vs. BRKC
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

TEK vs. BRKC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Technology Opportunities Active ETF (TEK) and YieldMax BRK.B Option Income Strategy ETF (BRKC). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, TEK achieves a 39.87% return, which is significantly higher than BRKC's -3.15% return.


TEK

1D
-1.99%
1M
13.74%
YTD
39.87%
6M
37.87%
1Y
61.28%
3Y*
5Y*
10Y*

BRKC

1D
0.52%
1M
2.36%
YTD
-3.15%
6M
-3.23%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

TEK vs. BRKC - Yearly Performance Comparison


Correlation

The correlation between TEK and BRKC is -0.18, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


Correlation
Correlation (All Time)
Calculated using the full available price history since Jun 6, 2025

-0.18

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

TEK vs. BRKC — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

TEK
TEK Risk / Return Rank: 6666
Overall Rank
TEK Sharpe Ratio Rank: 7575
Sharpe Ratio Rank
TEK Sortino Ratio Rank: 6868
Sortino Ratio Rank
TEK Omega Ratio Rank: 6767
Omega Ratio Rank
TEK Calmar Ratio Rank: 6666
Calmar Ratio Rank
TEK Martin Ratio Rank: 5454
Martin Ratio Rank

BRKC
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

TEK vs. BRKC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Technology Opportunities Active ETF (TEK) and YieldMax BRK.B Option Income Strategy ETF (BRKC). 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.


TEKBRKCDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.39

Calmar ratioReturn relative to maximum drawdown

3.19

Martin ratioReturn relative to average drawdown

9.29

TEK vs. BRKC - Sharpe Ratio Comparison


Loading charts...

Sharpe Ratios by Period


TEKBRKCDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.40

Sharpe Ratio (All Time)

Calculated using the full available price history

1.34

-0.18

+1.52

Drawdowns

TEK vs. BRKC - Drawdown Comparison

The maximum TEK drawdown since its inception was -28.24%, which is greater than BRKC's maximum drawdown of -7.59%. Use the drawdown chart below to compare losses from any high point for TEK and BRKC.


Loading charts...

Drawdown Indicators


TEKBRKCDifference

Max Drawdown

Largest peak-to-trough decline

-28.24%

-7.59%

-20.65%

Max Drawdown (1Y)

Largest decline over 1 year

-19.29%

Current Drawdown

Current decline from peak

-2.64%

-5.10%

+2.46%

Average Drawdown

Average peak-to-trough decline

-5.88%

-3.13%

-2.75%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.62%

Volatility

TEK vs. BRKC - Volatility Comparison


Loading charts...

Volatility by Period


TEKBRKCDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.38%

Volatility (6M)

Calculated over the trailing 6-month period

21.28%

Volatility (1Y)

Calculated over the trailing 1-year period

25.71%

12.67%

+13.04%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

29.20%

12.67%

+16.53%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

29.20%

12.67%

+16.53%

TEK vs. BRKC - Expense Ratio Comparison

TEK has a 0.75% expense ratio, which is lower than BRKC's 0.99% expense ratio.


Dividends

TEK vs. BRKC - Dividend Comparison

TEK's dividend yield for the trailing twelve months is around 1.16%, less than BRKC's 20.53% yield.


Frequently Asked Questions


TEK and BRKC have a correlation of -0.18, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, TEK is cheaper at 0.75% per year. The better choice depends on whether you care most about return, fees, risk, or income.

TEK is cheaper with a 0.75% expense ratio, compared with 0.99% for BRKC.

BRKC has the higher dividend yield at 20.53%, compared with 1.16% for TEK.

TEK is categorized as Technology Equities, while BRKC is Derivative Income. They also come from different issuers: iShares and YieldMax. Their fees differ too: 0.75% for TEK and 0.99% for BRKC.

Portfolio Optimizer

Find the right allocation for TEK and BRKC

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer