Correlation
The correlation between THBVX and FTEC is 0.74, 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.
THBVX vs. FTEC
Compare and contrast key facts about Victory THB US Small Opportunities Fund (THBVX) and Fidelity MSCI Information Technology Index ETF (FTEC).
THBVX is managed by Thomson Horstmann & Bryant. It was launched on Mar 30, 2012. FTEC is a passively managed fund by Fidelity that tracks the performance of the MSCI USA IMI Information Technology Index. It was launched on Oct 21, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: THBVX or FTEC.
Performance
THBVX vs. FTEC - Performance Comparison
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Key characteristics
Returns By Period
THBVX
N/A
N/A
N/A
N/A
N/A
N/A
N/A
FTEC
-2.27%
8.38%
-2.37%
14.28%
19.98%
19.45%
19.54%
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THBVX vs. FTEC - Expense Ratio Comparison
THBVX has a 1.70% expense ratio, which is higher than FTEC's 0.08% expense ratio.
Risk-Adjusted Performance
THBVX vs. FTEC — Risk-Adjusted Performance Rank
THBVX
FTEC
THBVX vs. FTEC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Victory THB US Small Opportunities Fund (THBVX) and Fidelity MSCI Information Technology Index ETF (FTEC). 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.
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Dividends
THBVX vs. FTEC - Dividend Comparison
THBVX has not paid dividends to shareholders, while FTEC's dividend yield for the trailing twelve months is around 0.50%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
THBVX Victory THB US Small Opportunities Fund | 95.36% | 83.01% | 33.30% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FTEC Fidelity MSCI Information Technology Index ETF | 0.50% | 0.49% | 0.77% | 0.93% | 0.63% | 0.83% | 1.03% | 1.20% | 0.96% | 1.25% | 1.27% | 1.09% |
Drawdowns
THBVX vs. FTEC - Drawdown Comparison
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Volatility
THBVX vs. FTEC - Volatility Comparison
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