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TOPT vs. EINC
Performance
Return for Risk
Drawdowns
Volatility
Dividends

TOPT vs. EINC

Last updated Jun 23, 2026

TOPT (iShares Top 20 U.S. Stocks ETF) and EINC (VanEck Energy Income ETF) are both exchange-traded funds - TOPT is a Large Cap Growth Equities fund tracking the S&P 500 Top 20 Select Index, while EINC is a Energy Equities fund tracking the MVIS North America Energy Infrastructure Index. Both are passively managed. Over the past year, TOPT returned 27.05% vs 27.21% for EINC. At a 0.11 correlation, their price movements are largely independent. TOPT charges 0.20%/yr vs 0.45%/yr for EINC.

Performance

TOPT vs. EINC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Top 20 U.S. Stocks ETF (TOPT) and VanEck Energy Income ETF (EINC). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, TOPT achieves a 6.04% return, which is significantly lower than EINC's 24.27% return.

TOPT

1D
-0.66%
1M
-2.00%
YTD
6.04%
6M
5.84%
1Y
27.05%
3Y*
—
5Y*
—
10Y*
—

EINC

1D
1.33%
1M
-5.79%
YTD
24.27%
6M
25.77%
1Y
27.21%
3Y*
29.77%
5Y*
20.86%
10Y*
11.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

TOPT vs. EINC - Yearly Performance Comparison

2026 (YTD)20252024
TOPT
iShares Top 20 U.S. Stocks ETF		6.04%20.35%5.33%
EINC
VanEck Energy Income ETF		24.27%7.11%7.17%

Correlation

The correlation between TOPT and EINC is -0.14, 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 (1Y)
Calculated over the trailing 1-year period

-0.14

Correlation (All Time)
Calculated using the full available price history since Oct 24, 2024

0.11

The correlation between TOPT and EINC shifts across timeframes, from -0.14 (1 year) to 0.11 (all time), reflecting how their relationship changes across market environments.

TOPT vs. EINC - Sectors Allocation Comparison

Sectors
TOPT
EINC

Technology

46.8%

-

Communication Services

18.0%

-

Financial Services

11.4%

-

Consumer Cyclical

9.3%

-

Healthcare

7.9%

-

Consumer Defensive

4.1%

-

Energy

2.6%
99.4%

Basic Materials

-

-

Industrials

-

2.5%

Real Estate

-

-

Utilities

-

0.6%

Technology

TOPT
46.8%
EINC

-

Communication Services

TOPT
18.0%
EINC

-

Financial Services

TOPT
11.4%
EINC

-

Consumer Cyclical

TOPT
9.3%
EINC

-

Healthcare

TOPT
7.9%
EINC

-

Consumer Defensive

TOPT
4.1%
EINC

-

Energy

TOPT
2.6%
EINC
99.4%

Basic Materials

TOPT

-

EINC

-

Industrials

TOPT

-

EINC
2.5%

Real Estate

TOPT

-

EINC

-

Utilities

TOPT

-

EINC
0.6%

Compare stocks, funds, or ETFs

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

iShares Top 20 U.S. Stocks ETF

VanEck Energy Income ETF

Often compared with TOPT:
TOPT vs. QTOPTOPT vs. QQQTOPT vs. MAGSTOPT vs. VOOTOPT vs. XLGTOPT vs. QQQMTOPT vs. SCHG
Often compared with EINC:
EINC vs. XLEEINC vs. BIZDEINC vs. EMLPEINC vs. SMHEINC vs. IXCEINC vs. VPUEINC vs. ERY

Return for Risk

TOPT vs. EINC — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
TOPT
TOPT Risk / Return Rank: 5252
Overall Rank
TOPT Sharpe Ratio Rank: 5959
Sharpe Ratio Rank
TOPT Sortino Ratio Rank: 5757
Sortino Ratio Rank
TOPT Omega Ratio Rank: 5656
Omega Ratio Rank
TOPT Calmar Ratio Rank: 4343
Calmar Ratio Rank
TOPT Martin Ratio Rank: 4747
Martin Ratio Rank
EINC
EINC Risk / Return Rank: 5757
Overall Rank
EINC Sharpe Ratio Rank: 5555
Sharpe Ratio Rank
EINC Sortino Ratio Rank: 5252
Sortino Ratio Rank
EINC Omega Ratio Rank: 5252
Omega Ratio Rank
EINC Calmar Ratio Rank: 7171
Calmar Ratio Rank
EINC Martin Ratio Rank: 5353
Martin Ratio Rank
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.

TOPT vs. EINC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Top 20 U.S. Stocks ETF (TOPT) and VanEck Energy Income ETF (EINC). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

TOPTEINCDifference
Sharpe ratioReturn per unit of total volatility
1.90
1.82

+0.08

Sortino ratioReturn per unit of downside risk
2.63
2.47

+0.16

Omega ratioGain probability vs. loss probability

1.33

1.32

+0.01

Calmar ratioReturn relative to maximum drawdown

2.07

3.47

-1.40

Martin ratioReturn relative to average drawdown

7.61

8.82

-1.22

TOPT vs. EINC - Sharpe Ratio Comparison

The current TOPT Sharpe Ratio is 1.90, which is comparable to the EINC Sharpe Ratio of 1.82. The chart below compares the historical Sharpe Ratios of TOPT and EINC, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Drawdowns

TOPT vs. EINC - Drawdown Comparison

The maximum TOPT drawdown since its inception was -21.21%, smaller than the maximum EINC drawdown of -87.55%. Use the drawdown chart below to compare losses from any high point for TOPT and EINC.

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Drawdown Indicators

TOPTEINCDifference

Max Drawdown

Largest peak-to-trough decline

-21.21%

-87.55%

+66.34%

Max Drawdown (1Y)

Largest decline over 1 year

-13.13%

-7.89%

-5.24%

Max Drawdown (3Y)

Largest decline over 3 years

—

-16.01%

—

Max Drawdown (5Y)

Largest decline over 5 years

—

-19.87%

—

Max Drawdown (10Y)

Largest decline over 10 years

—

-68.85%

—

Current Drawdown

Current decline from peak

-3.88%

-5.79%

+1.91%

Average Drawdown

Average peak-to-trough decline

-3.48%

-44.16%

+40.68%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.57%

3.09%

+0.48%

Volatility

TOPT vs. EINC - Volatility Comparison

The current volatility for iShares Top 20 U.S. Stocks ETF (TOPT) is 5.25%, while VanEck Energy Income ETF (EINC) has a volatility of 6.32%. This indicates that TOPT experiences smaller price fluctuations and is considered to be less risky than EINC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

TOPTEINCDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.25%

6.32%

-1.07%

Volatility (6M)

Calculated over the trailing 6-month period

11.16%

11.86%

-0.70%

Volatility (1Y)

Calculated over the trailing 1-year period

14.34%

15.07%

-0.73%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.90%

19.54%

+0.36%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.90%

25.43%

-5.53%

TOPT vs. EINC - Expense Ratio Comparison

TOPT has a 0.20% expense ratio, which is lower than EINC's 0.45% expense ratio.

Dividends

TOPT vs. EINC - Dividend Comparison

TOPT's dividend yield for the trailing twelve months is around 0.38%, less than EINC's 3.56% yield.

PositionTTM20252024202320222021202020192018201720162015
EINC
VanEck Energy Income ETF		3.56%4.51%3.33%3.77%2.89%6.03%6.69%9.66%11.31%8.53%9.71%28.53%
TOPT
iShares Top 20 U.S. Stocks ETF		0.38%0.38%0.08%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions

TOPT and EINC have a correlation of -0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

EINC has higher volatility (6.32%) compared to TOPT (5.25%). In terms of maximum drawdown, TOPT dropped -21.21% vs EINC's -87.55%.

On 1-year performance, EINC leads with 27.21% vs 27.05% for TOPT. On fees, TOPT is cheaper at 0.20% per year. On volatility, TOPT has been the lower-risk option at 5.25%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, EINC has performed better with a 27.21% return vs 27.05%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

TOPT is cheaper with a 0.20% expense ratio, compared with 0.45% for EINC.

EINC has the higher dividend yield at 3.56%, compared with 0.38% for TOPT.

TOPT is categorized as Large Cap Growth Equities, while EINC is Energy Equities. TOPT tracks S&P 500 Top 20 Select Index, while EINC tracks MVIS North America Energy Infrastructure Index. They also come from different issuers: iShares and VanEck. Their fees differ too: 0.20% for TOPT and 0.45% for EINC.

TOPT currently has the higher Sharpe Ratio (1.90 vs 1.82), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for TOPT and EINC

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