VGELX vs. BTEK

Last updated Jun 3, 2026

VGELX (Vanguard Energy Fund Admiral Shares) and BTEK (Future Tech ETF) are both funds - VGELX is a Energy Equities fund managed by Vanguard, while BTEK is a Technology Equities fund actively managed by BlackRock. VGELX charges 0.33%/yr vs 0.88%/yr for BTEK.

Performance

VGELX vs. BTEK - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Energy Fund Admiral Shares (VGELX) and Future Tech ETF (BTEK). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

VGELX

• 1D: 0.30%
• 1M: -4.49%
• YTD: 18.62%
• 6M: 17.89%
• 1Y: 31.57%
• 3Y*: 27.77%
• 5Y*: 21.86%
• 10Y*: 9.40%

BTEK

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

VGELX vs. BTEK - Yearly Performance Comparison

	2026 (YTD)	2025	2024
VGELX Vanguard Energy Fund Admiral Shares	18.62%	20.76%	16.69%
BTEK Future Tech ETF	0.00%	0.00%	0.00%

VGELX vs. BTEK - Sectors Allocation Comparison

Sectors	VGELX	BTEK
Energy	56.5%	-
Utilities	40.8%	-
Basic Materials	1.1%	-
Financial Services	0.0%	-
Real Estate	0.0%	-
Communication Services	-	9.2%
Consumer Cyclical	-	4.4%
Consumer Defensive	-	-
Healthcare	-	-
Industrials	-	7.4%
Technology	-	79.0%

Return for Risk

VGELX vs. BTEK — Risk / Return Rank

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

VGELX

VGELX Risk / Return Rank: 85
VGELX Sharpe Ratio Rank: 85
VGELX Sortino Ratio Rank: 78
VGELX Omega Ratio Rank: 73
VGELX Calmar Ratio Rank: 95
VGELX Martin Ratio Rank: 93

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.

VGELX vs. BTEK - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Energy Fund Admiral Shares (VGELX) and Future Tech ETF (BTEK). 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.

	VGELX	BTEK	Difference
Sharpe ratio Return per unit of total volatility	2.73	—	—
Sortino ratio Return per unit of downside risk	3.72	—	—
Omega ratio Gain probability vs. loss probability	1.48	—	—
Calmar ratio Return relative to maximum drawdown	5.81	—	—
Martin ratio Return relative to average drawdown	20.33	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	VGELX	BTEK	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.73	—	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	1.17	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.41	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.35	—	—

Drawdowns

Drawdown Indicators

	VGELX	BTEK	Difference
Max Drawdown Largest peak-to-trough decline	-65.22%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-5.69%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-12.30%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-19.72%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-61.13%	—	—
Current Drawdown Current decline from peak	-5.41%	—	—
Average Drawdown Average peak-to-trough decline	-19.15%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	1.63%	—	—

Volatility

Volatility by Period

	VGELX	BTEK	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.74%	—	—
Volatility (6M) Calculated over the trailing 6-month period	10.14%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	12.08%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	18.72%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	23.21%	—	—

VGELX vs. BTEK - Expense Ratio Comparison

VGELX has a 0.33% expense ratio, which is lower than BTEK's 0.88% expense ratio.

Dividends

VGELX vs. BTEK - Dividend Comparison

VGELX's dividend yield for the trailing twelve months is around 7.28%, while BTEK has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BTEK Future Tech ETF	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
VGELX Vanguard Energy Fund Admiral Shares	7.28%	4.79%	34.15%	6.91%	4.71%	3.70%	4.54%	3.38%	3.07%	3.05%	1.91%	2.70%