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VGELX vs. BTEK
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

VGELX vs. BTEK

Last updated May 20, 2025

Compare and contrast key facts about Vanguard Energy Fund Admiral Shares (VGELX) and Future Tech ETF (BTEK).

VGELX is managed by Vanguard. It was launched on Nov 12, 2001. BTEK is an actively managed fund by Blackrock Financial Management. It was launched on Sep 29, 2020.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VGELX or BTEK.

Correlation

The correlation between VGELX and BTEK is 0.23, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

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.

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Key characteristics

Returns By Period

VGELX

YTD

8.40%

1M

3.60%

6M

2.47%

1Y

6.55%

3Y*

10.60%

5Y*

17.80%

10Y*

3.40%

BTEK

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

3Y*

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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Vanguard Energy Fund Admiral Shares

Future Tech ETF

VGELX vs. BTEK - Expense Ratio Comparison

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

BTEK
Future Tech ETF
VGELX
Vanguard Energy Fund Admiral Shares

Risk-Adjusted Performance

VGELX vs. BTEK — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
VGELX
The Risk-Adjusted Performance Rank of VGELX is 5252
Overall Rank
The Sharpe Ratio Rank of VGELX is 4949
Sharpe Ratio Rank
The Sortino Ratio Rank of VGELX is 4343
Sortino Ratio Rank
The Omega Ratio Rank of VGELX is 4343
Omega Ratio Rank
The Calmar Ratio Rank of VGELX is 6666
Calmar Ratio Rank
The Martin Ratio Rank of VGELX is 5757
Martin Ratio Rank
BTEK
The Risk-Adjusted Performance Rank of BTEK is 4747
Overall Rank
The Sharpe Ratio Rank of BTEK is 1111
Sharpe Ratio Rank
The Sortino Ratio Rank of BTEK is 9999
Sortino Ratio Rank
The Omega Ratio Rank of BTEK is 9999
Omega Ratio Rank
The Calmar Ratio Rank of BTEK is 1515
Calmar Ratio Rank
The Martin Ratio Rank of BTEK is 1212
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

VGELX vs. BTEK - Risk-Adjusted Performance 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.

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Dividends

VGELX vs. BTEK - Dividend Comparison

VGELX's dividend yield for the trailing twelve months is around 3.65%, while BTEK has not paid dividends to shareholders.

TTM20242023202220212020201920182017201620152014
VGELX
Vanguard Energy Fund Admiral Shares		3.65%4.00%4.28%4.71%3.69%4.54%3.38%3.07%3.05%1.91%2.70%2.34%
BTEK
Future Tech ETF		100.03%100.03%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

VGELX vs. BTEK - Drawdown Comparison

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Volatility

VGELX vs. BTEK - Volatility Comparison

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