PortfoliosLab logoPortfoliosLab logo

Documentation

Upgrade your plan
VGELX vs. BTEK
Performance
Return for Risk
Drawdowns
Volatility
Dividends

VGELX vs. BTEK

Last updated Jun 24, 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.

Loading charts...

Returns By Period

VGELX

1D
0.97%
1M
-4.94%
YTD
16.66%
6M
17.04%
1Y
25.82%
3Y*
27.05%
5Y*
21.78%
10Y*
9.18%

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)20252024
VGELX
Vanguard Energy Fund Admiral Shares		16.66%20.76%17.02%
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%

Energy

VGELX
56.5%
BTEK

-

Utilities

VGELX
40.8%
BTEK

-

Basic Materials

VGELX
1.1%
BTEK

-

Financial Services

VGELX
0.0%
BTEK

-

Real Estate

VGELX
0.0%
BTEK

-

Communication Services

VGELX

-

BTEK
9.2%

Consumer Cyclical

VGELX

-

BTEK
4.4%

Consumer Defensive

VGELX

-

BTEK

-

Healthcare

VGELX

-

BTEK

-

Industrials

VGELX

-

BTEK
7.4%

Technology

VGELX

-

BTEK
79.0%

Compare stocks, funds, or ETFs

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

Vanguard Energy Fund Admiral Shares

Future Tech ETF

Often compared with VGELX:
VGELX vs. VGENXVGELX vs. VDEVGELX vs. VDEQXVGELX vs. XLEVGELX vs. FDVVVGELX vs. QQQVGELX vs. SWTSX
Often compared with BTEK:
BTEK vs. TECBBTEK vs. IVESBTEK vs. JTEKBTEK vs. EWZSBTEK vs. IRBOBTEK vs. VGTBTEK vs. BOTZ

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: 6262
Overall Rank
VGELX Sharpe Ratio Rank: 5858
Sharpe Ratio Rank
VGELX Sortino Ratio Rank: 5555
Sortino Ratio Rank
VGELX Omega Ratio Rank: 5252
Omega Ratio Rank
VGELX Calmar Ratio Rank: 7676
Calmar Ratio Rank
VGELX Martin Ratio Rank: 6868
Martin Ratio Rank
BTEK

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

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.

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.

VGELXBTEKDifference
Sharpe ratioReturn per unit of total volatility
2.07

—

—

Sortino ratioReturn per unit of downside risk
2.86

—

—

Omega ratioGain probability vs. loss probability

1.36

—

—

Calmar ratioReturn relative to maximum drawdown

3.23

—

—

Martin ratioReturn relative to average drawdown

12.40

—

—

VGELX vs. BTEK - Sharpe Ratio Comparison

Loading charts...

Drawdowns

VGELX vs. BTEK - Drawdown Comparison

Loading charts...

Drawdown Indicators

VGELXBTEKDifference

Max Drawdown

Largest peak-to-trough decline

-65.22%

—

—

Max Drawdown (1Y)

Largest decline over 1 year

-7.86%

—

—

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

-6.97%

—

—

Average Drawdown

Average peak-to-trough decline

-19.11%

—

—

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.05%

—

—

Volatility

VGELX vs. BTEK - Volatility Comparison

Loading charts...

Volatility by Period

VGELXBTEKDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.91%

—

—

Volatility (6M)

Calculated over the trailing 6-month period

10.28%

—

—

Volatility (1Y)

Calculated over the trailing 1-year period

12.28%

—

—

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.69%

—

—

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

23.18%

—

—

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 7.41%, while BTEK has not paid dividends to shareholders.

PositionTTM20252024202320222021202020192018201720162015
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		7.41%4.79%34.15%6.91%4.71%3.70%4.54%3.38%3.07%3.05%1.91%2.70%
Portfolio Optimizer

Find the right allocation for VGELX and BTEK

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