VGELX vs. BTEK
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.
Key characteristics
| VGELX | BTEK |
|---|
Correlation
The correlation between VGELX and BTEK is 0.09, 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 displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VGELX vs. BTEK - Expense Ratio Comparison
VGELX has a 0.33% expense ratio, which is lower than BTEK's 0.88% expense ratio.
Risk-Adjusted Performance
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.
Dividends
VGELX vs. BTEK - Dividend Comparison
VGELX's dividend yield for the trailing twelve months is around 3.77%, while BTEK has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VGELX Vanguard Energy Fund Admiral Shares | 3.77% | 4.28% | 4.71% | 3.69% | 4.54% | 3.38% | 3.07% | 3.05% | 1.91% | 2.70% | 2.34% | 1.98% |
BTEK Future Tech ETF | 100.03% | 0.00% | 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
Volatility
VGELX vs. BTEK - Volatility Comparison
Vanguard Energy Fund Admiral Shares (VGELX) has a higher volatility of 3.07% compared to Future Tech ETF (BTEK) at 0.00%. This indicates that VGELX's price experiences larger fluctuations and is considered to be riskier than BTEK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.