VTEX vs. FALN
Compare and contrast key facts about VTEX (VTEX) and iShares Fallen Angels USD Bond ETF (FALN).
FALN is a passively managed fund by iShares that tracks the performance of the Bloomberg US High Yield Fallen Angel 3% Capped Index. It was launched on Jun 14, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VTEX or FALN.
Correlation
The correlation between VTEX and FALN is 0.37, 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
VTEX vs. FALN - Performance Comparison
Key characteristics
VTEX:
-0.29
FALN:
1.47
VTEX:
-0.13
FALN:
2.07
VTEX:
0.98
FALN:
1.26
VTEX:
-0.15
FALN:
1.83
VTEX:
-0.54
FALN:
9.36
VTEX:
23.20%
FALN:
0.74%
VTEX:
43.90%
FALN:
4.68%
VTEX:
-91.38%
FALN:
-29.22%
VTEX:
-81.89%
FALN:
-1.74%
Returns By Period
In the year-to-date period, VTEX achieves a -15.12% return, which is significantly lower than FALN's 7.37% return.
VTEX
-15.12%
-9.60%
-14.99%
-11.78%
N/A
N/A
FALN
7.37%
-0.44%
4.53%
7.17%
5.00%
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
VTEX vs. FALN - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for VTEX (VTEX) and iShares Fallen Angels USD Bond ETF (FALN). 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
VTEX vs. FALN - Dividend Comparison
VTEX has not paid dividends to shareholders, while FALN's dividend yield for the trailing twelve months is around 6.25%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|
VTEX VTEX | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FALN iShares Fallen Angels USD Bond ETF | 6.25% | 5.38% | 5.08% | 3.39% | 5.14% | 5.35% | 5.97% | 6.99% | 3.54% |
Drawdowns
VTEX vs. FALN - Drawdown Comparison
The maximum VTEX drawdown since its inception was -91.38%, which is greater than FALN's maximum drawdown of -29.22%. Use the drawdown chart below to compare losses from any high point for VTEX and FALN. For additional features, visit the drawdowns tool.
Volatility
VTEX vs. FALN - Volatility Comparison
VTEX (VTEX) has a higher volatility of 12.68% compared to iShares Fallen Angels USD Bond ETF (FALN) at 1.70%. This indicates that VTEX's price experiences larger fluctuations and is considered to be riskier than FALN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.