AIRR vs. VIS - ETF Comparison
AIRR - First Trust RBA American Industrial Renaissance ETF
The First Trust RBA American Industrial Renaissance ETF is an equity fund that tracks the Richard Bernstein Advisors American Industrial Renaissance Index, providing exposure to a diversified portfolio of US industrial companies. The fund employs a multi-factor strategy and proprietary weighting scheme to select securities, with a focus on the industrials sector.
VIS - Vanguard Industrials ETF
The Vanguard Industrials ETF provides exposure to the U.S. industrials sector, offering a way to access a corner of the U.S. economy that includes transportation firms, providers of commercial and professional services, and manufacturers of capital goods. With a low expense ratio and a deep portfolio, this ETF is an attractive option for investors seeking to implement a tactical tilt towards the industrials sector or as part of a sector rotation strategy.
| AIRR | VIS | |
|---|---|---|
| Fund Name | First Trust RBA American Industrial Renaissance ETF | Vanguard Industrials ETF |
| Fund Provider | First Trust | Vanguard |
| Index | Richard Bernstein Advisors American Industrial Renaissance (TR) | MSCI US Investable Market Industrials 25/50 Index |
| Asset Class | Equity | Equity |
| Listing | US-listed | US-listed |
| Expense Ratio | 0.70% | 0.10% |
| Inception Date | 2014-03-10 | 2004-09-23 |
| Number Of Holdings | 46 | 394 |
| Currency | USD | USD |
| Region | United States | United States |
| Investment Style | Blend | Blend |
| Market Cap | Blend | Blend |
| Sector | Industrials | Industrials |
| Leveraged | Non-leveraged | Non-leveraged |
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Key Metrics
Performance Metrics
Risk Metrics
Detailed Returns
Benchmark Comparison
Key Metrics
Performance Metrics
Risk Metrics
Detailed Returns
Benchmark Comparison
Performance Analysis
The performance analysis examines historical data to assess the returns of the investment strategy, including key metrics such as Cumulative returns, End of Year (EoY) returns, and risk-adjusted returns like the Sharpe ratio or the Sortino ratio.
Cumulative Returns
End of Year Returns Table
End of Year Returns
Risk Analysis
The risk analysis refers to an assessment of potential negative events that could lead to a loss of capital. Conducting a risk analysis can help in deciding whether an investment should be made. This is done using risk metrics such as drawdowns, volatility and beta which reflect stakeholders' confidence in the consistency of an investment strategy.
Drawdowns
Drawdowns Table
Monte Carlo Simulation
The Monte Carlo simulation is a statistical method used to forecast portfolio returns by generating a wide range of potential outcomes through random sampling from historical asset price data. It helps investors assess the potential risk and return of a portfolio under various market conditions. The simulation takes into account the initial investment and optionally simulates cash flow scenarios like fixed contributions, fixed withdrawals, or percentage withdrawals.
IMPORTANT: The forecast generated through Monte Carlo simulations is purely hypothetical and does not guarantee future returns. Investment decisions should be made with consideration of various factors, and past performance is not indicative of future results.