DIA vs. XLK - ETF Comparison
DIA - SPDR Dow Jones Industrial Average ETF Trust
The SPDR Dow Jones Industrial Average ETF Trust tracks the performance of the Dow Jones Industrial Average, providing investors with exposure to a diversified portfolio of large-cap US equities. The fund holds a concentrated portfolio of 30 blue-chip stocks, including well-known companies such as ExxonMobil, Caterpillar, IBM, and GE. With a focus on large-cap stocks, the fund offers a relatively stable investment option with a history of paying solid dividends. However, investors seeking broader diversification may want to consider other large-cap ETFs.
XLK - Technology Select Sector SPDR Fund
The Technology Select Sector SPDR Fund (XLK) provides diversified exposure to the US technology sector, investing in a range of companies across various technology segments, including IT services, wireless telecommunication services, and semiconductors. The fund's broad-based approach and market capitalization-weighted strategy make it an ideal choice for investors seeking to gain exposure to the US technology market.
| DIA | XLK | |
|---|---|---|
| Fund Name | SPDR Dow Jones Industrial Average ETF Trust | Technology Select Sector SPDR Fund |
| Fund Provider | State Street | State Street |
| Index | Dow Jones Industrial Average | S&P Technology Select Sector Index |
| Asset Class | Equity | Equity |
| Listing | US-listed | US-listed |
| Expense Ratio | 0.16% | 0.09% |
| Inception Date | 1998-01-14 | 1998-12-16 |
| Number Of Holdings | 31 | 69 |
| Region | United States | United States |
| Investment Style | Blend | Growth |
| Market Cap | Large-Cap | Large-Cap |
| 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.