IJS vs. LIT - ETF Comparison
IJS - iShares S&P Small-Cap 600 Value ETF
The iShares S&P Small-Cap 600 Value ETF (IJS) tracks the performance of small-cap value stocks in the US equity market, offering investors a diversified portfolio of around 460 holdings with a focus on value securities. The fund's investment thesis is based on the potential for small-cap companies to provide strong growth prospects and a 'pure play' on the American economy. With a reasonable expense ratio and a market capitalization bias towards micro-cap stocks, IJS can be a quality addition to portfolios seeking small-cap exposure with lower risk.
LIT - Global X Lithium & Battery Tech ETF
The Global X Lithium & Battery Tech ETF provides exposure to companies involved in the lithium industry, offering a play on the growing demand for this key component in next-generation technologies. The fund's diversified portfolio of 41 holdings tracks the Stuttgart Solactive AG Global Lithium Index, giving investors access to a volatile but potentially powerful tool for betting on the lithium market.
| IJS | LIT | |
|---|---|---|
| Fund Name | iShares S&P Small-Cap 600 Value ETF | Global X Lithium & Battery Tech ETF |
| Fund Provider | BlackRock | Mirae Asset |
| Index | S&P Small Cap 600 Value | Stuttgart Solactive AG Global Lithium (USD) |
| Asset Class | Equity | Equity |
| Listing | US-listed | US-listed |
| Expense Ratio | 0.18% | 0.75% |
| Inception Date | 2000-07-24 | 2010-07-22 |
| Number Of Holdings | 461 | 41 |
| Region | United States | Developed Markets |
| Investment Style | Value | Blend |
| Market Cap | Micro-Cap | Micro-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.