IVE vs. VFH - ETF Comparison
IVE - iShares S&P 500 Value ETF
The iShares S&P 500 Value ETF provides exposure to large-cap companies that exhibit value characteristics within the U.S. equity market, offering a diversified portfolio of approximately 340 holdings with a focus on financials, energy, and industrials. This fund is suitable for investors seeking long-term growth and stability, with a blend of dividend income and rock-solid stability.
VFH - Vanguard Financials ETF
The Vanguard Financials ETF (VFH) provides targeted exposure to the U.S. financial sector, making it an ideal option for investors seeking to tilt their portfolios towards U.S. banks. With a diversified portfolio of over 400 stocks, this ETF offers broader exposure than other popular financial sector funds. It is suitable for those looking to implement a tactical tilt or carry out a sector rotation strategy, and is among the cheapest in its category.
| IVE | VFH | |
|---|---|---|
| Fund Name | iShares S&P 500 Value ETF | Vanguard Financials ETF |
| Fund Provider | BlackRock | Vanguard |
| Index | S&P 500 Value | MSCI US IMI 25/50 Financials |
| Asset Class | Equity | Equity |
| Listing | US-listed | US-listed |
| Expense Ratio | 0.18% | 0.10% |
| Inception Date | 2000-05-22 | 2004-01-26 |
| Number Of Holdings | 439 | 412 |
| Currency | USD | USD |
| Region | United States | United States |
| Investment Style | Blend | Blend |
| Market Cap | Large-Cap | Large-Cap |
| Sector | Financials | Financials |
| Sector Detail | Banks | Banks |
| Leveraged | Non-leveraged | Non-leveraged |
Select Timeframe
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.