IWD vs. XLE - ETF Comparison
IWD - iShares Russell 1000 Value ETF
The iShares Russell 1000 Value ETF provides exposure to large-cap companies that exhibit value characteristics within the U.S. equity market, offering a diversified portfolio with a focus on financials, energy, and healthcare sectors. This fund is suitable for investors seeking long-term growth and income with a value investment style.
XLE - Energy Select Sector SPDR Fund
The Energy Select Sector SPDR Fund is an exchange-traded fund that tracks the S&P Energy Select Sector Index, providing exposure to the U.S. energy industry, including major oil producers. It is a cost-efficient and liquid option for investors seeking tactical exposure to the energy sector, particularly when oil prices are rising. However, it may not be suitable for long-term buy-and-hold portfolios due to concentration issues in the portfolio.
| IWD | XLE | |
|---|---|---|
| Fund Name | iShares Russell 1000 Value ETF | Energy Select Sector SPDR Fund |
| Fund Provider | BlackRock | State Street |
| Index | Russell 1000 Value Index | S&P Energy Select Sector Index |
| Asset Class | Equity | Equity |
| Listing | US-listed | US-listed |
| Expense Ratio | 0.19% | 0.09% |
| Inception Date | 2000-05-22 | 1998-12-16 |
| Number Of Holdings | 874 | 24 |
| Currency | USD | USD |
| Region | United States | United States |
| Investment Style | Value | Value |
| Market Cap | Large-Cap | Large-Cap |
| Sector | Financials | Energy |
| Sector Detail | Banks | Oil Producers |
| 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.