IWF vs. QUAL - ETF Comparison
IWF - iShares Russell 1000 Growth ETF
The iShares Russell 1000 Growth ETF is an equity fund that tracks the Russell 1000 Growth Index, providing exposure to large-cap growth companies in the US equity market. The fund offers diversification benefits and potential for long-term capital appreciation, with a focus on technology, industrials, energy, and consumer goods sectors.
QUAL - iShares MSCI USA Quality Factor ETF
The iShares MSCI USA Quality Factor ETF is an equity fund that tracks the MSCI USA Sector Neutral Quality Index, focusing on large- and mid-cap US stocks with stable earnings growth and low debt-to-equity. The fund provides investors with a quality tilt on top of a core allocation to US markets, and can be used in conjunction with other funds to achieve a diversified portfolio.
| IWF | QUAL | |
|---|---|---|
| Fund Name | iShares Russell 1000 Growth ETF | iShares MSCI USA Quality Factor ETF |
| Fund Provider | BlackRock | BlackRock |
| Index | Russell 1000 Growth Index | MSCI USA Sector Neutral Quality |
| Asset Class | Equity | Equity |
| Listing | US-listed | US-listed |
| Expense Ratio | 0.19% | 0.15% |
| Inception Date | 2000-05-22 | 2013-07-18 |
| Number Of Holdings | 396 | 127 |
| Region | United States | United States |
| Investment Style | Growth | 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.