IWO vs. VB - ETF Comparison
IWO - iShares Russell 2000 Growth ETF
The iShares Russell 2000 Growth ETF (IWO) is an exchange-traded fund that tracks the performance of the Russell 2000 Growth Index, providing exposure to small-cap growth companies in the US equity market. The fund offers a diversified portfolio of over 1,100 securities, with a focus on growth-oriented firms that have the potential for strong growth prospects. With a low expense ratio and a high level of diversification, IWO can be a quality addition to portfolios seeking small-cap exposure with a higher risk/reward profile.
VB - Vanguard Small Cap ETF
The Vanguard Small Cap ETF (VB) is an equity fund that tracks the CRSP US Small Cap index, providing exposure to small-cap companies in the US equity market. The fund offers a diversified portfolio of approximately 1,411 holdings, with no single company exceeding 30 basis points of total assets. With a low expense ratio of 0.05%, VB aims to provide a broad-based, vanilla investment approach, blending both value and growth securities to capture the growth potential of small-cap firms while managing volatility.
| IWO | VB | |
|---|---|---|
| Fund Name | iShares Russell 2000 Growth ETF | Vanguard Small Cap ETF |
| Fund Provider | BlackRock | Vanguard |
| Index | Russell 2000 Growth Index | CRSP US Small Cap |
| Asset Class | Equity | Equity |
| Listing | US-listed | US-listed |
| Expense Ratio | 0.24% | 0.05% |
| Inception Date | 2000-07-24 | 2004-01-26 |
| Number Of Holdings | 1126 | 1411 |
| Region | United States | United States |
| Investment Style | Growth | Blend |
| Market Cap | Small-Cap | Small-Cap |
| 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.