IWS vs. VOE - ETF Comparison
IWS - iShares Russell Mid-Cap Value ETF
The iShares Russell Mid-Cap Value ETF is an exchange-traded fund that tracks the Russell Midcap Value Index, providing investors with exposure to mid-cap stocks in the US market that exhibit value characteristics. The fund offers a way to fine-tune domestic equity exposure or implement a value investment style, with a focus on mid-cap companies.
VOE - Vanguard Mid-Cap Value ETF
The Vanguard Mid-Cap Value ETF is an exchange-traded fund that tracks the CRSP US Mid Cap Value Index, providing investors with exposure to mid-cap stocks that exhibit value characteristics in the US market. The fund offers a diversified portfolio of 197 holdings, with a focus on value investing and a multi-factor weighting scheme.
| IWS | VOE | |
|---|---|---|
| Fund Name | iShares Russell Mid-Cap Value ETF | Vanguard Mid-Cap Value ETF |
| Fund Provider | BlackRock | Vanguard |
| Index | Russell Midcap Value Index | CRSP US Mid Cap Value Index |
| Asset Class | Equity | Equity |
| Listing | US-listed | US-listed |
| Expense Ratio | 0.23% | 0.07% |
| Inception Date | 2001-07-17 | 2006-08-17 |
| Number Of Holdings | 715 | 197 |
| Currency | USD | USD |
| Region | United States | United States |
| Investment Style | Value | Value |
| Market Cap | Mid-Cap | Mid-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.