IYJ vs. FXR - ETF Comparison
IYJ - iShares U.S. Industrials ETF
The iShares U.S. Industrials ETF provides exposure to the U.S. industrials sector, offering a way to access a corner of the U.S. economy that includes transportation firms, providers of commercial and professional services, and manufacturers of capital goods. The fund tracks the Dow Jones U.S. Industrials Index and offers a diversified portfolio of over 190 holdings, with a market capitalization-weighted approach. While it may not be the cheapest option, it can be a useful tool for investors seeking to implement a tactical tilt towards the industrials sector or as part of a sector rotation strategy.
FXR - First Trust Industrials/Producer Durables AlphaDEX Fund
The First Trust Industrials/Producer Durables AlphaDEX Fund is an equity ETF that tracks the StrataQuant Industrials Index, providing exposure to the U.S. industrials sector. The fund employs a unique, quant-based screening methodology to identify stocks poised for outperformance, aiming to generate excess returns relative to traditional cap-weighted benchmarks. With a multi-cap approach, FXR offers a diversified portfolio of industrials stocks, with a focus on broad-based exposure.
| IYJ | FXR | |
|---|---|---|
| Fund Name | iShares U.S. Industrials ETF | First Trust Industrials/Producer Durables AlphaDEX Fund |
| Fund Provider | BlackRock | First Trust |
| Index | Dow Jones U.S. Industrials Index | StrataQuant Industrials Index |
| Asset Class | Equity | Equity |
| Listing | US-listed | US-listed |
| Expense Ratio | 0.40% | 0.61% |
| Inception Date | 2000-06-12 | 2007-05-08 |
| Number Of Holdings | 193 | 138 |
| Currency | USD | USD |
| Region | United States | United States |
| Investment Style | Blend | Blend |
| Market Cap | Large-Cap | Blend |
| Sector | Industrials | Industrials |
| 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.