IYZ vs. VOX - ETF Comparison
IYZ - iShares U.S. Telecommunications ETF
The iShares U.S. Telecommunications ETF provides exposure to the U.S. telecommunications market, offering a way to implement a sector rotation strategy or focus on dividend-yielding corners of the domestic stock market. The fund tracks the Dow Jones U.S. Select Telecommunications Index, which is a market-cap weighted index of U.S. telecom companies.
VOX - Vanguard Communication Services ETF
The Vanguard Communication Services ETF provides diversified exposure to the communication services sector in the United States, offering a low-cost way to invest in a segment of the market that can provide attractive dividend yields. The fund tracks the MSCI US IMI 25/50 Communication Services Index, which includes a range of companies involved in telecommunications, media, and internet services.
| IYZ | VOX | |
|---|---|---|
| Fund Name | iShares U.S. Telecommunications ETF | Vanguard Communication Services ETF |
| Fund Provider | BlackRock | Vanguard |
| Index | Dow Jones U.S. Select Telecommunications Index | MSCI US IMI 25/50 Communication Services -SEC |
| Asset Class | Equity | Equity |
| Listing | US-listed | US-listed |
| Expense Ratio | 0.40% | 0.10% |
| Inception Date | 2000-05-22 | 2004-09-23 |
| Number Of Holdings | 21 | 121 |
| Region | United States | United States |
| Investment Style | Blend | Blend |
| Market Cap | Blend | Large-Cap |
| Sector | Communication Services | Communication Services |
| 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.