KXI vs. FXG - ETF Comparison
KXI - iShares Global Consumer Staples ETF
The iShares Global Consumer Staples ETF provides diversified exposure to the global consumer staples sector, with a focus on large-cap companies in developed markets. The fund tracks the S&P Global 1200 Consumer Staples (Sector) Capped Index, offering a cost-effective way to invest in a broad range of consumer staples companies around the world.
FXG - First Trust Consumer Staples AlphaDEX Fund
The First Trust Consumer Staples AlphaDEX Fund is an equity ETF that tracks the StrataQuant Consumer Staples Index, providing exposure to the US consumer staples sector. It employs a multi-factor strategy with a tiered weighting scheme, aiming to generate excess returns relative to traditional cap-weighted benchmarks. The fund offers a diversified portfolio with a lower concentration of top holdings, making it a suitable option for investors seeking to gain exposure to the consumer staples sector.
| KXI | FXG | |
|---|---|---|
| Fund Name | iShares Global Consumer Staples ETF | First Trust Consumer Staples AlphaDEX Fund |
| Fund Provider | BlackRock | First Trust |
| Index | S&P Global 1200 Consumer Staples (Sector) Capped Index | StrataQuant Consumer Staples Index |
| Asset Class | Equity | Equity |
| Listing | US-listed | US-listed |
| Expense Ratio | 0.41% | 0.63% |
| Inception Date | 2006-09-12 | 2007-05-08 |
| Number Of Holdings | 101 | 41 |
| Region | Developed Markets | United States |
| Investment Style | Blend | Blend |
| Market Cap | Large-Cap | Blend |
| Sector | Consumer Staples | Consumer Staples |
| 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.