PortfolioMetrics

PFXF vs. OIH - ETF Comparison

PFXF - VanEck Preferred Securities ex Financials ETF

The VanEck Preferred Securities ex Financials ETF is an exchange-traded fund that tracks the ICE Exchange-Listed Fixed & Adjustable Rate Non-Financial Preferred Securities Index, providing investors with broad exposure to the US corporate preferred securities market, excluding financials.

OIH - VanEck Oil Services ETF

The VanEck Oil Services ETF is an equity fund that tracks the largest 25 U.S.-listed oil service companies, providing investors with exposure to the energy sector. The fund has a market capitalization-weighted approach and focuses on large-cap firms with some mid-cap representation. It offers a handsome dividend yield, making it a useful tool for income generation in a portfolio. The ETF is a tactical tool for segmenting a select few energy companies under one roof, rather than a core position.

PFXFOIH
Fund NameVanEck Preferred Securities ex Financials ETFVanEck Oil Services ETF
Fund ProviderVanEckVanEck
IndexICE Exchange-Listed Fixed & Adjustable Rate Non-Financial Preferred Securities IndexMVIS US Listed Oil Services 25
Asset ClassEquityEquity
ListingUS-listedUS-listed
Expense Ratio0.41%0.35%
Inception Date2012-07-162001-02-07
Number Of Holdings9926
CurrencyUSDUSD
RegionUnited StatesDeveloped Markets
Investment StyleBlendValue
Market CapBlendBlend
SectorFinancialsEnergy
Sector DetailPreferred StockEnergy Equipment & Services
LeveragedNon-leveragedNon-leveraged
Invert Comparison

Select Timeframe

Key Metrics

Run the backtest to get the results

Performance Metrics

Run the backtest to get the results

Risk Metrics

Run the backtest to get the results

Detailed Returns

Run the backtest to get the results

Benchmark Comparison

Run the backtest to get the results

Key Metrics

Run the backtest to get the results

Performance Metrics

Run the backtest to get the results

Risk Metrics

Run the backtest to get the results

Detailed Returns

Run the backtest to get the results

Benchmark Comparison

Run the backtest to get the results

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

Run the backtest to get the results

End of Year Returns Table

Run the backtest to get the results

End of Year Returns

Run the backtest to get the results

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

Run the backtest to get the results

Drawdowns Table

Run the backtest to get the results

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.

Monte Carlo Metrics

Run the backtest to get the results

Simulated Portfolio Prices

Run the backtest to get the results