SDY vs. VCR - ETF Comparison
SDY - SPDR S&P Dividend ETF
The SPDR S&P Dividend ETF (SDY) tracks the S&P High Yield Dividend Aristocrats Index, providing exposure to large-cap, dividend-paying companies in the US equity market with a history of consistently increasing dividends. The fund offers a diversified portfolio of around 60 holdings, with a focus on consumer, utilities, and industrials sectors. It is suitable for investors seeking a stable source of income and long-term growth.
VCR - Vanguard Consumer Discretionary ETF
The Vanguard Consumer Discretionary ETF (VCR) provides targeted exposure to the U.S. consumer discretionary sector, including apparel retailers, hotel operators, cruise line companies, auto makers, and more. This ETF can be a useful tool for investors implementing a sector rotation strategy or seeking to tilt their portfolio. It may appeal to buy-and-hold investors during times of economic strength since the discretionary sector typically performs well when consumers have extra money to spend.
| SDY | VCR | |
|---|---|---|
| Fund Name | SPDR S&P Dividend ETF | Vanguard Consumer Discretionary ETF |
| Fund Provider | State Street | Vanguard |
| Index | S&P High Yield Dividend Aristocrats Index | MSCI US IMI 25/50 Consumer Discretionary |
| Asset Class | Equity | Equity |
| Listing | US-listed | US-listed |
| Expense Ratio | 0.35% | 0.10% |
| Inception Date | 2005-11-08 | 2004-01-26 |
| Number Of Holdings | 135 | 312 |
| Currency | USD | USD |
| Region | United States | United States |
| Investment Style | Blend | Growth |
| Market Cap | Large-Cap | Large-Cap |
| Sector | Consumer Discretionary | Consumer Discretionary |
| Leveraged | Non-leveraged | Non-leveraged |
Select Timeframe
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.