SPLG vs. IUSV - ETF Comparison
SPLG - SPDR Portfolio S&P 500 ETF
The SPDR Portfolio S&P 500 ETF is a low-cost equity fund that tracks the S&P 500 Index, providing exposure to large-cap stocks in the US market. It offers a diversified portfolio of well-known companies, often referred to as 'Blue Chips', with an ultra-low management fee, making it an attractive choice for investors seeking core holdings in their portfolio.
IUSV - iShares Core S&P U.S. Value ETF
The iShares Core S&P U.S. Value ETF is an exchange-traded fund that tracks the performance of the S&P 900 Value Index, providing investors with diversified exposure to large-cap value stocks in the United States.
SPLG | IUSV | |
---|---|---|
Fund Name | SPDR Portfolio S&P 500 ETF | iShares Core S&P U.S. Value ETF |
Fund Provider | State Street | BlackRock |
Index | S&P 500 | S&P 900 Value |
Asset Class | Equity | Equity |
Listing | US-listed | US-listed |
Expense Ratio | 0.02% | 0.04% |
Inception Date | 2005-11-08 | 2000-07-24 |
Number Of Holdings | 505 | 732 |
Currency | USD | USD |
Region | United States | United States |
Investment Style | Blend | Blend |
Market Cap | Large-Cap | Large-Cap |
Sector | Blend | Blend |
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.