PortfolioMetrics

TDIV vs. SCHG - ETF Comparison

TDIV - First Trust NASDAQ Technology Dividend Index Fund

The First Trust NASDAQ Technology Dividend Index Fund is an equity ETF that tracks the NASDAQ Technology Dividend Index, providing exposure to large-cap technology companies in the US that pay dividends. The fund employs a tiered weighting scheme and has a blend investment style.

SCHG - Schwab U.S. Large-Cap Growth ETF

The Schwab U.S. Large-Cap Growth ETF (SCHG) tracks the Dow Jones U.S. Large-Cap Growth Total Stock Market Total Return Index, providing investors with exposure to large-cap growth companies in the US equity market. The fund offers a diversified portfolio of approximately 500 holdings, with a focus on technology, industrials, healthcare, energy, and consumer goods. This ETF is suitable for investors seeking long-term capital appreciation and willing to take on the associated risks of growth stocks.

TDIVSCHG
Fund NameFirst Trust NASDAQ Technology Dividend Index FundSchwab U.S. Large-Cap Growth ETF
Fund ProviderFirst TrustCharles Schwab
IndexNASDAQ Technology Dividend IndexDow Jones U.S. Large-Cap Growth Total Stock Market Total Return Index
Asset ClassEquityEquity
ListingUS-listedUS-listed
Expense Ratio0.50%0.04%
Inception Date2012-08-142009-12-11
Number Of Holdings88249
CurrencyUSDUSD
RegionUnited StatesUnited States
Investment StyleBlendGrowth
Market CapLarge-CapLarge-Cap
SectorTechnologyTechnology
Sector DetailSoftwareSoftware
LeveragedNon-leveragedNon-leveraged
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Key Metrics

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Performance Metrics

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Risk Metrics

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Detailed Returns

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Benchmark Comparison

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Key Metrics

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Performance Metrics

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Risk Metrics

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Detailed Returns

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Benchmark Comparison

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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

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End of Year Returns Table

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End of Year Returns

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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

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Drawdowns Table

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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

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Simulated Portfolio Prices

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