VDIV vs. VGVF - ETF Comparison
VDIV - VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF
The VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF is an equity fund that tracks the Morningstar Developed Markets Large Cap Dividend Leaders Screened Select index, focusing on large-cap companies from developed countries with consistent and sustainable dividend payment patterns. The fund applies ESG criteria and distributes dividends quarterly.
VGVF - Vanguard FTSE Developed World UCITS ETF Acc
The Vanguard FTSE Developed World UCITS ETF Acc is an equity fund that tracks the FTSE Developed index, providing exposure to large-cap stocks in developed markets worldwide. The fund uses a sampling technique to replicate the performance of the underlying index and has a low expense ratio of 0.12%. The ETF distributes dividends by accumulating and reinvesting them, and has a large asset base of over 2.6 billion USD.
| VDIV | VGVF | |
|---|---|---|
| Fund Name | VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF | Vanguard FTSE Developed World UCITS ETF Acc |
| Fund Provider | VanEck | Vanguard |
| Index | Morningstar Developed Markets Large Cap Dividend Leaders Screened Select | FTSE Developed |
| Asset Class | Equity | Equity |
| Listing | EU-listed | EU-listed |
| Expense Ratio | 0.38% | 0.12% |
| Inception Date | 2016-05-23 | 2019-09-24 |
| Number Of Holdings | 99 | 2087 |
| Currency | EUR | USD |
| Distribution Policy | Distributing | Accumulating |
| Region | Developed Markets | Developed Markets |
| Investment Style | Dividend | Blend |
| Market Cap | Large-Cap | Large-Cap |
| 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.