VOE vs. IWP - ETF Comparison
VOE - Vanguard Mid-Cap Value ETF
The Vanguard Mid-Cap Value ETF is an exchange-traded fund that tracks the CRSP US Mid Cap Value Index, providing investors with exposure to mid-cap stocks that exhibit value characteristics in the US market. The fund offers a diversified portfolio of 197 holdings, with a focus on value investing and a multi-factor weighting scheme.
IWP - iShares Russell Mid-Cap Growth ETF
The iShares Russell Mid-Cap Growth ETF is an exchange-traded fund that tracks the performance of mid-cap growth stocks in the US market. It provides investors with exposure to a specific segment of the market, allowing them to fine-tune their domestic equity exposure or implement a growth investment style. The fund's multi-factor weighting scheme and growth strategy aim to capture the performance of growth-oriented mid-cap companies.
| VOE | IWP | |
|---|---|---|
| Fund Name | Vanguard Mid-Cap Value ETF | iShares Russell Mid-Cap Growth ETF |
| Fund Provider | Vanguard | BlackRock |
| Index | CRSP US Mid Cap Value Index | Russell Midcap Growth Index |
| Asset Class | Equity | Equity |
| Listing | US-listed | US-listed |
| Expense Ratio | 0.07% | 0.23% |
| Inception Date | 2006-08-17 | 2001-07-17 |
| Number Of Holdings | 197 | 289 |
| Currency | USD | USD |
| Region | United States | United States |
| Investment Style | Value | Growth |
| Market Cap | Mid-Cap | Mid-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.