VONV vs. PFF - ETF Comparison
VONV - Vanguard Russell 1000 Value ETF
The Vanguard Russell 1000 Value ETF provides exposure to large-cap companies that exhibit value characteristics within the U.S. equity market. It tracks the Russell 1000 Value Index, offering a diversified portfolio of approximately 650 holdings, with a focus on financials, energy, and healthcare sectors. This fund is suitable for investors seeking long-term growth and stability, with a blend of value and dividend-paying stocks.
PFF - iShares Preferred & Income Securities ETF
The iShares Preferred & Income Securities ETF (PFF) provides investors with exposure to preferred stock, offering a unique combination of relatively stable income and lower volatility compared to common stocks. The fund tracks the ICE Exchange-Listed Preferred & Hybrid Securities Index, investing in a diversified portfolio of nearly 440 holdings across various sectors, with a focus on the financial industry. PFF can be a valuable addition to a portfolio, helping to boost yields and reduce risk, but should be used in moderation to avoid overexposure to the financial sector.
| VONV | PFF | |
|---|---|---|
| Fund Name | Vanguard Russell 1000 Value ETF | iShares Preferred & Income Securities ETF |
| Fund Provider | Vanguard | BlackRock |
| Index | Russell 1000 Value Index | ICE Exchange-Listed Preferred & Hybrid Securities Index |
| Asset Class | Equity | Equity |
| Listing | US-listed | US-listed |
| Expense Ratio | 0.08% | 0.46% |
| Inception Date | 2010-09-20 | 2007-03-26 |
| Number Of Holdings | 847 | 439 |
| Currency | USD | USD |
| Region | United States | United States |
| Investment Style | Blend | Blend |
| Market Cap | Large-Cap | Blend |
| Sector | Financials | Financials |
| Sector Detail | Banks | Banks |
| 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.