VOO vs. IEFA - ETF Comparison
VOO - Vanguard S&P 500 ETF
The Vanguard S&P 500 ETF is a large-cap equity fund that tracks the S&P 500 Index, providing broad exposure to mega and large-cap stocks in the US market. The fund holds a diversified portfolio of over 500 securities, including well-known companies such as ExxonMobil, Apple, IBM, and GE. With a low expense ratio, this fund is an excellent choice for buy-and-hold investors seeking long-term growth and income through dividend payments.
IEFA - iShares Core MSCI EAFE ETF
The iShares Core MSCI EAFE ETF is a low-cost, broad-based equity fund that tracks the MSCI EAFE Investable Market Index, providing investors with exposure to developed markets outside of the US and Canada. With a large-cap focus and a market capitalization-weighted approach, the fund offers a diversified portfolio of over 2,700 holdings, making it an attractive option for long-term investors seeking international exposure.
| VOO | IEFA | |
|---|---|---|
| Fund Name | Vanguard S&P 500 ETF | iShares Core MSCI EAFE ETF |
| Fund Provider | Vanguard | BlackRock |
| Index | S&P 500 | MSCI EAFE Investable Market Index |
| Asset Class | Equity | Equity |
| Listing | US-listed | US-listed |
| Expense Ratio | 0.03% | 0.07% |
| Inception Date | 2010-09-07 | 2012-10-18 |
| Number Of Holdings | 504 | 2749 |
| Region | United States | Developed Markets |
| Investment Style | Blend | 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.