PortfolioMetrics

VPN vs. RSPR - ETF Comparison

VPN - Global X Data Center REITs & Digital Infrastructure ETF

The Global X Data Center REITs & Digital Infrastructure ETF provides exposure to a diversified portfolio of real estate investment trusts (REITs) and digital infrastructure companies, offering a unique blend of traditional real estate and technology investments.

RSPR - Invesco S&P 500 Equal Weight Real Estate ETF

The Invesco S&P 500 Equal Weight Real Estate ETF tracks the S&P 500 Equal Weighted / Real Estate - SEC index, providing diversified exposure to large-cap US real estate companies. The fund's equal-weighting scheme aims to reduce concentration risk and provide a more balanced portfolio.

VPNRSPR
Fund NameGlobal X Data Center REITs & Digital Infrastructure ETFInvesco S&P 500 Equal Weight Real Estate ETF
Fund ProviderMirae AssetInvesco
IndexSolactive Data Center REITs & Digital Infrastructure IndexS&P 500 Equal Weighted / Real Estate - SEC
Asset ClassEquityEquity
ListingUS-listedUS-listed
Expense Ratio0.50%0.40%
Inception Date2020-10-272015-08-13
Number Of Holdings2632
RegionGlobalUnited States
SectorReal EstateReal Estate
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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