VUG vs. KOMP - ETF Comparison
VUG - Vanguard Growth ETF
The Vanguard Growth ETF is a large-cap growth equity fund that tracks the CRSP U.S. Large Cap Growth Index, providing exposure to large-cap companies within the growth sector of the U.S. equity market. The fund offers diversification benefits and potential for long-term capital appreciation, with a focus on technology, industrials, healthcare, and consumer goods.
KOMP - SPDR S&P Kensho New Economies Composite ETF
The SPDR S&P Kensho New Economies Composite ETF tracks the S&P Kensho New Economies Composite Index, which is designed to measure the performance of companies that are driving innovation and growth in the new economy. The fund provides diversified exposure to a broad range of sectors and companies, with a focus on thematic investing.
| VUG | KOMP | |
|---|---|---|
| Fund Name | Vanguard Growth ETF | SPDR S&P Kensho New Economies Composite ETF |
| Fund Provider | Vanguard | State Street |
| Index | CRSP U.S. Large Cap Growth Index | S&P Kensho New Economies Composite Index |
| Asset Class | Equity | Equity |
| Listing | US-listed | US-listed |
| Expense Ratio | 0.04% | 0.20% |
| Inception Date | 2004-01-26 | 2018-10-22 |
| Number Of Holdings | 200 | 440 |
| Currency | USD | USD |
| Region | United States | Developed Markets |
| Investment Style | Growth | Blend |
| Market Cap | Large-Cap | Blend |
| Sector | Technology | Technology |
| Sector Detail | Software | Software |
| 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.