VUSA vs. QDVE - ETF Comparison
VUSA - Vanguard S&P 500 UCITS ETF
The Vanguard S&P 500 UCITS ETF is an equity fund that tracks the S&P 500 index, which consists of the 500 largest US stocks. The fund aims to provide long-term capital growth by replicating the performance of the underlying index through full replication. It distributes dividends quarterly and has a low expense ratio of 0.07% p.a.
QDVE - iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc)
The iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc) is an equity ETF that tracks the S&P 500 Capped 35/20 Information Technology index, providing exposure to the US information technology sector. The fund uses a full replication strategy to track the performance of the underlying index, with a total expense ratio of 0.15% p.a.. The ETF distributes dividends on an accumulating basis and is domiciled in Ireland.
| VUSA | QDVE | |
|---|---|---|
| Fund Name | Vanguard S&P 500 UCITS ETF | iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc) |
| Fund Provider | Vanguard | BlackRock |
| Index | S&P 500 | S&P 500 Capped 35/20 Information Technology |
| Asset Class | Equity | Equity |
| Listing | EU-listed | EU-listed |
| Expense Ratio | 0.07% | 0.15% |
| Inception Date | 2012-05-22 | 2015-11-20 |
| Number Of Holdings | 495 | 66 |
| Currency | USD | USD |
| Distribution Policy | Distributing | Accumulating |
| Region | United States | United States |
| 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.