XLK vs. SPYV - ETF Comparison
XLK - Technology Select Sector SPDR Fund
The Technology Select Sector SPDR Fund (XLK) provides diversified exposure to the US technology sector, investing in a range of companies across various technology segments, including IT services, wireless telecommunication services, and semiconductors. The fund's broad-based approach and market capitalization-weighted strategy make it an ideal choice for investors seeking to gain exposure to the US technology market.
SPYV - SPDR Portfolio S&P 500 Value ETF
The SPDR Portfolio S&P 500 Value ETF is an equity fund that tracks the S&P 500 Value Index, providing exposure to large-cap companies with value characteristics in the US equity market. The fund offers a diversified portfolio of approximately 340 holdings, with a focus on financials, energy, and industrials. It is suitable for investors seeking long-term growth and stability, with a low expense ratio of 0.04%.
| XLK | SPYV | |
|---|---|---|
| Fund Name | Technology Select Sector SPDR Fund | SPDR Portfolio S&P 500 Value ETF |
| Fund Provider | State Street | State Street |
| Index | S&P Technology Select Sector Index | S&P 500 Value |
| Asset Class | Equity | Equity |
| Listing | US-listed | US-listed |
| Expense Ratio | 0.09% | 0.04% |
| Inception Date | 1998-12-16 | 2000-09-25 |
| Number Of Holdings | 69 | 439 |
| Region | United States | United States |
| Investment Style | Growth | Blend |
| Market Cap | Large-Cap | Large-Cap |
| Sector | Technology | Financials |
| Sector Detail | Technology - Broad | 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.