XLY vs. VYM - ETF Comparison
XLY - Consumer Discretionary Select Sector SPDR Fund
The Consumer Discretionary Select Sector SPDR Fund is an equity ETF that tracks the S&P Consumer Discretionary Select Sector Index, providing investors with exposure to the consumer discretionary sector in the United States. With a focus on large-cap companies, the fund offers a cost-efficient and liquid way to invest in this segment of the market.
VYM - Vanguard High Dividend Yield Index ETF
The Vanguard High Dividend Yield Index ETF is a large-cap blend equity fund that tracks the FTSE High Dividend Yield Index, providing exposure to dividend-paying companies in the US equity market. The fund focuses on high-dividend yield stocks, offering a broad-based portfolio with a tilt towards consumer, energy, and industrials sectors. With a low expense ratio, this ETF is suitable for long-term buy-and-hold investors seeking stable income and diversification.
| XLY | VYM | |
|---|---|---|
| Fund Name | Consumer Discretionary Select Sector SPDR Fund | Vanguard High Dividend Yield Index ETF |
| Fund Provider | State Street | Vanguard |
| Index | S&P Consumer Discretionary Select Sector Index | FTSE Custom High Dividend Yield |
| Asset Class | Equity | Equity |
| Listing | US-listed | US-listed |
| Expense Ratio | 0.09% | 0.06% |
| Inception Date | 1998-12-16 | 2006-11-10 |
| Number Of Holdings | 53 | 557 |
| Currency | USD | USD |
| Region | United States | United States |
| Investment Style | Growth | Blend |
| Market Cap | Large-Cap | Large-Cap |
| Sector | Consumer Discretionary | Consumer Discretionary |
| 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.