XTL vs. IYZ - ETF Comparison
XTL - SPDR S&P Telecom ETF
The SPDR S&P Telecom ETF provides diversified exposure to the US telecom industry, offering a sector rotation strategy or dividend-focused investment approach. With a balanced portfolio of 40 holdings, it avoids concentration risks and offers a more attractive option for telecom exposure.
IYZ - iShares U.S. Telecommunications ETF
The iShares U.S. Telecommunications ETF provides exposure to the U.S. telecommunications market, offering a way to implement a sector rotation strategy or focus on dividend-yielding corners of the domestic stock market. The fund tracks the Dow Jones U.S. Select Telecommunications Index, which is a market-cap weighted index of U.S. telecom companies.
| XTL | IYZ | |
|---|---|---|
| Fund Name | SPDR S&P Telecom ETF | iShares U.S. Telecommunications ETF |
| Fund Provider | State Street | BlackRock |
| Index | S&P Telecom Select Industry Index | Dow Jones U.S. Select Telecommunications Index |
| Asset Class | Equity | Equity |
| Listing | US-listed | US-listed |
| Expense Ratio | 0.35% | 0.40% |
| Inception Date | 2011-01-26 | 2000-05-22 |
| Number Of Holdings | 40 | 21 |
| Currency | USD | USD |
| Region | United States | United States |
| Investment Style | Blend | Blend |
| Market Cap | Blend | Blend |
| Sector | Communication Services | Communication Services |
| Sector Detail | Telecommunications | Telecommunications |
| 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.