10AF vs. IUSP - ETF Comparison
10AF - Amundi Index MSCI Emerging Markets UCITS ETF DR (C)
The Amundi Index MSCI Emerging Markets UCITS ETF DR (C) is an exchange-traded fund that tracks the MSCI Emerging Markets index, providing investors with exposure to stocks from emerging markets worldwide. The fund uses a full replication strategy to track the underlying index, with a low expense ratio of 0.18% p.a. and a large asset base of EUR 3,001 million. The ETF is domiciled in Luxembourg and was launched on May 5, 2017.
IUSP - iShares J.P. Morgan EM Local Government Bond UCITS ETF
The iShares J.P. Morgan EM Local Government Bond UCITS ETF is an emerging markets bond fund that tracks the JP Morgan EMBI Global Diversified 10% Cap 1% Floor index, providing exposure to government bonds of all maturities issued by emerging market countries.
| 10AF | IUSP | |
|---|---|---|
| Fund Name | Amundi Index MSCI Emerging Markets UCITS ETF DR (C) | iShares J.P. Morgan EM Local Government Bond UCITS ETF |
| Fund Provider | Amundi | BlackRock |
| Index | MSCI Emerging Markets | JP Morgan EMBI Global Diversified 10% Cap 1% Floor |
| Asset Class | Equity | Bonds |
| Listing | EU-listed | EU-listed |
| Expense Ratio | 0.18% | 0.5% |
| Inception Date | 2017-05-05 | 2011-06-20 |
| Number Of Holdings | 1405 | 316 |
| Currency | EUR | USD |
| Distribution Policy | Accumulating | Distributing |
| Region | Emerging Markets | Emerging Markets |
| 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.