18MR vs. ZPRR - ETF Comparison
18MR - Amundi Russell 2000 UCITS ETF USD
The Amundi Russell 2000 UCITS ETF USD is an exchange-traded fund that tracks the Russell 2000 index, providing exposure to small-cap companies in the United States. The fund uses a synthetic replication strategy and has a total expense ratio of 0.35% per annum. It distributes dividends by accumulating and reinvesting them in the fund.
ZPRR - SPDR Russell 2000 US Small Cap UCITS ETF
The SPDR Russell 2000 US Small Cap UCITS ETF is an equity fund that tracks the Russell 2000 index, providing exposure to 2000 US small-cap companies. The fund uses a sampling technique to replicate the performance of the underlying index and accumulates dividends to reinvest in the ETF.
| 18MR | ZPRR | |
|---|---|---|
| Fund Name | Amundi Russell 2000 UCITS ETF USD | SPDR Russell 2000 US Small Cap UCITS ETF |
| Fund Provider | Amundi | State Street |
| Index | Russell 2000 | Russell 2000 |
| Asset Class | Equity | Equity |
| Listing | EU-listed | EU-listed |
| Expense Ratio | 0.35% | 0.3% |
| Inception Date | 2014-01-07 | 2014-06-30 |
| Currency | USD | USD |
| Distribution Policy | Accumulating | Accumulating |
| Region | United States | United States |
| Market Cap | Small-Cap | Small-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.