2B7B vs. WELI - ETF Comparison
2B7B - iShares S&P 500 Materials Sector UCITS ETF USD (Acc)
The iShares S&P 500 Materials Sector UCITS ETF USD (Acc) is an equity fund that tracks the S&P 500 Capped 35/20 Materials index, providing exposure to the US basic materials sector. The fund uses a long-only strategy and has a total expense ratio of 0.15% p.a.
WELI - Amundi S&P Global Materials ESG UCITS ETF DR EUR (A)
The Amundi S&P Global Materials ESG UCITS ETF DR EUR (A) is an equity ETF that tracks the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Materials index, focusing on the materials sector with an ESG (environmental, social, and corporate governance) filter. It aims to provide long-term growth by replicating the performance of the underlying index through full replication, with a low expense ratio of 0.18% p.a..
| 2B7B | WELI | |
|---|---|---|
| Fund Name | iShares S&P 500 Materials Sector UCITS ETF USD (Acc) | Amundi S&P Global Materials ESG UCITS ETF DR EUR (A) |
| Fund Provider | BlackRock | Amundi |
| Index | S&P 500 Capped 35/20 Materials | S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Materials |
| Asset Class | Equity | Equity |
| Listing | EU-listed | EU-listed |
| Expense Ratio | 0.15% | 0.18% |
| Inception Date | 2017-03-20 | 2022-09-20 |
| Number Of Holdings | 28 | 85 |
| Currency | USD | EUR |
| Distribution Policy | Accumulating | Accumulating |
| Region | United States | Global |
| Investment Style | Blend | Blend |
| Market Cap | Large-Cap | Large-Cap, Mid-Cap |
| Sector | Materials | Materials |
| Sector Detail | Basic Materials | Basic Materials |
| 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.