2TCD vs. 5HED - ETF Comparison
2TCD - VanEck Multi-Asset Growth Allocation UCITS ETF
The VanEck Multi-Asset Growth Allocation UCITS ETF is a diversified equity fund that tracks a multi-asset index, investing in a mix of developed markets equities, government bonds, corporate bonds, and real estate, with a focus on ESG criteria. The fund aims to provide long-term growth while distributing dividends quarterly.
5HED - Ossiam ESG Low Carbon Shiller Barclays CAPE® US Sector UCITS ETF 1A (USD)
The Ossiam ESG Low Carbon Shiller Barclays CAPE US Sector UCITS ETF 1A (USD) is an actively managed equity ETF that tracks the Ossiam ESG Low Carbon Shiller Barclays CAPE US Sector index. The fund focuses on the US market, investing in the five sectors with the lowest relative CAPE, while excluding environmentally harmful and socially or ethically controversial companies. The ETF aims to provide long-term capital growth with a value investment style, accumulating dividends and reinvesting them in the fund.
| 2TCD | 5HED | |
|---|---|---|
| Fund Name | VanEck Multi-Asset Growth Allocation UCITS ETF | Ossiam ESG Low Carbon Shiller Barclays CAPE® US Sector UCITS ETF 1A (USD) |
| Fund Provider | VanEck | Ossiam |
| Index | Multi-Asset Growth Allocation | Ossiam ESG Low Carbon Shiller Barclays CAPE® US Sector |
| Asset Class | Equity | Equity |
| Listing | EU-listed | EU-listed |
| Expense Ratio | 0.32% | 0.75% |
| Inception Date | 2009-12-14 | 2018-04-05 |
| Number Of Holdings | 247 | 49 |
| Currency | EUR | USD |
| Distribution Policy | Distributing | Accumulating |
| Region | Global | United States |
| Investment Style | Growth | Value |
| Market Cap | Blend | Blend |
| Sector | Blend | Blend |
| 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.