4COP vs. UBUD - ETF Comparison
4COP - Global X Copper Miners UCITS ETF USD Accumulating
The Global X Copper Miners UCITS ETF USD Accumulating tracks the Solactive Global Copper Miners index, investing in companies worldwide engaged in copper exploration, mining, and refining. The fund offers a diversified portfolio of copper miners with a total expense ratio of 0.65% p.a.
UBUD - UBS ETF (IE) Solactive Global Pure Gold Miners UCITS ETF (USD) A-dis
The UBS ETF (IE) Solactive Global Pure Gold Miners UCITS ETF (USD) A-dis tracks the Solactive Global Pure Gold Miners index, providing exposure to top gold mining corporations that generate at least 90% of their revenues from gold mining. The fund offers a cost-effective way to invest in the gold mining sector, with a total expense ratio of 0.43% p.a.
| 4COP | UBUD | |
|---|---|---|
| Fund Name | Global X Copper Miners UCITS ETF USD Accumulating | UBS ETF (IE) Solactive Global Pure Gold Miners UCITS ETF (USD) A-dis |
| Fund Provider | Global X | UBS |
| Index | Solactive Global Copper Miners | Solactive Global Pure Gold Miners |
| Asset Class | Equity | Equity |
| Listing | EU-listed | EU-listed |
| Expense Ratio | 0.65% | 0.43% |
| Inception Date | 2021-11-22 | 2012-11-15 |
| Number Of Holdings | 38 | 23 |
| Currency | USD | USD |
| Distribution Policy | Accumulating | Distributing |
| Region | Global | Global |
| Sector | Materials | Materials |
| Sector Detail | Basic Materials | Gold Mining |
| 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.