ACU2 vs. XUFN - ETF Comparison
ACU2 - Amundi PEA MSCI USA ESG Leaders UCITS ETF EUR (C)
The Amundi PEA MSCI USA ESG Leaders UCITS ETF EUR (C) is an equity ETF that tracks the MSCI USA ESG Leaders Select 5% Issuer Capped index, focusing on large- and mid-cap US securities with high ESG ratings. The fund has a total expense ratio of 0.35% and distributes dividends by accumulating and reinvesting them.
XUFN - Xtrackers MSCI USA Financials UCITS ETF 1D
The Xtrackers MSCI USA Financials UCITS ETF 1D tracks the MSCI USA Financials index, providing exposure to large- and mid-cap financial companies in the United States. With a low expense ratio of 0.12%, this fund offers a cost-effective way to invest in the US financial sector.
| ACU2 | XUFN | |
|---|---|---|
| Fund Name | Amundi PEA MSCI USA ESG Leaders UCITS ETF EUR (C) | Xtrackers MSCI USA Financials UCITS ETF 1D |
| Fund Provider | Amundi | Deutsche Bank |
| Index | MSCI USA ESG Leaders Select 5% Issuer Capped | MSCI USA Financials |
| Asset Class | Equity | Equity |
| Listing | EU-listed | EU-listed |
| Expense Ratio | 0.35% | 0.12% |
| Inception Date | 2008-12-04 | 2017-09-12 |
| Currency | EUR | USD |
| Distribution Policy | Accumulating | Distributing |
| Region | United States | United States |
| Market Cap | Large-Cap, Mid-Cap | Large-Cap, Mid-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.