PortfolioMetrics

AIA vs. INDY - ETF Comparison

AIA - iShares Asia 50 ETF

The iShares Asia 50 ETF provides diversified exposure to large-cap companies in the Asia-Pacific region, excluding Japan. It tracks the S&P Asia 50 index, investing in a broad range of sectors and industries in Hong Kong, South Korea, Singapore, and Taiwan. This fund is suitable for investors seeking to gain exposure to the growth potential of these 'Asian Tiger' economies.

INDY - iShares India 50 ETF

The iShares India 50 ETF provides investors with exposure to the Indian equity market, tracking 50 of the largest companies in the nation. It offers a way to access the Indian market, which can be volatile, but provides higher levels of liquidity than many of its peers.

AIAINDY
Fund NameiShares Asia 50 ETFiShares India 50 ETF
Fund ProviderBlackRockBlackRock
IndexS&P Asia 50Nifty 50
Asset ClassEquityEquity
ListingUS-listedUS-listed
Expense Ratio0.50%0.89%
Inception Date2007-11-132009-11-18
Number Of Holdings5451
RegionAsia-PacificIndia
Investment StyleBlendBlend
Market CapLarge-CapLarge-Cap
LeveragedNon-leveragedNon-leveraged
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Key Metrics

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Performance Metrics

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Risk Metrics

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Detailed Returns

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Benchmark Comparison

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Key Metrics

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Performance Metrics

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Risk Metrics

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Detailed Returns

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Benchmark Comparison

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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

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End of Year Returns Table

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End of Year Returns

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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

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Drawdowns Table

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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.

Monte Carlo Metrics

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Simulated Portfolio Prices

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