AIA vs. VIGI - 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.
VIGI - Vanguard International Dividend Appreciation ETF
The Vanguard International Dividend Appreciation ETF is an equity fund that tracks an index of non-U.S. stocks with a history of increasing dividends. It focuses on high-quality companies in developed and emerging markets, with an emphasis on sustainable dividend growth. The fund offers broad-based exposure to dividend-paying companies outside the U.S. at a competitive expense ratio.
| AIA | VIGI | |
|---|---|---|
| Fund Name | iShares Asia 50 ETF | Vanguard International Dividend Appreciation ETF |
| Fund Provider | BlackRock | Vanguard |
| Index | S&P Asia 50 | NASDAQ International DividendAchieversSelect Index |
| Asset Class | Equity | Equity |
| Listing | US-listed | US-listed |
| Expense Ratio | 0.50% | 0.15% |
| Inception Date | 2007-11-13 | 2016-02-25 |
| Number Of Holdings | 54 | 332 |
| Region | Asia-Pacific | Asia-Pacific |
| Investment Style | Blend | Blend |
| Market Cap | Large-Cap | Large-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.