AIUT vs. AW16 - ETF Comparison
AIUT - AXA IM MSCI USA Equity PAB UCITS ETF USD Acc
The AXA IM MSCI USA Equity PAB UCITS ETF USD Acc is an equity exchange-traded fund that tracks the MSCI USA Climate Paris Aligned index, focusing on US stocks that benefit from the transition to a lower carbon economy. The fund aims to provide long-only exposure to the US market, with a climate-conscious approach.
AW16 - UBS ETF (IE) MSCI USA Climate Paris Aligned UCITS ETF (USD) A-acc
The UBS ETF (IE) MSCI USA Climate Paris Aligned UCITS ETF (USD) A-acc is an equity fund that tracks the MSCI USA Climate Paris Aligned index, focusing on US stocks that benefit from the transition to a lower carbon economy. The fund aims to provide long-term capital growth while aligning with EU climate protection directives.
| AIUT | AW16 | |
|---|---|---|
| Fund Name | AXA IM MSCI USA Equity PAB UCITS ETF USD Acc | UBS ETF (IE) MSCI USA Climate Paris Aligned UCITS ETF (USD) A-acc |
| Fund Provider | AXA IM | UBS |
| Index | MSCI USA Climate Paris Aligned | MSCI USA Climate Paris Aligned |
| Asset Class | Equity | Equity |
| Listing | EU-listed | EU-listed |
| Expense Ratio | 0.2% | 0.09% |
| Inception Date | 2023-11-21 | 2021-03-09 |
| Currency | USD | USD |
| Distribution Policy | Accumulating | Accumulating |
| Region | United States | United States |
| 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.