AYEM vs. QDVS - ETF Comparison
AYEM - iShares MSCI EM IMI ESG Screened UCITS ETF USD (Acc)
The iShares MSCI EM IMI ESG Screened UCITS ETF USD (Acc) is an equity ETF that tracks the MSCI Emerging Markets IMI ESG Screened index, providing exposure to large-, mid- and small-cap companies from emerging markets while excluding companies involved in controversial industries. The fund has a low expense ratio of 0.18% and uses a sampling technique to replicate the performance of the underlying index.
QDVS - iShares MSCI EM SRI UCITS ETF
The iShares MSCI EM SRI UCITS ETF is an equity fund that tracks the MSCI Emerging Markets SRI Select Reduced Fossil Fuels index, focusing on companies with high Environmental, Social and Governance (ESG) ratings from emerging markets, while avoiding those with fossil fuel exposure. The fund has a low expense ratio of 0.25% and is domiciled in Ireland.
| AYEM | QDVS | |
|---|---|---|
| Fund Name | iShares MSCI EM IMI ESG Screened UCITS ETF USD (Acc) | iShares MSCI EM SRI UCITS ETF |
| Fund Provider | BlackRock | BlackRock |
| Index | MSCI Emerging Markets IMI ESG Screened | MSCI Emerging Markets SRI Select Reduced Fossil Fuels |
| Asset Class | Equity | Equity |
| Listing | EU-listed | EU-listed |
| Expense Ratio | 0.18% | 0.25% |
| Inception Date | 2018-10-19 | 2016-07-11 |
| Number Of Holdings | 2412 | 215 |
| Currency | USD | USD |
| Distribution Policy | Accumulating | Accumulating |
| Region | Emerging Markets | Emerging Markets |
| 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.