AYEW vs. NQSE - ETF Comparison
AYEW - iShares MSCI World Information Technology Sector ESG UCITS ETF USD (Dist)
The iShares MSCI World Information Technology Sector ESG UCITS ETF USD (Dist) is an equity ETF that tracks the MSCI World Information Technology ESG Reduced Carbon Select 20 35 Capped index, providing exposure to large and mid-cap companies from the information technology sector that meet ESG criteria.
NQSE - iShares Nasdaq 100 UCITS ETF EUR Hedged Acc
The iShares Nasdaq 100 UCITS ETF EUR Hedged Acc is an equity fund that tracks the Nasdaq 100 index, providing exposure to 100 non-financial stocks listed on the NASDAQ stock exchange. The fund is currency hedged to Euro (EUR) and has a total expense ratio of 0.36% p.a.. It follows a long-only strategy and replicates the performance of the underlying index by full replication. The fund is domiciled in Ireland and has approximately 684 million Euros in assets under management.
| AYEW | NQSE | |
|---|---|---|
| Fund Name | iShares MSCI World Information Technology Sector ESG UCITS ETF USD (Dist) | iShares Nasdaq 100 UCITS ETF EUR Hedged Acc |
| Fund Provider | BlackRock | BlackRock |
| Index | MSCI World Information Technology ESG Reduced Carbon Select 20 35 Capped | Nasdaq 100® (EUR Hedged) |
| Asset Class | Equity | Equity |
| Listing | EU-listed | EU-listed |
| Expense Ratio | 0.18% | 0.36% |
| Inception Date | 2019-10-16 | 2018-09-10 |
| Number Of Holdings | 159 | 101 |
| Currency | USD | EUR |
| Distribution Policy | Distributing | Accumulating |
| Region | Global | United States |
| Investment Style | Blend | Blend |
| Market Cap | Blend | Large-Cap |
| Sector | Technology | Technology |
| Sector Detail | Software & Hardware | Software & Hardware |
| 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.