CBEU vs. RCRS - ETF Comparison
CBEU - First Trust Nasdaq Cybersecurity UCITS ETF EUR Hedged Acc
The First Trust Nasdaq Cybersecurity UCITS ETF EUR Hedged Acc is an equity ETF that tracks the Nasdaq CTA Cybersecurity (EUR Hedged) index, providing exposure to companies involved in cybersecurity technology and services. The fund is currency hedged to Euro (EUR) and has a total expense ratio of 0.60% p.a..
RCRS - Rize Cybersecurity and Data Privacy UCITS ETF
The Rize Cybersecurity and Data Privacy UCITS ETF is an equity fund that tracks the Foxberry Tematica Research Cybersecurity & Data Privacy index, investing in global publicly-traded companies that derive a significant proportion of their revenues from the cybersecurity and data privacy sector.
| CBEU | RCRS | |
|---|---|---|
| Fund Name | First Trust Nasdaq Cybersecurity UCITS ETF EUR Hedged Acc | Rize Cybersecurity and Data Privacy UCITS ETF |
| Fund Provider | First Trust | ARK Invest |
| Index | Nasdaq CTA Cybersecurity (EUR Hedged) | Foxberry Tematica Research Cybersecurity & Data Privacy |
| Asset Class | Equity | Equity |
| Listing | EU-listed | EU-listed |
| Expense Ratio | 0.6% | 0.45% |
| Inception Date | 2023-07-18 | 2020-02-12 |
| Number Of Holdings | 28 | 28 |
| Currency | EUR | USD |
| Distribution Policy | Accumulating | Accumulating |
| Region | Global | Global |
| Sector | Technology | Technology |
| Sector Detail | Cybersecurity | Cybersecurity |
| 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.