PortfolioMetrics

CBUT vs. WBKN - ETF Comparison

CBUT - iShares Blockchain Technology UCITS ETF USD (Acc)

The iShares Blockchain Technology UCITS ETF USD (Acc) is an equity fund that tracks the NYSE FactSet Global Blockchain Technologies Capped index, investing in companies worldwide that provide blockchain technologies. The fund aims to provide long-term capital growth, with a focus on technology and a global investment scope.

WBKN - WisdomTree Blockchain UCITS ETF USD Acc

The WisdomTree Blockchain UCITS ETF USD Acc is an equity fund that tracks the WisdomTree Blockchain UCITS index, investing in global companies involved in the blockchain ecosystem, with a focus on environmental, social, and corporate governance (ESG) criteria. The fund is domiciled in Ireland, has a total expense ratio of 0.45%, and distributes dividends by accumulating and reinvesting them.

CBUTWBKN
Fund NameiShares Blockchain Technology UCITS ETF USD (Acc)WisdomTree Blockchain UCITS ETF USD Acc
Fund ProviderBlackRockWisdomTree
IndexNYSE FactSet Global Blockchain Technologies CappedWisdomTree Blockchain UCITS
Asset ClassEquityEquity
ListingEU-listedEU-listed
Expense Ratio0.5%0.45%
Inception Date2022-09-272022-09-07
Number Of Holdings3631
CurrencyUSDUSD
Distribution PolicyAccumulatingAccumulating
RegionGlobalGlobal
SectorTechnologyTechnology
Sector DetailBlockchainBlockchain
LeveragedNon-leveragedNon-leveraged
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Key Metrics

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Performance Metrics

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Risk Metrics

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Detailed Returns

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Benchmark Comparison

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Key Metrics

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Performance Metrics

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Risk Metrics

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Detailed Returns

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Benchmark Comparison

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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

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End of Year Returns Table

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End of Year Returns

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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

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Drawdowns Table

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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.

Monte Carlo Metrics

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Simulated Portfolio Prices

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