CEBP vs. XD5D - ETF Comparison
CEBP - iShares MSCI EMU USD Hedged UCITS ETF (Acc)
The iShares MSCI EMU USD Hedged UCITS ETF (Acc) is an equity fund that tracks the MSCI EMU (USD Hedged) index, providing exposure to large and mid-cap stocks from countries in the European Economic and Monetary Union, with a focus on hedging currency risk to the US Dollar. The fund has a total expense ratio of 0.38% and follows a long-only strategy, accumulating dividends and reinvesting them in the fund.
XD5D - Xtrackers MSCI EMU UCITS ETF 1C USD hedged
The Xtrackers MSCI EMU UCITS ETF 1C USD hedged is an exchange-traded fund that tracks the MSCI EMU (USD Hedged) index, which comprises large and mid-cap stocks from countries in the European Economic and Monetary Union. The fund is currency hedged to the US Dollar and has a total expense ratio of 0.17% per annum. The ETF uses a full replication strategy to track the underlying index and reinvests dividends.
| CEBP | XD5D | |
|---|---|---|
| Fund Name | iShares MSCI EMU USD Hedged UCITS ETF (Acc) | Xtrackers MSCI EMU UCITS ETF 1C USD hedged |
| Fund Provider | BlackRock | Deutsche Bank |
| Index | MSCI EMU (USD Hedged) | MSCI EMU (USD Hedged) |
| Asset Class | Equity | Equity |
| Listing | EU-listed | EU-listed |
| Expense Ratio | 0.38% | 0.17% |
| Inception Date | 2015-06-30 | 2015-03-31 |
| Number Of Holdings | 226 | 223 |
| Currency | USD | USD |
| Currency Hedged | ||
| Distribution Policy | Accumulating | Accumulating |
| Region | Europe | Europe |
| Market Cap | Blend | Blend |
| 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.