DBEF vs. SNPE - ETF Comparison
DBEF - Xtrackers MSCI EAFE Hedged Equity ETF
The Xtrackers MSCI EAFE Hedged Equity ETF provides exposure to developed equity markets outside of the US, with a unique feature of hedging out currency exposure. This fund tracks the MSCI EAFE US Dollar Hedged Index, offering a broad-based, market-cap weighted portfolio of international stocks. It is designed to isolate the performance of developed market stocks, neutralizing the impact of exchange rate fluctuations. This ETF can be a useful component in long-term portfolios, offering a currency-neutral tactical tilt towards the EAFE region.
SNPE - Xtrackers S&P 500 ESG ETF
The Xtrackers S&P 500 ESG ETF is an equity fund that tracks the S&P 500 ESG Index, providing exposure to large-cap US stocks that meet environmental, social, and governance (ESG) criteria. The fund excludes companies with poor ESG scores and those involved in tobacco or controversial weapons, and is market-cap weighted with adjustments to maintain similar sector exposure to the parent index.
| DBEF | SNPE | |
|---|---|---|
| Fund Name | Xtrackers MSCI EAFE Hedged Equity ETF | Xtrackers S&P 500 ESG ETF |
| Fund Provider | Deutsche Bank | Deutsche Bank |
| Index | MSCI EAFE US Dollar Hedged Index | S&P 500 ESG Index |
| Asset Class | Equity | Equity |
| Listing | US-listed | US-listed |
| Expense Ratio | 0.36% | 0.10% |
| Inception Date | 2011-06-09 | 2019-06-26 |
| Number Of Holdings | 746 | 323 |
| Region | Developed Markets | United States |
| Investment Style | Blend | Blend |
| Market Cap | Blend | Large-Cap |
| 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.