DBPD vs. EL4X - ETF Comparison
DBPD - Xtrackers ShortDAX x2 Daily Swap UCITS ETF 1C
The Xtrackers ShortDAX x2 Daily Swap UCITS ETF 1C is an exchange-traded fund that seeks to provide investors with a short exposure to the German equity market, with a daily leverage of 2x. The fund tracks the ShortDAX Leverage (2x) index, which is designed to provide a two times leveraged inverse performance of the DAX index, comprising the 40 largest and most traded German stocks listed on the Frankfurt Stock Exchange.
EL4X - Deka DAXplus Maximum Dividend UCITS ETF
The Deka DAXplus Maximum Dividend UCITS ETF tracks the DAXplus Maximum Dividend index, which comprises 25 German equities with the highest dividend yield. The fund aims to provide investors with a diversified portfolio of German dividend-paying stocks, with a focus on income generation. The ETF has a total expense ratio of 0.30% and distributes dividends quarterly.
| DBPD | EL4X | |
|---|---|---|
| Fund Name | Xtrackers ShortDAX x2 Daily Swap UCITS ETF 1C | Deka DAXplus Maximum Dividend UCITS ETF |
| Fund Provider | Deutsche Bank | Deka ETFs |
| Index | ShortDAX® Leverage (2x) | DAXplus® Maximum Dividend |
| Asset Class | Equity | Equity |
| Listing | EU-listed | EU-listed |
| Expense Ratio | 0.6% | 0.3% |
| Inception Date | 2010-03-18 | 2009-04-03 |
| Currency | EUR | EUR |
| Distribution Policy | Accumulating | Distributing |
| Region | Germany | Germany |
| Leveraged | 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.