DJAM vs. XDWI - ETF Comparison
DJAM - Lyxor Dow Jones Industrial Average UCITS ETF Dist
The Lyxor Dow Jones Industrial Average UCITS ETF Dist is an equity ETF that tracks the performance of the Dow Jones Industrial Average index, which comprises the 30 largest industrial companies in the US. The fund is domiciled in France and has a total expense ratio of 0.50% p.a.. It distributes dividends annually and has approximately €331 million in assets under management.
XDWI - Xtrackers MSCI World Industrials UCITS ETF 1C
The Xtrackers MSCI World Industrials UCITS ETF 1C is an equity fund that tracks the MSCI World Industrials index, providing exposure to the Industrials sector of developed markets worldwide. The fund uses a long-only strategy and full replication to track the underlying index, with a total expense ratio of 0.25% per annum. The fund distributes dividends by accumulating and reinvesting them, and has a fund size of approximately 414 million USD.
| DJAM | XDWI | |
|---|---|---|
| Fund Name | Lyxor Dow Jones Industrial Average UCITS ETF Dist | Xtrackers MSCI World Industrials UCITS ETF 1C |
| Fund Provider | Amundi | Deutsche Bank |
| Index | Dow Jones Industrial Average | MSCI World Industrials |
| Asset Class | Equity | Equity |
| Listing | EU-listed | EU-listed |
| Expense Ratio | 0.5% | 0.25% |
| Inception Date | 2001-04-04 | 2016-03-14 |
| Currency | EUR | USD |
| Distribution Policy | Distributing | Accumulating |
| Region | United States | Global |
| Sector | Industrials | Industrials |
| 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.