DX2S vs. AUSAUW - ETF Comparison
DX2S - Xtrackers S&P/ASX 200 UCITS ETF 1D
The Xtrackers S&P/ASX 200 UCITS ETF 1D is an equity ETF that tracks the S&P/ASX 200 index, which comprises the 200 largest and most actively traded Australian companies. The fund adopts a long-only strategy and distributes dividends annually. With a total expense ratio of 0.50% p.a., it offers a cost-effective way to invest in the Australian equity market.
AUSAUW - UBS ETF (IE) MSCI Australia UCITS ETF (AUD) A-acc
The UBS ETF (IE) MSCI Australia UCITS ETF (AUD) A-acc is an equity fund that tracks the MSCI Australia index, providing exposure to large and mid-cap companies in Australia. The fund has a total expense ratio of 0.40% p.a. and uses a full replication strategy to track the underlying index. The fund distributes dividends by accumulating and reinvesting them, and has approximately AUD 179 million in assets under management.
| DX2S | AUSAUW | |
|---|---|---|
| Fund Name | Xtrackers S&P/ASX 200 UCITS ETF 1D | UBS ETF (IE) MSCI Australia UCITS ETF (AUD) A-acc |
| Fund Provider | Deutsche Bank | UBS |
| Index | S&P/ASX 200 | MSCI Australia |
| Asset Class | Equity | Equity |
| Listing | EU-listed | EU-listed |
| Expense Ratio | 0.5% | 0.4% |
| Inception Date | 2008-01-17 | 2013-09-30 |
| Number Of Holdings | 200 | 59 |
| Currency | AUD | AUD |
| Distribution Policy | Distributing | Accumulating |
| Region | Australia | Australia |
| Market Cap | Large-Cap | 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.