DX2S vs. XCS2 - 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.
XCS2 - Xtrackers Australia Government Bond UCITS ETF 1C
The Xtrackers Australia Government Bond UCITS ETF 1C is an exchange-traded fund that tracks the FTSE Australian Government Bond index, providing exposure to Australian government bonds with a focus on long-term returns. The fund has a low expense ratio of 0.25% and follows a sampling technique to replicate the performance of the underlying index.
| DX2S | XCS2 | |
|---|---|---|
| Fund Name | Xtrackers S&P/ASX 200 UCITS ETF 1D | Xtrackers Australia Government Bond UCITS ETF 1C |
| Fund Provider | Deutsche Bank | Deutsche Bank |
| Index | S&P/ASX 200 | FTSE Australian Government Bond |
| Asset Class | Equity | Bonds |
| Listing | EU-listed | EU-listed |
| Expense Ratio | 0.5% | 0.25% |
| Inception Date | 2008-01-17 | 2010-05-19 |
| Number Of Holdings | 200 | 26 |
| Currency | AUD | AUD |
| Distribution Policy | Distributing | Accumulating |
| Region | Australia | Australia |
| 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.