EIS vs. ITEQ - ETF Comparison
EIS - iShares MSCI Israel ETF
The iShares MSCI Israel ETF provides diversified exposure to the Israeli equity market, with a focus on mega-cap firms. This fund can be used as a complement to developed market funds or for investors who are bullish on the Israeli economy.
ITEQ - Amplify BlueStar Israel Technology ETF
The Amplify BlueStar Israel Technology ETF is an exchange-traded fund that tracks the BlueStar Israel Global Technology Index, providing investors with exposure to a diversified portfolio of Israeli technology companies.
| EIS | ITEQ | |
|---|---|---|
| Fund Name | iShares MSCI Israel ETF | Amplify BlueStar Israel Technology ETF |
| Fund Provider | BlackRock | Amplify Investments |
| Index | MSCI Israel Capped Investable Market Index | BlueStar Israel Global Technology Index |
| Asset Class | Equity | Equity |
| Listing | US-listed | US-listed |
| Expense Ratio | 0.59% | 0.75% |
| Inception Date | 2008-03-26 | 2015-11-02 |
| Number Of Holdings | 106 | 55 |
| Region | Israel | Israel |
| Investment Style | Blend | Blend |
| Market Cap | Blend | 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.