EL4B vs. H4ZA - ETF Comparison
EL4B - Deka EURO STOXX 50 UCITS ETF
The Deka EURO STOXX 50 UCITS ETF is an equity fund that tracks the EURO STOXX 50 index, which comprises the 50 largest companies in the eurozone. The fund employs a long-only strategy and distributes dividends quarterly. With a total expense ratio of 0.15% p.a., it offers a cost-effective way to invest in the European equity market.
H4ZA - HSBC EURO STOXX 50 UCITS ETF EUR
The HSBC EURO STOXX 50 UCITS ETF EUR is an equity exchange-traded fund that tracks the EURO STOXX 50 index, which comprises the 50 largest companies in the eurozone. The fund offers a cost-effective way to invest in the European market, with a low expense ratio of 0.05%. It uses a full replication strategy to track the underlying index and distributes dividends to investors semi-annually.
| EL4B | H4ZA | |
|---|---|---|
| Fund Name | Deka EURO STOXX 50 UCITS ETF | HSBC EURO STOXX 50 UCITS ETF EUR |
| Fund Provider | Deka ETFs | HSBC |
| Index | EURO STOXX 50 | EURO STOXX 50 |
| Asset Class | Equity | Equity |
| Listing | EU-listed | EU-listed |
| Expense Ratio | 0.15% | 0.05% |
| Inception Date | 2008-03-14 | 2009-10-05 |
| Number Of Holdings | 50 | 50 |
| Currency | EUR | EUR |
| Distribution Policy | Distributing | Distributing |
| Region | Europe | Europe |
| Market Cap | Large-Cap | Large-Cap |
| 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.