ESEH vs. XDPE - ETF Comparison
ESEH - BNP Paribas Easy S&P 500 UCITS ETF EUR Hedged
The BNP Paribas Easy S&P 500 UCITS ETF EUR Hedged is an equity ETF that tracks the S&P 500 index, providing exposure to the largest US stocks with currency hedging to Euro (EUR). It has a low expense ratio of 0.15% and a long-only investment strategy, with dividends accumulated and reinvested in the ETF.
XDPE - Xtrackers S&P 500 UCITS ETF 1C EUR hedged
The Xtrackers S&P 500 UCITS ETF 1C EUR hedged is an equity fund that tracks the S&P 500 index, providing exposure to the largest US stocks with currency hedging to Euro (EUR). The fund has a low expense ratio of 0.2% and follows a long-only strategy, accumulating dividends and reinvesting them in the fund.
| ESEH | XDPE | |
|---|---|---|
| Fund Name | BNP Paribas Easy S&P 500 UCITS ETF EUR Hedged | Xtrackers S&P 500 UCITS ETF 1C EUR hedged |
| Fund Provider | BNP Paribas | Deutsche Bank |
| Index | S&P 500 (EUR Hedged) | S&P 500 (EUR Hedged) |
| Asset Class | Equity | Equity |
| Listing | EU-listed | EU-listed |
| Expense Ratio | 0.15% | 0.2% |
| Inception Date | 2015-10-28 | 2015-02-27 |
| Currency | EUR | EUR |
| Currency Hedged | ||
| Distribution Policy | Accumulating | Accumulating |
| Region | United States | United States |
| 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.