ESIF vs. XDWF - ETF Comparison
ESIF - iShares MSCI Europe Financials Sector UCITS ETF EUR (Acc)
The iShares MSCI Europe Financials Sector UCITS ETF EUR (Acc) is an exchange-traded fund that tracks the MSCI Europe Financials 20/35 Capped index, providing investors with exposure to large and mid-cap European companies from the financial sector. The fund is domiciled in Ireland, has a total expense ratio of 0.18% and is accumulating dividends.
XDWF - Xtrackers MSCI World Financials UCITS ETF 1C
The Xtrackers MSCI World Financials UCITS ETF 1C is an exchange-traded fund that tracks the MSCI World Financials index, providing exposure to the financial sector of developed markets worldwide. With a low expense ratio of 0.25%, it offers a cost-effective way to invest in a diversified portfolio of financial companies.
| ESIF | XDWF | |
|---|---|---|
| Fund Name | iShares MSCI Europe Financials Sector UCITS ETF EUR (Acc) | Xtrackers MSCI World Financials UCITS ETF 1C |
| Fund Provider | BlackRock | Deutsche Bank |
| Index | MSCI Europe Financials 20/35 Capped | MSCI World Financials |
| Asset Class | Equity | Equity |
| Listing | EU-listed | EU-listed |
| Expense Ratio | 0.18% | 0.25% |
| Inception Date | 2020-11-18 | 2016-03-04 |
| Number Of Holdings | 83 | 235 |
| Currency | EUR | USD |
| Distribution Policy | Accumulating | Accumulating |
| Region | Europe | Global |
| Investment Style | Blend | Blend |
| Market Cap | Blend | Blend |
| Sector | Financials | Financials |
| Sector Detail | Banks & Insurance | Banks & Insurance |
| 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.