ESIH vs. LYPE - ETF Comparison
ESIH - iShares MSCI Europe Health Care Sector UCITS ETF EUR (Acc)
The iShares MSCI Europe Health Care Sector UCITS ETF EUR (Acc) is an exchange-traded fund that tracks the MSCI Europe Health Care 20/35 Capped index, providing investors with exposure to large and mid-cap European companies from the health care sector. The fund is domiciled in Ireland, has a total expense ratio of 0.18%, and distributes dividends by accumulating and reinvesting them.
LYPE - Amundi MSCI World Health Care UCITS ETF EUR Acc
The Amundi MSCI World Health Care UCITS ETF EUR Acc is an exchange-traded fund that tracks the MSCI World Health Care index, providing exposure to the health care sector of developed markets worldwide. The fund uses a synthetic replication method with a swap and accumulates dividends, reinvesting them in the ETF.
| ESIH | LYPE | |
|---|---|---|
| Fund Name | iShares MSCI Europe Health Care Sector UCITS ETF EUR (Acc) | Amundi MSCI World Health Care UCITS ETF EUR Acc |
| Fund Provider | BlackRock | Amundi |
| Index | MSCI Europe Health Care 20/35 Capped | MSCI World Health Care |
| Asset Class | Equity | Equity |
| Listing | EU-listed | EU-listed |
| Expense Ratio | 0.18% | 0.3% |
| Inception Date | 2020-11-17 | 2010-08-19 |
| Currency | EUR | EUR |
| Distribution Policy | Accumulating | Accumulating |
| Region | Europe | Global |
| Market Cap | Blend | Blend |
| Sector | Healthcare | Healthcare |
| 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.