ETLS vs. PR1J - ETF Comparison
ETLS - L&G US Equity UCITS ETF
The L&G US Equity UCITS ETF is an equity fund that tracks the Solactive Core United States Large & Mid Cap index, providing exposure to large and mid-cap publicly traded US companies that meet certain social and environmental criteria. The fund has a low expense ratio of 0.05% and is domiciled in Ireland.
PR1J - Amundi Prime Japan UCITS ETF DR (D)
The Amundi Prime Japan UCITS ETF DR (D) is an equity ETF that tracks the Solactive GBS Japan Large & Mid Cap index, providing exposure to large and mid-cap securities from Japan. With a low expense ratio of 0.05%, it is a cost-effective way to invest in the Japanese market.
| ETLS | PR1J | |
|---|---|---|
| Fund Name | L&G US Equity UCITS ETF | Amundi Prime Japan UCITS ETF DR (D) |
| Fund Provider | Legal & General | Amundi |
| Index | Solactive Core United States Large & Mid Cap | Solactive GBS Japan Large & Mid Cap |
| Asset Class | Equity | Equity |
| Listing | EU-listed | EU-listed |
| Expense Ratio | 0.05% | 0.05% |
| Inception Date | 2018-10-08 | 2019-01-30 |
| Number Of Holdings | 462 | 308 |
| Currency | USD | JPY |
| Distribution Policy | Accumulating | Distributing |
| Region | United States | Japan |
| Market Cap | Large-Cap, Mid-Cap | Large-Cap, Mid-Cap |
| Leveraged | Non-leveraged | Non-leveraged |
Select Timeframe
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.