EUN5 vs. IUSQ - ETF Comparison
EUN5 - iShares Core EUR Corporate Bond UCITS ETF (Dist)
The iShares Core EUR Corporate Bond UCITS ETF (Dist) is a bond ETF that tracks the Bloomberg Euro Corporate Bond index, providing exposure to euro-denominated corporate bonds from industrial, utility, and financial issuers. It offers a diversified portfolio with a focus on investment-grade bonds, distributing interest income semi-annually.
IUSQ - iShares MSCI ACWI UCITS ETF USD (Acc)
The iShares MSCI ACWI UCITS ETF USD (Acc) is a large-cap equity fund that tracks the MSCI All Country World Index (ACWI), providing exposure to large- and mid-cap stocks from 23 developed and 24 emerging markets worldwide. The fund uses a sampling technique to replicate the performance of the underlying index and accumulates dividends to reinvest in the ETF.
| EUN5 | IUSQ | |
|---|---|---|
| Fund Name | iShares Core EUR Corporate Bond UCITS ETF (Dist) | iShares MSCI ACWI UCITS ETF USD (Acc) |
| Fund Provider | BlackRock | BlackRock |
| Index | Bloomberg Euro Corporate Bond | MSCI ACWI |
| Asset Class | Bonds | Equity |
| Listing | EU-listed | EU-listed |
| Expense Ratio | 0.2% | 0.2% |
| Inception Date | 2009-03-06 | 2011-10-21 |
| Number Of Holdings | 3691 | 2451 |
| Currency | EUR | USD |
| Distribution Policy | Distributing | Accumulating |
| Region | Europe | Global |
| 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.