EUNU vs. VAGS - ETF Comparison
EUNU - iShares Core Global Aggregate Bond UCITS ETF USD (Dist)
The iShares Core Global Aggregate Bond UCITS ETF USD (Dist) is a bond ETF that tracks the Bloomberg Global Aggregate Bond index, providing exposure to investment-grade bonds issued in emerging and developed markets worldwide. The fund uses a sampling technique to replicate the performance of the underlying index, distributing interest income semi-annually. With a low expense ratio of 0.10% p.a., it is a cost-effective option for investors seeking broad bond market exposure.
VAGS - Vanguard Global Aggregate Bond UCITS ETF GBP Hedged Accumulating
The Vanguard Global Aggregate Bond UCITS ETF GBP Hedged Accumulating tracks the Bloomberg Global Aggregate Float Adjusted and Scaled (GBP Hedged) index, providing exposure to a diversified portfolio of government and corporate bonds from issuers worldwide, with all maturities included and investment-grade rating. The ETF is currency hedged to British Pound (GBP) and has a low expense ratio of 0.10% p.a.
| EUNU | VAGS | |
|---|---|---|
| Fund Name | iShares Core Global Aggregate Bond UCITS ETF USD (Dist) | Vanguard Global Aggregate Bond UCITS ETF GBP Hedged Accumulating |
| Fund Provider | BlackRock | Vanguard |
| Index | Bloomberg Global Aggregate Bond | Bloomberg Global Aggregate Float Adjusted and Scaled (GBP Hedged) |
| Asset Class | Bonds | Bonds |
| Listing | EU-listed | EU-listed |
| Expense Ratio | 0.1% | 0.1% |
| Inception Date | 2017-11-21 | 2019-06-18 |
| Number Of Holdings | 14698 | 9171 |
| Currency | USD | GBP |
| Distribution Policy | Distributing | Accumulating |
| Region | Global | Global |
| Bond Type | Broad Market | Broad Market |
| 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.