EUNW vs. A4H8 - ETF Comparison
EUNW - iShares EUR High Yield Corporate Bond UCITS ETF EUR (Dist)
The iShares EUR High Yield Corporate Bond UCITS ETF EUR (Dist) is an exchange-traded fund that tracks the iBoxx EUR Liquid High Yield index, providing investors with exposure to a diversified portfolio of high-yield corporate bonds denominated in Euros. The fund's investment strategy focuses on long-only positions, aiming to replicate the performance of the underlying index through a sampling technique. With a total expense ratio of 0.50% per annum, the ETF offers a cost-effective way to access the European high-yield corporate bond market.
A4H8 - Amundi Index Euro Corporate SRI UCITS ETF DR (C)
The Amundi Index Euro Corporate SRI UCITS ETF DR (C) is an exchange-traded fund that tracks the Bloomberg MSCI Euro Corporate ESG Sustainability SRI index, providing exposure to Euro-denominated corporate bonds with an investment grade rating and ESG considerations. The fund adopts a long-only strategy and uses a sampling technique to replicate the performance of the underlying index.
| EUNW | A4H8 | |
|---|---|---|
| Fund Name | iShares EUR High Yield Corporate Bond UCITS ETF EUR (Dist) | Amundi Index Euro Corporate SRI UCITS ETF DR (C) |
| Fund Provider | BlackRock | Amundi |
| Index | iBoxx® EUR Liquid High Yield | Bloomberg MSCI Euro Corporate ESG Sustainability SRI |
| Asset Class | Bonds | Bonds |
| Listing | EU-listed | EU-listed |
| Expense Ratio | 0.5% | 0.14% |
| Inception Date | 2010-09-03 | 2016-11-11 |
| Number Of Holdings | 627 | 2739 |
| Currency | EUR | EUR |
| Distribution Policy | Distributing | Accumulating |
| Region | Europe | Europe |
| Sector | Financials | Financials |
| Sector Detail | Corporate Bonds | Corporate Bonds |
| Bond Type | Corporate Bonds | Corporate Bonds |
| 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.