EWL vs. FEZ - ETF Comparison
EWL - iShares MSCI Switzerland ETF
The iShares MSCI Switzerland ETF provides investors with exposure to the Swiss equity market, tracking the MSCI Switzerland 25-50 Index. This fund offers a broad-based, market-cap weighted portfolio of large-cap Swiss companies, making it a suitable option for investors seeking targeted exposure to the Swiss market.
FEZ - SPDR EURO STOXX 50 ETF
The SPDR EURO STOXX 50 ETF provides exposure to the 50 largest companies in the Eurozone, offering a targeted investment opportunity for those seeking to tap into the European economy. With a focus on large-cap stocks, this fund is suitable for investors looking to implement short-term tactical tilts or as a component of long/short trades.
| EWL | FEZ | |
|---|---|---|
| Fund Name | iShares MSCI Switzerland ETF | SPDR EURO STOXX 50 ETF |
| Fund Provider | BlackRock | State Street |
| Index | MSCI Switzerland 25-50 | Euro STOXX 50 |
| Asset Class | Equity | Equity |
| Listing | US-listed | US-listed |
| Expense Ratio | 0.50% | 0.29% |
| Inception Date | 1996-03-12 | 2002-10-15 |
| Number Of Holdings | 46 | 53 |
| Region | Europe | Europe |
| Investment Style | Blend | Blend |
| Market Cap | Large-Cap | Large-Cap |
| 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.