EWU vs. FXB - ETF Comparison
EWU - iShares MSCI United Kingdom ETF
The iShares MSCI United Kingdom ETF provides investors with exposure to the overall UK market, tracking the MSCI United Kingdom Index. It offers a broad-based, market-cap weighted portfolio of large-cap UK equities, making it an ideal choice for those seeking targeted exposure to the British market.
FXB - Invesco CurrencyShares British Pound Sterling Trust
The Invesco CurrencyShares British Pound Sterling Trust ETF provides investors with exposure to the British pound relative to the U.S. dollar, allowing them to hedge exchange rate exposure or bet against the greenback.
| EWU | FXB | |
|---|---|---|
| Fund Name | iShares MSCI United Kingdom ETF | Invesco CurrencyShares British Pound Sterling Trust |
| Fund Provider | BlackRock | Invesco |
| Index | MSCI United Kingdom Index | USD/GBP Exchange Rate |
| Asset Class | Equity | Cash & Currencies |
| Listing | US-listed | US-listed |
| Expense Ratio | 0.50% | 0.40% |
| Inception Date | 1996-03-12 | 2006-06-21 |
| Number Of Holdings | 81 | 1 |
| Region | United Kingdom | United Kingdom |
| 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.