PortfolioMetrics

EWY vs. AAXJ - ETF Comparison

EWY - iShares MSCI South Korea ETF

The iShares MSCI South Korea ETF provides exposure to the South Korean economy, offering a targeted investment opportunity for investors seeking to fine-tune their international equity exposure or make a tactical allocation to this market. The fund tracks the MSCI Korea 25-50 Index, comprising large-cap stocks, with a focus on technology and other sectors. It is suitable for investors who believe in South Korea's long-term economic growth potential.

AAXJ - iShares MSCI All Country Asia ex-Japan ETF

The iShares MSCI All Country Asia ex-Japan ETF provides diversified exposure to several Asian economies, excluding Japan, with a focus on large-cap companies. It offers a broad-based, market-capitalization-weighted portfolio of equities across various development levels, including emerging, quasi-developed, and developed markets. This ETF can be a useful tool for investors seeking to build an Asia-centric portfolio or implement a short-term or long-term strategy in a region expected to outperform global equity markets.

EWYAAXJ
Fund NameiShares MSCI South Korea ETFiShares MSCI All Country Asia ex-Japan ETF
Fund ProviderBlackRockBlackRock
IndexMSCI Korea 25-50MSCI All Country Asia ex Japan Index
Asset ClassEquityEquity
ListingUS-listedUS-listed
Expense Ratio0.59%0.70%
Inception Date2000-05-092008-08-13
Number Of Holdings100991
RegionAsia-PacificAsia-Pacific
Investment StyleValueBlend
Market CapLarge-CapLarge-Cap
LeveragedNon-leveragedNon-leveraged
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Key Metrics

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Performance Metrics

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Risk Metrics

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Detailed Returns

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Benchmark Comparison

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Key Metrics

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Performance Metrics

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Risk Metrics

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Detailed Returns

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Benchmark Comparison

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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

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End of Year Returns Table

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End of Year Returns

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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

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Drawdowns Table

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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.

Monte Carlo Metrics

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Simulated Portfolio Prices

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