EXSD vs. IS3T - ETF Comparison
EXSD - iShares STOXX Europe Mid 200 UCITS ETF (DE)
The iShares STOXX Europe Mid 200 UCITS ETF (DE) is an equity fund that tracks the STOXX Europe Mid 200 index, providing exposure to 200 European mid-cap stocks. The fund is domiciled in Germany and has a total expense ratio of 0.21% p.a.. It follows a long-only strategy and distributes dividends to investors at least annually.
IS3T - iShares Edge MSCI World Size Factor UCITS ETF
The iShares Edge MSCI World Size Factor UCITS ETF is an equity fund that tracks the MSCI World Mid Cap Equal Weighted index, providing exposure to mid-cap stocks from 23 developed countries worldwide. The fund uses a sampling technique to replicate the performance of the underlying index and has a total expense ratio of 0.30% p.a..
| EXSD | IS3T | |
|---|---|---|
| Fund Name | iShares STOXX Europe Mid 200 UCITS ETF (DE) | iShares Edge MSCI World Size Factor UCITS ETF |
| Fund Provider | BlackRock | BlackRock |
| Index | STOXX® Europe Mid 200 | MSCI World Mid Cap Equal Weighted |
| Asset Class | Equity | Equity |
| Listing | EU-listed | EU-listed |
| Expense Ratio | 0.21% | 0.3% |
| Inception Date | 2005-04-04 | 2014-10-03 |
| Number Of Holdings | 201 | 838 |
| Currency | EUR | USD |
| Distribution Policy | Distributing | Accumulating |
| Region | Europe | Global |
| Market Cap | Mid-Cap | Mid-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.