EXV4 vs. LHTC - ETF Comparison
EXV4 - iShares STOXX Europe 600 Health Care UCITS ETF (DE)
The iShares STOXX Europe 600 Health Care UCITS ETF (DE) is an equity fund that tracks the STOXX Europe 600 Health Care index, providing exposure to the European health care sector. With a total expense ratio of 0.46%, the fund replicates the performance of the underlying index through full replication and distributes dividends to investors at least annually.
LHTC - Amundi STOXX Europe 600 Healthcare UCITS ETF Acc
The Amundi STOXX Europe 600 Healthcare UCITS ETF Acc is an equity fund that tracks the STOXX Europe 600 Health Care index, providing exposure to the European healthcare sector. With a low expense ratio of 0.3%, it is a cost-effective option for investors seeking to invest in this sector. The fund is accumulating, meaning dividends are reinvested, and has a long-only strategy. It is a large fund with approximately €889 million in assets under management and has been in operation since 2006.
| EXV4 | LHTC | |
|---|---|---|
| Fund Name | iShares STOXX Europe 600 Health Care UCITS ETF (DE) | Amundi STOXX Europe 600 Healthcare UCITS ETF Acc |
| Fund Provider | BlackRock | Amundi |
| Index | STOXX® Europe 600 Health Care | STOXX® Europe 600 Health Care |
| Asset Class | Equity | Equity |
| Listing | EU-listed | EU-listed |
| Expense Ratio | 0.46% | 0.3% |
| Inception Date | 2001-04-25 | 2006-08-18 |
| Currency | EUR | EUR |
| Distribution Policy | Distributing | Accumulating |
| Region | Europe | Europe |
| Sector | Healthcare | Healthcare |
| Sector Detail | Health Care | Health Care |
| 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.