FTGE vs. FTGI - ETF Comparison
FTGE - First Trust Eurozone AlphaDEX UCITS ETF Acc
The First Trust Eurozone AlphaDEX UCITS ETF Acc is an equity ETF that tracks the Nasdaq AlphaDEX Eurozone index, focusing on companies from the eurozone region. It employs a multi-factor strategy, considering growth and value factors, and replicates the performance of the underlying index through full replication. The ETF distributes dividends on an accumulating basis and has a total expense ratio of 0.65%.
FTGI - First Trust US Equity Income UCITS ETF Acc
The First Trust US Equity Income UCITS ETF Acc is an exchange-traded fund that tracks the Nasdaq US High Equity Income index, focusing on US stocks with high dividend yields and quality screens. The fund aims to provide investors with a diversified portfolio of high-income generating equities, with a total expense ratio of 0.55% per annum.
| FTGE | FTGI | |
|---|---|---|
| Fund Name | First Trust Eurozone AlphaDEX UCITS ETF Acc | First Trust US Equity Income UCITS ETF Acc |
| Fund Provider | First Trust | First Trust |
| Index | Nasdaq AlphaDEX® Eurozone | Nasdaq US High Equity Income |
| Asset Class | Equity | Equity |
| Listing | EU-listed | EU-listed |
| Expense Ratio | 0.65% | 0.55% |
| Inception Date | 2014-10-21 | 2017-05-09 |
| Number Of Holdings | 150 | 149 |
| Currency | EUR | USD |
| Distribution Policy | Accumulating | Accumulating |
| Region | Europe | United States |
| Investment Style | Blend | Dividend |
| 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.