H410 vs. H4ZL - ETF Comparison
H410 - HSBC MSCI Emerging Markets UCITS ETF USD
The HSBC MSCI Emerging Markets UCITS ETF USD is an exchange-traded fund that tracks the MSCI Emerging Markets index, providing investors with exposure to emerging markets worldwide. The fund uses a sampling technique to replicate the performance of the underlying index and distributes dividends quarterly. With a total expense ratio of 0.15% p.a., it is a cost-effective way to invest in emerging markets.
H4ZL - HSBC FTSE EPRA NAREIT Developed UCITS ETF USD
The HSBC FTSE EPRA NAREIT Developed UCITS ETF USD is a real estate-focused exchange-traded fund that tracks the FTSE EPRA/NAREIT Developed index, providing investors with exposure to the largest real estate companies in developed equity markets worldwide.
| H410 | H4ZL | |
|---|---|---|
| Fund Name | HSBC MSCI Emerging Markets UCITS ETF USD | HSBC FTSE EPRA NAREIT Developed UCITS ETF USD |
| Fund Provider | HSBC | HSBC |
| Index | MSCI Emerging Markets | FTSE EPRA/NAREIT Developed |
| Asset Class | Equity | Real Estate |
| Listing | EU-listed | EU-listed |
| Expense Ratio | 0.15% | 0.24% |
| Inception Date | 2011-09-05 | 2011-06-20 |
| Number Of Holdings | 1341 | 361 |
| Currency | USD | USD |
| Distribution Policy | Distributing | Distributing |
| Region | Emerging Markets | Developed Markets |
| 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.