H4ZJ vs. IQQW - ETF Comparison
H4ZJ - HSBC MSCI World UCITS ETF USD
The HSBC MSCI World UCITS ETF USD is a large-cap equity fund that tracks the MSCI World index, providing exposure to developed markets worldwide. The fund employs a sampling technique to replicate the performance of the underlying index, distributing dividends quarterly. With a low expense ratio of 0.15%, this fund offers a cost-effective way to invest in a diversified portfolio of global equities.
IQQW - iShares MSCI World UCITS ETF (Dist)
The iShares MSCI World UCITS ETF (Dist) is a large, diversified equity fund that tracks the MSCI World index, covering 23 developed countries worldwide. It employs a sampling technique to replicate the performance of the underlying index and distributes dividends quarterly. With a low expense ratio of 0.50% p.a., this fund is suitable for investors seeking long-term growth in a global equity portfolio.
| H4ZJ | IQQW | |
|---|---|---|
| Fund Name | HSBC MSCI World UCITS ETF USD | iShares MSCI World UCITS ETF (Dist) |
| Fund Provider | HSBC | BlackRock |
| Index | MSCI World | MSCI World |
| Asset Class | Equity | Equity |
| Listing | EU-listed | EU-listed |
| Expense Ratio | 0.15% | 0.5% |
| Inception Date | 2010-12-08 | 2005-10-28 |
| Number Of Holdings | 1380 | 1467 |
| Currency | USD | USD |
| Distribution Policy | Distributing | Distributing |
| Region | Global | Global |
| Investment Style | Blend | Blend |
| Market Cap | Large-Cap | Blend |
| 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.