H4ZP vs. XCHA - ETF Comparison
H4ZP - HSBC MSCI China UCITS ETF USD
The HSBC MSCI China UCITS ETF USD is an exchange-traded fund that tracks the MSCI China index, providing investors with exposure to the largest and most liquid Chinese stocks. With a low expense ratio of 0.28%, it is a cost-effective way to invest in the Chinese equity market. The fund uses a full replication strategy to track the underlying index and distributes dividends semi-annually.
XCHA - Xtrackers CSI 300 Swap UCITS ETF 1C
The Xtrackers CSI 300 Swap UCITS ETF 1C is an equity ETF that tracks the CSI 300 index, which comprises 300 stocks with the largest market capitalization and liquidity from listed A-share companies in China. The fund uses a synthetic replication method with a swap and has an expense ratio of 0.50% p.a.. It is a large ETF with approximately 904 million euros in assets under management, launched in 2012 and domiciled in Luxembourg.
| H4ZP | XCHA | |
|---|---|---|
| Fund Name | HSBC MSCI China UCITS ETF USD | Xtrackers CSI 300 Swap UCITS ETF 1C |
| Fund Provider | HSBC | Deutsche Bank |
| Index | MSCI China | CSI 300 |
| Asset Class | Equity | Equity |
| Listing | EU-listed | EU-listed |
| Expense Ratio | 0.28% | 0.5% |
| Inception Date | 2011-01-26 | 2012-06-27 |
| Currency | USD | USD |
| Distribution Policy | Distributing | Accumulating |
| Region | China | China |
| 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.