HEDJ vs. EZU - ETF Comparison
HEDJ - WisdomTree Europe Hedged Equity Fund
The WisdomTree Europe Hedged Equity Fund is an exchange-traded fund that tracks the performance of the WisdomTree Europe Hedged Equity Index, providing broad-based exposure to European equities while hedging against currency fluctuations. The fund's dividend-weighted approach aims to provide a unique risk-return profile.
EZU - iShares MSCI Eurozone ETF
The iShares MSCI Eurozone ETF provides exposure to the equity markets of the European Monetary Union (EMU) member countries, offering a diversified portfolio of large-cap companies across various sectors, with a bias towards France, Germany, and Spain.
| HEDJ | EZU | |
|---|---|---|
| Fund Name | WisdomTree Europe Hedged Equity Fund | iShares MSCI Eurozone ETF |
| Fund Provider | WisdomTree | BlackRock |
| Index | WisdomTree Europe Hedged Equity Index | MSCI EMU |
| Asset Class | Equity | Equity |
| Listing | US-listed | US-listed |
| Expense Ratio | 0.58% | 0.51% |
| Inception Date | 2009-12-31 | 2000-07-25 |
| Number Of Holdings | 149 | 227 |
| Currency | USD | EUR |
| Region | Europe | Europe |
| Investment Style | Blend | Blend |
| Market Cap | Large-Cap | Large-Cap |
| 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.