ETF Comparison: HPAW vs H4ZL
ETF Descriptions
HPAW - HSBC MSCI World Climate Paris Aligned UCITS ETF
The HSBC MSCI World Climate Paris Aligned UCITS ETF is an equity fund that tracks the MSCI World Climate Paris Aligned index, focusing on companies that benefit from the transition to a lower carbon economy. The fund has a global investment scope and follows a long-only strategy, with a total expense ratio of 0.18%.
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.
Comparison Table
| HPAW | H4ZL | |
|---|---|---|
| Fund Name | HSBC MSCI World Climate Paris Aligned UCITS ETF | HSBC FTSE EPRA NAREIT Developed UCITS ETF USD |
| Fund Provider | HSBC | HSBC |
| Index | MSCI World Climate Paris Aligned | FTSE EPRA/NAREIT Developed |
| Asset Class | Equity | Real Estate |
| Listing | EU-listed | EU-listed |
| Expense Ratio | 0.18% | 0.24% |
| Inception Date | 2021-07-07 | 2011-06-20 |
| Number Of Holdings | 603 | 361 |
| Currency | USD | USD |
| Distribution Policy | Accumulating | Distributing |
| Region | Global | Developed Markets |
| Market Cap | Blend | Blend |
| Leveraged | Non-leveraged | Non-leveraged |
Backtesting Options
Key Metrics
Performance Metrics
Risk Metrics
Detailed Returns
Benchmark Comparison
Performance Analysis
The performance analysis evaluates historical data to measure investment strategy returns through key metrics like Cumulative returns, End of Year (EoY) returns, and risk-adjusted measures such as the Sharpe ratio and Sortino ratio. This helps investors assess both absolute and relative performance across different market conditions.
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.