IBCD vs. EUNT - ETF Comparison
IBCD - iShares USD Corporate Bond UCITS ETF (Dist)
The iShares USD Corporate Bond UCITS ETF (Dist) is a bond ETF that tracks the iBoxx USD Liquid Investment Grade index, providing exposure to the most liquid US Dollar denominated corporate bonds with an investment grade rating. The fund is distributed quarterly and has a low expense ratio of 0.20% p.a.
EUNT - iShares EUR Corporate Bond 1-5yr UCITS ETF EUR (Dist)
The iShares EUR Corporate Bond 1-5yr UCITS ETF EUR (Dist) is an exchange-traded fund that tracks the Bloomberg Euro Corporate 1-5 Year Bond index, providing exposure to Euro-denominated investment-grade corporate bonds with maturities between 1-5 years. The fund is designed to offer a low-cost and diversified portfolio of corporate bonds, with a total expense ratio of 0.20% p.a.
| IBCD | EUNT | |
|---|---|---|
| Fund Name | iShares USD Corporate Bond UCITS ETF (Dist) | iShares EUR Corporate Bond 1-5yr UCITS ETF EUR (Dist) |
| Fund Provider | BlackRock | BlackRock |
| Index | iBoxx® USD Liquid Investment Grade | Bloomberg Euro Corporate 1-5 Year Bond |
| Asset Class | Bonds | Bonds |
| Listing | EU-listed | EU-listed |
| Expense Ratio | 0.2% | 0.2% |
| Inception Date | 2003-05-16 | 2009-09-25 |
| Number Of Holdings | 2817 | 2247 |
| Currency | USD | EUR |
| Distribution Policy | Distributing | Distributing |
| Region | Global | Europe |
| Sector | Financials | Financials |
| Sector Detail | Corporate Bonds | Corporate Bonds |
| Bond Type | Corporate Bonds | Corporate Bonds |
| 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.