IEUR vs. VGK - ETF Comparison
IEUR - iShares Core MSCI Europe ETF
The iShares Core MSCI Europe ETF is a diversified equity fund that tracks the MSCI Europe Investable Market Index, providing exposure to large-, mid-, and small-cap European stocks. With a competitive expense ratio, the fund offers a cost-effective way to invest in the European market, with a portfolio dominated by the United Kingdom, France, Switzerland, and Germany.
VGK - Vanguard FTSE Europe ETF
The Vanguard FTSE Europe ETF provides broad-based exposure to the developed economies of Europe, offering a diversified portfolio of over 1,200 holdings across multiple markets. With a low expense ratio, this ETF is an efficient tool for investors seeking to tilt their exposure towards European equities, with a balanced approach across countries, sectors, and individual holdings.
| IEUR | VGK | |
|---|---|---|
| Fund Name | iShares Core MSCI Europe ETF | Vanguard FTSE Europe ETF |
| Fund Provider | BlackRock | Vanguard |
| Index | MSCI Europe Investable Market Index | FTSE Developed Europe All Cap |
| Asset Class | Equity | Equity |
| Listing | US-listed | US-listed |
| Expense Ratio | 0.11% | 0.11% |
| Inception Date | 2014-06-10 | 2005-03-04 |
| Number Of Holdings | 1010 | 1279 |
| 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.