IEV vs. BBEU - ETF Comparison
IEV - iShares Europe ETF
The iShares Europe ETF provides investors with broad exposure to developed Europe, tracking the S&P Europe 350 Index. The fund offers a diversified portfolio of large-cap stocks across various sectors and economies, making it a suitable building block for a long-term buy-and-hold portfolio. With a market capitalization-weighted approach, IEV provides an efficient way to establish a Europe bias, although investors should be aware of the relatively high expense ratio compared to similar funds.
BBEU - JPMorgan BetaBuilders Europe ETF
The JPMorgan BetaBuilders Europe ETF provides diversified exposure to large-cap European equities, tracking a market capitalization-weighted index of hundreds of European stocks. It offers a cost-effective way to invest in the European market, making it a suitable core holding for a long-term investment portfolio.
| IEV | BBEU | |
|---|---|---|
| Fund Name | iShares Europe ETF | JPMorgan BetaBuilders Europe ETF |
| Fund Provider | BlackRock | JPMorgan Chase |
| Index | S&P Europe 350 Index | Morningstar Developed Europe Target Market Exposure Index |
| Asset Class | Equity | Equity |
| Listing | US-listed | US-listed |
| Expense Ratio | 0.67% | 0.09% |
| Inception Date | 2000-07-25 | 2018-06-15 |
| Number Of Holdings | 363 | 424 |
| 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.