IFED vs. WUCT - ETF Comparison
IFED - ETRACS IFED Invest with the Fed TR Index ETN due September 15, 2061
The ETRACS IFED Invest with the Fed TR Index ETN due September 15, 2061 is an equity exchange-traded note that tracks the performance of the IFED Large-Cap US Equity Index, providing exposure to large-cap US equities. The fund is designed to offer investors a way to invest in the US equity market, with a focus on large-cap companies.
WUCT - ETRACS Whitney U.S. Critical Technologies ETN
The ETRACS Whitney U.S. Critical Technologies ETN is an exchange-traded note that tracks the Solactive Whitney U.S. Critical Technologies Index, providing investors with exposure to a broad range of critical technologies in the US market.
| IFED | WUCT | |
|---|---|---|
| Fund Name | ETRACS IFED Invest with the Fed TR Index ETN due September 15, 2061 | ETRACS Whitney U.S. Critical Technologies ETN |
| Fund Provider | UBS | UBS |
| Index | IFED Large-Cap US Equity Index - Benchmark TR Gross | Solactive Whitney U.S. Critical Technologies Index - Benchmark TR Net |
| Asset Class | Equity | Equity |
| Listing | US-listed | US-listed |
| Expense Ratio | 0.45% | 0.55% |
| Inception Date | 2021-09-14 | 2023-03-27 |
| Currency | USD | USD |
| Region | United States | United States |
| Investment Style | Blend | Blend |
| Market Cap | Large-Cap | Blend |
| 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.