IGDA vs. DBZB - ETF Comparison
IGDA - Invesco Dow Jones Islamic Global Developed Markets UCITS ETF Acc
The Invesco Dow Jones Islamic Global Developed Markets UCITS ETF Acc tracks the Dow Jones Islamic Market Developed Markets index, investing in developed markets worldwide that comply with Shariah investment principles. The fund offers a diversified portfolio of 1742 holdings with a total expense ratio of 0.40% p.a., accumulating dividends and reinvesting them in the ETF.
DBZB - Xtrackers II Global Government Bond UCITS ETF 1C EUR Hedged
The Xtrackers II Global Government Bond UCITS ETF 1C EUR Hedged tracks the FTSE World Government Bond - Developed Markets (EUR Hedged) index, providing exposure to government bonds issued by developed countries worldwide, with a focus on investment-grade securities. The ETF is currency-hedged to Euro (EUR) and has a low expense ratio of 0.25% p.a.
| IGDA | DBZB | |
|---|---|---|
| Fund Name | Invesco Dow Jones Islamic Global Developed Markets UCITS ETF Acc | Xtrackers II Global Government Bond UCITS ETF 1C EUR Hedged |
| Fund Provider | Invesco | Deutsche Bank |
| Index | Dow Jones Islamic Market Developed Markets | FTSE World Government Bond - Developed Markets (EUR Hedged) |
| Asset Class | Equity | Bonds |
| Listing | EU-listed | EU-listed |
| Expense Ratio | 0.4% | 0.25% |
| Inception Date | 2022-01-07 | 2008-10-20 |
| Number Of Holdings | 1742 | 1133 |
| Currency | USD | EUR |
| Distribution Policy | Accumulating | Accumulating |
| Region | Developed Markets | Developed Markets |
| 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.