IN0A vs. S5SD - ETF Comparison
IN0A - BNP Paribas Easy S&P 500 ESG UCITS ETF Capitalisation
The BNP Paribas Easy S&P 500 ESG UCITS ETF Capitalisation is an exchange-traded fund that tracks the S&P 500 ESG index, providing exposure to the largest US companies selected by environmental, social, and governance (ESG) criteria. The fund aims to replicate the performance of the underlying index through full replication, with a total expense ratio of 0.12% per annum.
S5SD - UBS ETF (IE) S&P 500 ESG UCITS ETF USD A-dis
The UBS ETF (IE) S&P 500 ESG UCITS ETF USD A-dis is an equity fund that tracks the S&P 500 ESG index, which selects the largest US companies based on environmental, social, and governance (ESG) criteria. The fund aims to provide long-term capital growth by replicating the performance of the underlying index through full replication. With a total expense ratio of 0.10% p.a., the fund distributes dividends semi-annually and has a large asset base of 808m Euro.
| IN0A | S5SD | |
|---|---|---|
| Fund Name | BNP Paribas Easy S&P 500 ESG UCITS ETF Capitalisation | UBS ETF (IE) S&P 500 ESG UCITS ETF USD A-dis |
| Fund Provider | BNP Paribas | UBS |
| Index | S&P 500 ESG | S&P 500 ESG |
| Asset Class | Equity | Equity |
| Listing | EU-listed | EU-listed |
| Expense Ratio | 0.12% | 0.1% |
| Inception Date | 2023-04-26 | 2019-03-25 |
| Number Of Holdings | 323 | 323 |
| Currency | USD | USD |
| Distribution Policy | Accumulating | Distributing |
| Region | United States | United States |
| Market Cap | Large-Cap | Large-Cap |
| Leveraged | Non-leveraged | Non-leveraged |
Select Timeframe
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.