IPIR vs. FTGD - ETF Comparison
IPIR - iShares FTSE Italia Mid-Small Cap UCITS ETF EUR (Acc)
The iShares FTSE Italia Mid-Small Cap UCITS ETF EUR (Acc) is an equity fund that tracks the FTSE Italia PIR Mid Small Cap index, providing exposure to medium and small cap Italian companies. The fund is designed to comply with the Italian tax regulation PIR (Piano Individuale di Risparmio) and has a total expense ratio of 0.33% p.a..
FTGD - First Trust SMID Rising Dividend Achievers UCITS ETF Class A Accumulation
The First Trust SMID Rising Dividend Achievers UCITS ETF Class A Accumulation tracks the Nasdaq US Small Mid Cap Rising Dividend Achievers index, investing in small and mid-cap US companies with a history of consistently increasing their dividends. The fund aims to provide long-term capital growth and income, with a focus on dividend-paying stocks.
| IPIR | FTGD | |
|---|---|---|
| Fund Name | iShares FTSE Italia Mid-Small Cap UCITS ETF EUR (Acc) | First Trust SMID Rising Dividend Achievers UCITS ETF Class A Accumulation |
| Fund Provider | BlackRock | First Trust |
| Index | FTSE Italia PIR Mid Small Cap | Nasdaq US Small Mid Cap Rising Dividend Achievers |
| Asset Class | Equity | Equity |
| Listing | EU-listed | EU-listed |
| Expense Ratio | 0.33% | 0.6% |
| Inception Date | 2017-08-31 | 2024-04-09 |
| Currency | EUR | USD |
| Distribution Policy | Accumulating | Accumulating |
| Region | Europe | United States |
| Market Cap | Mid-Cap, Small-Cap | Mid-Cap, Small-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.