IQQ0 vs. QDV1 - ETF Comparison
IQQ0 - iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Acc)
The iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Acc) is an exchange-traded fund that aims to track the MSCI World Minimum Volatility index, providing investors with a low-risk investment strategy. The fund invests in a diversified portfolio of global equities, with a focus on minimizing absolute risk.
QDV1 - iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Dist)
The iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Dist) is an equity ETF that tracks the S&P 500 Minimum Volatility index, aiming to provide investors with a low-risk exposure to large-cap US stocks. The fund uses a sampling technique to replicate the performance of the underlying index, distributing dividends semi-annually.
| IQQ0 | QDV1 | |
|---|---|---|
| Fund Name | iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Acc) | iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Dist) |
| Fund Provider | BlackRock | BlackRock |
| Index | MSCI World Minimum Volatility | S&P 500 Minimum Volatility |
| Asset Class | Equity | Equity |
| Listing | EU-listed | EU-listed |
| Expense Ratio | 0.3% | 0.2% |
| Inception Date | 2012-11-30 | 2018-02-21 |
| Number Of Holdings | 261 | 81 |
| Currency | USD | USD |
| Distribution Policy | Accumulating | Distributing |
| Region | Global | United States |
| Investment Style | Low Volatility/Risk Weighted | Low Volatility/Risk Weighted |
| Market Cap | Blend | 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.