IQQ6 vs. FRNE - ETF Comparison
IQQ6 - iShares Developed Markets Property Yield UCITS ETF
The iShares Developed Markets Property Yield UCITS ETF is a real estate-focused exchange-traded fund that tracks the FTSE EPRA/NAREIT Developed Dividend+ index, providing exposure to listed real estate companies and REITs from developed countries worldwide with a forecast dividend yield of 2% or greater.
FRNE - Amundi Floating Rate Euro Corporate ESG UCITS ETF EUR (C)
The Amundi Floating Rate Euro Corporate ESG UCITS ETF EUR (C) is an exchange-traded fund that tracks the iBoxx MSCI ESG EUR FRN Investment Grade Corporates index, providing exposure to ESG-screened, Euro-denominated floating rate notes issued by companies from developed markets with an investment grade rating.
| IQQ6 | FRNE | |
|---|---|---|
| Fund Name | iShares Developed Markets Property Yield UCITS ETF | Amundi Floating Rate Euro Corporate ESG UCITS ETF EUR (C) |
| Fund Provider | BlackRock | Amundi |
| Index | FTSE EPRA/NAREIT Developed Dividend+ | iBoxx MSCI ESG EUR FRN Investment Grade Corporates |
| Asset Class | Real Estate | Bonds |
| Listing | EU-listed | EU-listed |
| Expense Ratio | 0.59% | 0.18% |
| Inception Date | 2006-10-20 | 2014-09-02 |
| Number Of Holdings | 338 | 67 |
| Currency | USD | EUR |
| Distribution Policy | Distributing | Accumulating |
| Region | Developed Markets | Developed Markets |
| Sector | Real Estate | Financials |
| Sector Detail | REITs | Corporate Bonds |
| 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.