IQQD vs. ZPRG - ETF Comparison
IQQD - iShares UK Dividend UCITS ETF
The iShares UK Dividend UCITS ETF is a large, diversified equity fund that tracks the FTSE UK Dividend+ index, providing exposure to the highest yielding UK stocks. With a low expense ratio of 0.4%, the fund aims to provide regular income to investors through quarterly dividend distributions.
ZPRG - SPDR S&P Global Dividend Aristocrats UCITS ETF
The SPDR S&P Global Dividend Aristocrats UCITS ETF is an equity fund that tracks the S&P Global Dividend Aristocrats index, investing in high dividend-yielding equities globally. The fund aims to provide long-term capital growth and income, with a focus on dividend-paying stocks. It has a total expense ratio of 0.45% and distributes dividends quarterly.
| IQQD | ZPRG | |
|---|---|---|
| Fund Name | iShares UK Dividend UCITS ETF | SPDR S&P Global Dividend Aristocrats UCITS ETF |
| Fund Provider | BlackRock | State Street |
| Index | FTSE UK Dividend+ | S&P Global Dividend Aristocrats |
| Asset Class | Equity | Equity |
| Listing | EU-listed | EU-listed |
| Expense Ratio | 0.4% | 0.45% |
| Inception Date | 2005-11-04 | 2013-05-14 |
| Number Of Holdings | 53 | 98 |
| Currency | GBP | USD |
| Distribution Policy | Distributing | Distributing |
| Region | United Kingdom | Global |
| Investment Style | Dividend | Dividend |
| 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.