PortfolioMetrics

IQQP vs. IQQ4 - ETF Comparison

IQQP - iShares European Property Yield UCITS ETF

The iShares European Property Yield UCITS ETF is a real estate-focused exchange-traded fund that tracks the FTSE EPRA/NAREIT Developed Europe ex UK Dividend+ index, providing investors with exposure to listed real estate companies and REITs from developed European countries excluding the UK, with a focus on dividend yield.

IQQ4 - iShares Asia Property Yield UCITS ETF

The iShares Asia Property Yield UCITS ETF is a real estate-focused exchange-traded fund that tracks the FTSE EPRA/NAREIT Developed Asia Dividend+ index, providing investors with exposure to listed real estate companies and REITs from developed Asian countries with a high dividend yield.

IQQPIQQ4
Fund NameiShares European Property Yield UCITS ETFiShares Asia Property Yield UCITS ETF
Fund ProviderBlackRockBlackRock
IndexFTSE EPRA/NAREIT Developed Europe ex UK Dividend+FTSE EPRA/NAREIT Developed Asia Dividend+
Asset ClassReal EstateReal Estate
ListingEU-listedEU-listed
Expense Ratio0.4%0.59%
Inception Date2005-11-042006-10-20
Number Of Holdings57129
CurrencyEURUSD
Distribution PolicyDistributingDistributing
RegionEuropeAsia-Pacific
SectorReal EstateReal Estate
LeveragedNon-leveragedNon-leveraged
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Key Metrics

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Performance Metrics

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Risk Metrics

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Detailed Returns

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Benchmark Comparison

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Key Metrics

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Performance Metrics

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Risk Metrics

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Detailed Returns

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Benchmark Comparison

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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

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End of Year Returns Table

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End of Year Returns

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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

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Drawdowns Table

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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.

Monte Carlo Metrics

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Simulated Portfolio Prices

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