IQQX vs. VGEJ - ETF Comparison
IQQX - iShares Asia Pacific Dividend UCITS ETF
The iShares Asia Pacific Dividend UCITS ETF is an equity fund that tracks the Dow Jones Asia/Pacific Select Dividend 50 index, investing in 50 high-dividend-paying stocks from developed countries in Asia Pacific. The fund aims to provide income and long-term growth, with a focus on dividend-paying companies in the region.
VGEJ - Vanguard FTSE Developed Asia Pacific ex Japan UCITS ETF Distributing
The Vanguard FTSE Developed Asia Pacific ex Japan UCITS ETF Distributing tracks the FTSE Developed Asia Pacific ex Japan index, providing exposure to large and mid-cap stocks from developed countries in the Asia Pacific region, excluding Japan. With a low expense ratio of 0.15%, this ETF offers a cost-effective way to invest in the region.
| IQQX | VGEJ | |
|---|---|---|
| Fund Name | iShares Asia Pacific Dividend UCITS ETF | Vanguard FTSE Developed Asia Pacific ex Japan UCITS ETF Distributing |
| Fund Provider | BlackRock | Vanguard |
| Index | Dow Jones Asia/Pacific Select Dividend 50 | FTSE Developed Asia Pacific ex Japan |
| Asset Class | Equity | Equity |
| Listing | EU-listed | EU-listed |
| Expense Ratio | 0.59% | 0.15% |
| Inception Date | 2006-06-02 | 2013-05-21 |
| Number Of Holdings | 50 | 390 |
| Currency | USD | USD |
| Distribution Policy | Distributing | Distributing |
| Region | Asia-Pacific | Asia-Pacific |
| 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.