IS03 vs. GAHU - ETF Comparison
IS03 - iShares US Aggregate Bond UCITS ETF (Acc)
The iShares US Aggregate Bond UCITS ETF (Acc) is a bond ETF that tracks the Bloomberg US Aggregate Bond index, providing exposure to a diversified portfolio of USD-denominated fixed-rate bonds, including Treasuries, government-related, securitised, and corporate securities with an investment-grade rating.
GAHU - Amundi Global Aggregate Bond UCITS ETF DR - USD Hedged (C)
The Amundi Global Aggregate Bond UCITS ETF DR - USD Hedged (C) is an exchange-traded fund that tracks the Bloomberg Global Aggregate Bond (USD Hedged) index, providing exposure to a diversified portfolio of bonds issued in emerging and developed markets worldwide, with all maturities and investment-grade ratings. The fund is currency hedged to the US dollar and employs a sampling technique to replicate the performance of the underlying index. With a low expense ratio of 0.10% p.a., it is an attractive option for investors seeking broad bond market exposure.
| IS03 | GAHU | |
|---|---|---|
| Fund Name | iShares US Aggregate Bond UCITS ETF (Acc) | Amundi Global Aggregate Bond UCITS ETF DR - USD Hedged (C) |
| Fund Provider | BlackRock | Amundi |
| Index | Bloomberg US Aggregate Bond | Bloomberg Global Aggregate Bond (USD Hedged) |
| Asset Class | Bonds | Bonds |
| Listing | EU-listed | EU-listed |
| Expense Ratio | 0.25% | 0.1% |
| Inception Date | 2017-04-13 | 2018-04-10 |
| Number Of Holdings | 8747 | 8459 |
| Currency | USD | USD |
| Distribution Policy | Accumulating | Accumulating |
| Region | United States | Global |
| Bond Type | Broad Market | Broad Market |
| 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.