IS0D vs. HTMW - ETF Comparison
IS0D - iShares Oil & Gas Exploration & Production UCITS ETF
The iShares Oil & Gas Exploration & Production UCITS ETF tracks the S&P Commodity Producers Oil & Gas Exploration & Production index, providing exposure to the largest publicly-traded companies involved in oil and gas exploration and production worldwide.
HTMW - L&G Hydrogen Economy UCITS ETF USD Acc
The L&G Hydrogen Economy UCITS ETF USD Acc is an equity fund that tracks the Solactive Hydrogen Economy index, investing in companies worldwide that are engaged in the hydrogen industry. The fund has a total expense ratio of 0.49% and follows a long-only strategy, replicating the performance of the underlying index through full replication. The ETF is domiciled in Ireland and has a accumulating distribution policy.
| IS0D | HTMW | |
|---|---|---|
| Fund Name | iShares Oil & Gas Exploration & Production UCITS ETF | L&G Hydrogen Economy UCITS ETF USD Acc |
| Fund Provider | BlackRock | Legal & General |
| Index | S&P Commodity Producers Oil & Gas Exploration & Production | Solactive Hydrogen Economy |
| Asset Class | Equity | Equity |
| Listing | EU-listed | EU-listed |
| Expense Ratio | 0.55% | 0.49% |
| Inception Date | 2011-09-16 | 2021-02-01 |
| Number Of Holdings | 68 | 25 |
| Currency | USD | USD |
| Distribution Policy | Accumulating | Accumulating |
| Region | Global | Global |
| Investment Style | Long-only | Blend |
| Market Cap | Blend | Blend |
| Sector | Energy | Energy |
| Sector Detail | Oil & Gas Exploration & Production | Hydrogen |
| 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.