IS3R vs. RSGL - ETF Comparison
IS3R - iShares Edge MSCI World Momentum Factor UCITS ETF (Acc)
The iShares Edge MSCI World Momentum Factor UCITS ETF (Acc) is an equity fund that tracks the MSCI World Momentum index, investing in stocks with high price momentum from 23 developed countries worldwide. The fund aims to provide long-term capital growth by replicating the performance of the underlying index through a sampling technique.
RSGL - Amundi Russell 1000 Growth UCITS ETF Acc
The Amundi Russell 1000 Growth UCITS ETF Acc is an exchange-traded fund that tracks the Russell 1000 Growth index, providing exposure to large-cap growth segment of US equities. The fund aims to replicate the performance of the underlying index synthetically with a swap, accumulating and reinvesting dividends. With a total expense ratio of 0.19% p.a., it offers a cost-effective way to invest in the US growth market.
| IS3R | RSGL | |
|---|---|---|
| Fund Name | iShares Edge MSCI World Momentum Factor UCITS ETF (Acc) | Amundi Russell 1000 Growth UCITS ETF Acc |
| Fund Provider | BlackRock | Amundi |
| Index | MSCI World Momentum | Russell 1000® Growth |
| Asset Class | Equity | Equity |
| Listing | EU-listed | EU-listed |
| Expense Ratio | 0.3% | 0.19% |
| Inception Date | 2014-10-03 | 2011-10-27 |
| Currency | USD | USD |
| Distribution Policy | Accumulating | Accumulating |
| Region | Global | United States |
| Investment Style | Growth | Growth |
| Market Cap | Blend | Large-Cap |
| 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.