IS4S vs. CBEU - ETF Comparison
IS4S - iShares Digital Security UCITS ETF USD (Dist)
The iShares Digital Security UCITS ETF USD (Dist) is an equity fund that tracks the STOXX Global Digital Security index, investing in companies involved in digital security, including data transmission, safeguarding, and access control. The fund is domiciled in Ireland, has a total expense ratio of 0.40% and distributes dividends semi-annually.
CBEU - First Trust Nasdaq Cybersecurity UCITS ETF EUR Hedged Acc
The First Trust Nasdaq Cybersecurity UCITS ETF EUR Hedged Acc is an equity ETF that tracks the Nasdaq CTA Cybersecurity (EUR Hedged) index, providing exposure to companies involved in cybersecurity technology and services. The fund is currency hedged to Euro (EUR) and has a total expense ratio of 0.60% p.a..
| IS4S | CBEU | |
|---|---|---|
| Fund Name | iShares Digital Security UCITS ETF USD (Dist) | First Trust Nasdaq Cybersecurity UCITS ETF EUR Hedged Acc |
| Fund Provider | BlackRock | First Trust |
| Index | STOXX® Global Digital Security | Nasdaq CTA Cybersecurity (EUR Hedged) |
| Asset Class | Equity | Equity |
| Listing | EU-listed | EU-listed |
| Expense Ratio | 0.4% | 0.6% |
| Inception Date | 2018-10-29 | 2023-07-18 |
| Number Of Holdings | 102 | 28 |
| Currency | USD | EUR |
| Distribution Policy | Distributing | Accumulating |
| Region | Global | Global |
| Sector | Technology | Technology |
| Sector Detail | Cybersecurity | Cybersecurity |
| 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.