ISPA vs. QDVD - ETF Comparison
ISPA - iShares STOXX Global Select Dividend 100 UCITS ETF (DE)
The iShares STOXX Global Select Dividend 100 UCITS ETF (DE) is an equity ETF that tracks the STOXX Global Select Dividend 100 index, comprising 100 high dividend-paying global stocks from the STOXX Global 1800 Index. The fund aims to provide income and long-term capital growth by investing in a diversified portfolio of dividend-paying stocks from around the world.
QDVD - iShares MSCI USA Quality Dividend ESG UCITS ETF USD (Dist)
The iShares MSCI USA Quality Dividend ESG UCITS ETF USD (Dist) is an equity fund that tracks the MSCI USA High Dividend Yield ESG Reduced Carbon Target Select index, focusing on high dividend paying US stocks that meet environmental, social, and corporate governance criteria. The fund aims to provide income and long-term growth, with a total expense ratio of 0.35%.
| ISPA | QDVD | |
|---|---|---|
| Fund Name | iShares STOXX Global Select Dividend 100 UCITS ETF (DE) | iShares MSCI USA Quality Dividend ESG UCITS ETF USD (Dist) |
| Fund Provider | BlackRock | BlackRock |
| Index | STOXX® Global Select Dividend 100 | MSCI USA High Dividend Yield ESG Reduced Carbon Target Select |
| Asset Class | Equity | Equity |
| Listing | EU-listed | EU-listed |
| Expense Ratio | 0.46% | 0.35% |
| Inception Date | 2009-09-25 | 2014-06-06 |
| Number Of Holdings | 100 | 90 |
| Currency | EUR | USD |
| Distribution Policy | Distributing | Distributing |
| Region | Global | United States |
| Investment Style | Dividend | Dividend |
| 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.