IUS7 vs. EDM2 - ETF Comparison
IUS7 - iShares J.P. Morgan USD Emerging Markets Bond UCITS ETF (Dist)
The iShares J.P. Morgan USD Emerging Markets Bond UCITS ETF (Dist) is an exchange-traded fund that tracks the JP Morgan EMBI Global Core index, providing investors with exposure to US Dollar denominated sovereign and quasi-sovereign bonds from Emerging Markets countries with a minimum time to maturity of 2 years.
EDM2 - iShares MSCI EM ESG Enhanced UCITS ETF USD (Acc)
The iShares MSCI EM ESG Enhanced UCITS ETF USD (Acc) is an exchange-traded fund that tracks the MSCI Emerging Markets ESG Enhanced Focus index, providing exposure to emerging markets countries while prioritizing environmental, social, and governance (ESG) factors. The fund aims to maximize ESG exposure while reducing carbon equivalent exposure to carbon dioxide and other greenhouse gases.
| IUS7 | EDM2 | |
|---|---|---|
| Fund Name | iShares J.P. Morgan USD Emerging Markets Bond UCITS ETF (Dist) | iShares MSCI EM ESG Enhanced UCITS ETF USD (Acc) |
| Fund Provider | BlackRock | BlackRock |
| Index | JP Morgan EMBI Global Core | MSCI Emerging Markets ESG Enhanced Focus |
| Asset Class | Bonds | Equity |
| Listing | EU-listed | EU-listed |
| Expense Ratio | 0.45% | 0.18% |
| Inception Date | 2008-02-15 | 2019-10-22 |
| Number Of Holdings | 624 | 1002 |
| Currency | USD | USD |
| Distribution Policy | Distributing | Accumulating |
| Region | Emerging Markets | Emerging Markets |
| 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.