IUSQ vs. XZMU - ETF Comparison
IUSQ - iShares MSCI ACWI UCITS ETF USD (Acc)
The iShares MSCI ACWI UCITS ETF USD (Acc) is a large-cap equity fund that tracks the MSCI All Country World Index (ACWI), providing exposure to large- and mid-cap stocks from 23 developed and 24 emerging markets worldwide. The fund uses a sampling technique to replicate the performance of the underlying index and accumulates dividends to reinvest in the ETF.
XZMU - Xtrackers MSCI USA ESG UCITS ETF 1C
The Xtrackers MSCI USA ESG UCITS ETF 1C is an equity fund that tracks the MSCI USA Low Carbon SRI Leaders index, focusing on large- and mid-cap US securities with low carbon emissions and high ESG ratings. The fund aims to provide long-term capital growth while promoting environmental and social responsibility.
| IUSQ | XZMU | |
|---|---|---|
| Fund Name | iShares MSCI ACWI UCITS ETF USD (Acc) | Xtrackers MSCI USA ESG UCITS ETF 1C |
| Fund Provider | BlackRock | Deutsche Bank |
| Index | MSCI ACWI | MSCI USA Low Carbon SRI Leaders |
| Asset Class | Equity | Equity |
| Listing | EU-listed | EU-listed |
| Expense Ratio | 0.2% | 0.15% |
| Inception Date | 2011-10-21 | 2018-05-08 |
| Number Of Holdings | 2451 | 275 |
| Currency | USD | USD |
| Distribution Policy | Accumulating | Accumulating |
| Region | Global | United States |
| Market Cap | Blend | Blend |
| 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.