IUSW vs. MSAP - ETF Comparison
IUSW - iShares MSCI Saudi Arabia Capped UCITS ETF USD (Dist)
The iShares MSCI Saudi Arabia Capped UCITS ETF USD (Dist) is an equity fund that tracks the MSCI Saudi Arabia 20/35 index, providing exposure to the Saudi Arabian stock market. The fund uses a sampling technique to replicate the performance of the underlying index and distributes dividends semi-annually. With a low expense ratio of 0.6%, it is a cost-effective option for investors seeking to invest in the Saudi Arabian market.
MSAP - Invesco MSCI Saudi Arabia UCITS UCITS ETF
The Invesco MSCI Saudi Arabia UCITS UCITS ETF is an equity fund that tracks the MSCI Saudi Arabia 20/35 index, providing exposure to the Saudi Arabian stock market. The fund uses a synthetic replication method and has an expense ratio of 0.50% p.a.. It is an accumulating fund, meaning dividends are reinvested in the ETF.
| IUSW | MSAP | |
|---|---|---|
| Fund Name | iShares MSCI Saudi Arabia Capped UCITS ETF USD (Dist) | Invesco MSCI Saudi Arabia UCITS UCITS ETF |
| Fund Provider | BlackRock | Invesco |
| Index | MSCI Saudi Arabia 20/35 | MSCI Saudi Arabia 20/35 |
| Asset Class | Equity | Equity |
| Listing | EU-listed | EU-listed |
| Expense Ratio | 0.6% | 0.5% |
| Inception Date | 2019-04-26 | 2018-06-12 |
| Currency | USD | USD |
| Distribution Policy | Distributing | Accumulating |
| Region | Middle East and Africa | Middle East and Africa |
| 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.