IWLE vs. XWEU - ETF Comparison
IWLE - iShares Core MSCI World UCITS ETF EUR Hedged (Dist)
The iShares Core MSCI World UCITS ETF EUR Hedged (Dist) is a large-cap equity fund that tracks the MSCI World (EUR Hedged) index, providing exposure to developed countries worldwide. The fund is currency hedged to Euro (EUR) and distributes dividends quarterly. With a low expense ratio of 0.30% p.a., it offers a cost-effective way to invest in the global equity market.
XWEU - Xtrackers MSCI World UCITS ETF 2C - EUR Hedged
The Xtrackers MSCI World UCITS ETF 2C - EUR Hedged is an exchange-traded fund that tracks the MSCI World (EUR Hedged) index, providing exposure to developed countries worldwide. The fund is currency hedged to Euro (EUR) and employs a sampling technique to replicate the performance of the underlying index. With a low expense ratio of 0.17%, the fund is suitable for investors seeking long-term growth in a diversified equity portfolio.
| IWLE | XWEU | |
|---|---|---|
| Fund Name | iShares Core MSCI World UCITS ETF EUR Hedged (Dist) | Xtrackers MSCI World UCITS ETF 2C - EUR Hedged |
| Fund Provider | BlackRock | Deutsche Bank |
| Index | MSCI World (EUR Hedged) | MSCI World (EUR Hedged) |
| Asset Class | Equity | Equity |
| Listing | EU-listed | EU-listed |
| Expense Ratio | 0.3% | 0.17% |
| Inception Date | 2019-06-05 | 2023-10-11 |
| Number Of Holdings | 1467 | 713 |
| Currency | EUR | EUR |
| Currency Hedged | ||
| Distribution Policy | Distributing | Accumulating |
| Region | Global | Developed Markets |
| Investment Style | Blend | Blend |
| Market Cap | Large-Cap | 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.