KOKU vs. USCA - ETF Comparison
KOKU - Xtrackers MSCI Kokusai Equity ETF
The Xtrackers MSCI Kokusai Equity ETF is a low-cost, diversified investment solution that tracks the MSCI Kokusai Index, providing exposure to large- and mid-cap stocks in developed markets outside of Japan. This fund offers a broad-based, total market approach, making it a suitable core holding for investors seeking to avoid Japanese equities. With a competitive expense ratio and impressive depth of holdings, this ETF provides an attractive option for those looking to tap into developed markets globally.
USCA - Xtrackers MSCI USA Climate Action Equity ETF
The Xtrackers MSCI USA Climate Action Equity ETF is an exchange-traded fund that tracks the MSCI USA Climate Action Index, providing investors with exposure to US equities that are aligned with the goals of the Paris Agreement. The fund focuses on low-carbon companies, aiming to reduce greenhouse gas emissions and support the transition to a low-carbon economy.
| KOKU | USCA | |
|---|---|---|
| Fund Name | Xtrackers MSCI Kokusai Equity ETF | Xtrackers MSCI USA Climate Action Equity ETF |
| Fund Provider | Deutsche Bank | Deutsche Bank |
| Index | MSCI Kokusai Index (World ex Japan) | MSCI USA Climate Action Index - Benchmark TR Gross |
| Asset Class | Equity | Equity |
| Listing | US-listed | US-listed |
| Expense Ratio | 0.09% | 0.07% |
| Inception Date | 2020-04-08 | 2023-04-04 |
| Number Of Holdings | 1231 | 304 |
| Region | Developed Markets | United States |
| 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.