LBNK vs. EXA1 - ETF Comparison
LBNK - Amundi STOXX Europe 600 Banks UCITS ETF Acc
The Amundi STOXX Europe 600 Banks UCITS ETF Acc is an exchange-traded fund that tracks the STOXX Europe 600 Banks index, providing exposure to the European banking sector. With a low expense ratio of 0.30% p.a., it is a cost-effective option for investors seeking to invest in European banks. The fund is domiciled in Luxembourg and has a large asset base of EUR 880 million, making it a liquid and established investment option.
EXA1 - iShares EURO STOXX Banks 30-15 UCITS ETF (DE) EUR (Acc)
The iShares EURO STOXX Banks 30-15 UCITS ETF (DE) EUR (Acc) is an equity fund that tracks the EURO STOXX Banks 30-15 index, which focuses on the eurozone banking sector. The fund uses a full replication strategy to track the index, which caps the weight of the largest and second largest company at 30% and 15%. The fund has a total expense ratio of 0.52% and distributes dividends on an accumulating basis.
| LBNK | EXA1 | |
|---|---|---|
| Fund Name | Amundi STOXX Europe 600 Banks UCITS ETF Acc | iShares EURO STOXX Banks 30-15 UCITS ETF (DE) EUR (Acc) |
| Fund Provider | Amundi | BlackRock |
| Index | STOXX® Europe 600 Banks | EURO STOXX® Banks 30-15 |
| Asset Class | Equity | Equity |
| Listing | EU-listed | EU-listed |
| Expense Ratio | 0.3% | 0.52% |
| Inception Date | 2006-08-25 | 2021-12-03 |
| Currency | EUR | EUR |
| Distribution Policy | Accumulating | Accumulating |
| Region | Europe | Europe |
| Sector | Financials | Financials |
| Sector Detail | Banks | Banks |
| 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.