LVDX vs. EL4X - ETF Comparison
LVDX - Amundi LevDax Daily (2x) leveraged UCITS ETF Dist
The Amundi LevDax Daily (2x) leveraged UCITS ETF Dist is an equity ETF that tracks the LevDAX® (2x) index, which provides two times leveraged exposure to the DAX® index, comprising the 40 largest and most traded German stocks listed on the Frankfurt Stock Exchange. The ETF uses a synthetic replication method with a swap and distributes dividends annually. With a total expense ratio of 0.35% p.a., it is a leveraged fund that aims to provide amplified returns of the German equity market.
EL4X - Deka DAXplus Maximum Dividend UCITS ETF
The Deka DAXplus Maximum Dividend UCITS ETF tracks the DAXplus Maximum Dividend index, which comprises 25 German equities with the highest dividend yield. The fund aims to provide investors with a diversified portfolio of German dividend-paying stocks, with a focus on income generation. The ETF has a total expense ratio of 0.30% and distributes dividends quarterly.
| LVDX | EL4X | |
|---|---|---|
| Fund Name | Amundi LevDax Daily (2x) leveraged UCITS ETF Dist | Deka DAXplus Maximum Dividend UCITS ETF |
| Fund Provider | Amundi | Deka ETFs |
| Index | LevDAX® (2x) | DAXplus® Maximum Dividend |
| Asset Class | Equity | Equity |
| Listing | EU-listed | EU-listed |
| Expense Ratio | 0.35% | 0.3% |
| Inception Date | 2020-07-02 | 2009-04-03 |
| Currency | EUR | EUR |
| Distribution Policy | Distributing | Distributing |
| Region | Germany | Germany |
| Leveraged | 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.