LYM8 vs. EXH9 - ETF Comparison
LYM8 - Amundi MSCI Water ESG Screened UCITS ETF Dist
The Amundi MSCI Water ESG Screened UCITS ETF Dist is an equity fund that tracks the MSCI ACWI IMI Water ESG Filtered index, providing exposure to the global water industry while adhering to environmental, social, and corporate governance (ESG) criteria. The fund distributes dividends annually and has a total expense ratio of 0.60%.
EXH9 - iShares STOXX Europe 600 Utilities UCITS ETF (DE)
The iShares STOXX Europe 600 Utilities UCITS ETF (DE) is an equity fund that tracks the STOXX Europe 600 Utilities index, providing exposure to European utility companies. With a total expense ratio of 0.47%, the fund aims to replicate the performance of the underlying index through full replication. The fund distributes dividends to investors at least annually and has approximately EUR 314 million in assets under management.
| LYM8 | EXH9 | |
|---|---|---|
| Fund Name | Amundi MSCI Water ESG Screened UCITS ETF Dist | iShares STOXX Europe 600 Utilities UCITS ETF (DE) |
| Fund Provider | Amundi | BlackRock |
| Index | MSCI ACWI IMI Water ESG Filtered | STOXX® Europe 600 Utilities |
| Asset Class | Equity | Equity |
| Listing | EU-listed | EU-listed |
| Expense Ratio | 0.6% | 0.47% |
| Inception Date | 2007-10-09 | 2002-07-08 |
| Number Of Holdings | 33 | 28 |
| Currency | EUR | EUR |
| Distribution Policy | Distributing | Distributing |
| Region | Global | Europe |
| Sector | Utilities | Utilities |
| Sector Detail | Water Resources | Utilities |
| 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.