LYP7 vs. F500 - ETF Comparison
LYP7 - Amundi S&P 500 II UCITS ETF Acc
The Amundi S&P 500 II UCITS ETF Acc tracks the S&P 500 index, providing exposure to the 500 largest US stocks. With a low expense ratio of 0.05%, this ETF offers a cost-effective way to invest in the US equity market. The fund is accumulating, meaning dividends are reinvested in the ETF, and has a long-only strategy.
F500 - Amundi S&P 500 ESG UCITS ETF Acc
The Amundi S&P 500 ESG UCITS ETF Acc is an equity ETF that tracks the S&P 500 ESG+ index, providing exposure to the largest US companies that meet environmental, social, and corporate governance (ESG) criteria. The ETF aims to replicate the performance of the underlying index by full replication, with a low expense ratio of 0.12% p.a..
| LYP7 | F500 | |
|---|---|---|
| Fund Name | Amundi S&P 500 II UCITS ETF Acc | Amundi S&P 500 ESG UCITS ETF Acc |
| Fund Provider | Amundi | Amundi |
| Index | S&P 500 | S&P 500 ESG+ |
| Asset Class | Equity | Equity |
| Listing | EU-listed | EU-listed |
| Expense Ratio | 0.05% | 0.12% |
| Inception Date | 2014-12-09 | 2016-06-29 |
| Currency | EUR | EUR |
| Distribution Policy | Accumulating | Accumulating |
| Region | United States | United States |
| Market Cap | Large-Cap | Large-Cap |
| 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.