LYPU vs. AUESG - ETF Comparison
LYPU - Amundi Australia S&P/ASX 200 UCITS ETF Dist
The Amundi Australia S&P/ASX 200 UCITS ETF Dist is an equity fund that tracks the S&P/ASX 200 index, providing exposure to the 200 largest and most actively traded Australian companies. With a low expense ratio of 0.4%, this fund offers a cost-effective way to invest in the Australian market. The fund distributes dividends annually and uses a synthetic replication method with a swap to track the underlying index.
AUESG - UBS ETF (IE) MSCI Australia ESG Universal Low Carbon Select UCITS ETF (AUD) A-acc
The UBS ETF (IE) MSCI Australia ESG Universal Low Carbon Select UCITS ETF (AUD) A-acc is an equity fund that tracks the MSCI Australia ESG Universal Low Carbon Select 5% Issuer Capped index, focusing on Australian large and mid-cap securities with a robust ESG profile. The fund has a low carbon footprint and aims to provide long-term capital growth.
| LYPU | AUESG | |
|---|---|---|
| Fund Name | Amundi Australia S&P/ASX 200 UCITS ETF Dist | UBS ETF (IE) MSCI Australia ESG Universal Low Carbon Select UCITS ETF (AUD) A-acc |
| Fund Provider | Amundi | UBS |
| Index | S&P/ASX 200 | MSCI Australia ESG Universal Low Carbon Select 5% Issuer Capped |
| Asset Class | Equity | Equity |
| Listing | EU-listed | EU-listed |
| Expense Ratio | 0.4% | 0.43% |
| Inception Date | 2010-03-26 | 2023-04-20 |
| Currency | EUR | AUD |
| Distribution Policy | Distributing | Accumulating |
| Region | Australia | Australia |
| 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.