OP7E vs. ETLS - ETF Comparison
OP7E - Ossiam Bloomberg USA PAB UCITS ETF 1A (EUR)
The Ossiam Bloomberg USA PAB UCITS ETF 1A (EUR) is an equity ETF that tracks the Bloomberg PAB US Large & Mid Cap index, focusing on large and mid-cap US securities with a social and environmental investment approach. The ETF aims to reduce greenhouse gas intensity by at least 50% compared to the investment universe and by an average of at least 7% per year.
ETLS - L&G US Equity UCITS ETF
The L&G US Equity UCITS ETF is an equity fund that tracks the Solactive Core United States Large & Mid Cap index, providing exposure to large and mid-cap publicly traded US companies that meet certain social and environmental criteria. The fund has a low expense ratio of 0.05% and is domiciled in Ireland.
| OP7E | ETLS | |
|---|---|---|
| Fund Name | Ossiam Bloomberg USA PAB UCITS ETF 1A (EUR) | L&G US Equity UCITS ETF |
| Fund Provider | Ossiam | Legal & General |
| Index | Bloomberg PAB US Large & Mid Cap | Solactive Core United States Large & Mid Cap |
| Asset Class | Equity | Equity |
| Listing | EU-listed | EU-listed |
| Expense Ratio | 0.12% | 0.05% |
| Inception Date | 2022-07-18 | 2018-10-08 |
| Number Of Holdings | 579 | 462 |
| Currency | EUR | USD |
| Distribution Policy | Accumulating | Accumulating |
| Region | United States | United States |
| Market Cap | Large-Cap, Mid-Cap | Large-Cap, Mid-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.