OP8E vs. CAHCHA - ETF Comparison
OP8E - Ossiam Bloomberg Canada PAB UCITS ETF 1A (EUR)
The Ossiam Bloomberg Canada PAB UCITS ETF 1A (EUR) is an equity fund that tracks the Bloomberg PAB Canada Large & Mid Cap index, focusing on large- and mid-cap Canadian securities with a social and environmental investment approach. The fund aims to reduce greenhouse gas intensity by at least 50 percent compared to the investment universe.
CAHCHA - UBS ETF (LU) MSCI Canada UCITS ETF (hedged to CHF) A-acc
The UBS ETF (LU) MSCI Canada UCITS ETF (hedged to CHF) A-acc is an equity fund that tracks the MSCI Canada (CHF Hedged) index, providing investors with exposure to the largest and most liquid Canadian stocks. The fund is currency hedged to Swiss Francs (CHF) and has a total expense ratio of 0.36% p.a.. It follows a long-only strategy and replicates the performance of the underlying index by full replication.
| OP8E | CAHCHA | |
|---|---|---|
| Fund Name | Ossiam Bloomberg Canada PAB UCITS ETF 1A (EUR) | UBS ETF (LU) MSCI Canada UCITS ETF (hedged to CHF) A-acc |
| Fund Provider | Ossiam | UBS |
| Index | Bloomberg PAB Canada Large & Mid Cap | MSCI Canada (CHF Hedged) |
| Asset Class | Equity | Equity |
| Listing | EU-listed | EU-listed |
| Expense Ratio | 0.29% | 0.36% |
| Inception Date | 2022-06-30 | 2015-01-30 |
| Number Of Holdings | 46 | 88 |
| Currency | EUR | CHF |
| Distribution Policy | Accumulating | Accumulating |
| Region | Canada | Canada |
| 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.