PABW vs. RSGL - ETF Comparison
PABW - Amundi MSCI World Climate Net Zero Ambition PAB UCITS ETF Acc
The Amundi MSCI World Climate Net Zero Ambition PAB UCITS ETF Acc is an equity fund that tracks the MSCI World Climate Paris Aligned Filtered index, focusing on companies that benefit from the transition to a lower carbon economy. The fund has a global investment scope and a long-only strategy, with a total expense ratio of 0.20% p.a..
RSGL - Amundi Russell 1000 Growth UCITS ETF Acc
The Amundi Russell 1000 Growth UCITS ETF Acc is an exchange-traded fund that tracks the Russell 1000 Growth index, providing exposure to large-cap growth segment of US equities. The fund aims to replicate the performance of the underlying index synthetically with a swap, accumulating and reinvesting dividends. With a total expense ratio of 0.19% p.a., it offers a cost-effective way to invest in the US growth market.
| PABW | RSGL | |
|---|---|---|
| Fund Name | Amundi MSCI World Climate Net Zero Ambition PAB UCITS ETF Acc | Amundi Russell 1000 Growth UCITS ETF Acc |
| Fund Provider | Amundi | Amundi |
| Index | MSCI World Climate Paris Aligned Filtered | Russell 1000® Growth |
| Asset Class | Equity | Equity |
| Listing | EU-listed | EU-listed |
| Expense Ratio | 0.2% | 0.19% |
| Inception Date | 2023-12-04 | 2011-10-27 |
| Currency | USD | USD |
| Distribution Policy | Accumulating | Accumulating |
| Region | Global | United States |
| Investment Style | Growth | Growth |
| Market Cap | Blend | 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.