PJS1 vs. IS03 - ETF Comparison
PJS1 - PIMCO Euro Short Maturity UCITS ETF Dist
The PIMCO Euro Short Maturity UCITS ETF Dist is an actively managed bond ETF that invests in a diversified portfolio of euro-denominated fixed income securities with maturities of up to 3 years, with a focus on investment-grade rated securities that meet environmental, social, and corporate governance (ESG) criteria.
IS03 - iShares US Aggregate Bond UCITS ETF (Acc)
The iShares US Aggregate Bond UCITS ETF (Acc) is a bond ETF that tracks the Bloomberg US Aggregate Bond index, providing exposure to a diversified portfolio of USD-denominated fixed-rate bonds, including Treasuries, government-related, securitised, and corporate securities with an investment-grade rating.
| PJS1 | IS03 | |
|---|---|---|
| Fund Name | PIMCO Euro Short Maturity UCITS ETF Dist | iShares US Aggregate Bond UCITS ETF (Acc) |
| Fund Provider | PIMCO | BlackRock |
| Index | PIMCO Euro Short Maturity | Bloomberg US Aggregate Bond |
| Asset Class | Bonds | Bonds |
| Listing | EU-listed | EU-listed |
| Expense Ratio | 0.35% | 0.25% |
| Inception Date | 2011-01-11 | 2017-04-13 |
| Number Of Holdings | 313 | 8747 |
| Currency | EUR | USD |
| Distribution Policy | Distributing | Accumulating |
| Region | Europe | United States |
| Sector | Financials | Financials |
| Bond Type | Broad Market | Broad Market |
| Leveraged | Non-leveraged | Non-leveraged |
Select Timeframe
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.