SPPW vs. SYBD - ETF Comparison
SPPW - SPDR MSCI World UCITS ETF
The SPDR MSCI World UCITS ETF is a large, accumulating equity fund that tracks the MSCI World index, providing exposure to developed markets worldwide. It uses a sampling technique to replicate the performance of the underlying index, with a low expense ratio of 0.12% p.a.
SYBD - SPDR Bloomberg 0-3 Year Euro Corporate Bond UCITS ETF
The SPDR Bloomberg 0-3 Year Euro Corporate Bond UCITS ETF is an exchange-traded fund that tracks the Bloomberg Euro Corporate Bond 0-3 index, providing investors with exposure to Euro-denominated corporate bonds with a time to maturity of 0-3 years and an investment-grade rating. The fund is designed to provide regular income through semi-annual distributions and has a low expense ratio of 0.2%.
| SPPW | SYBD | |
|---|---|---|
| Fund Name | SPDR MSCI World UCITS ETF | SPDR Bloomberg 0-3 Year Euro Corporate Bond UCITS ETF |
| Fund Provider | State Street | State Street |
| Index | MSCI World | Bloomberg Euro Corporate Bond 0-3 |
| Asset Class | Equity | Bonds |
| Listing | EU-listed | EU-listed |
| Expense Ratio | 0.12% | 0.2% |
| Inception Date | 2019-02-28 | 2013-08-27 |
| Number Of Holdings | 1413 | 1512 |
| Currency | USD | EUR |
| Distribution Policy | Accumulating | Distributing |
| Region | Global | Europe |
| 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.