SPYH vs. EXV4 - ETF Comparison
SPYH - SPDR MSCI Europe Health Care UCITS ETF
The SPDR MSCI Europe Health Care UCITS ETF is an equity fund that tracks the MSCI Europe Health Care 20/35 Capped index, providing exposure to large and mid-cap European companies from the health care sector. With a low expense ratio of 0.18%, it offers a cost-effective way to invest in the European health care market.
EXV4 - iShares STOXX Europe 600 Health Care UCITS ETF (DE)
The iShares STOXX Europe 600 Health Care UCITS ETF (DE) is an equity fund that tracks the STOXX Europe 600 Health Care index, providing exposure to the European health care sector. With a total expense ratio of 0.46%, the fund replicates the performance of the underlying index through full replication and distributes dividends to investors at least annually.
| SPYH | EXV4 | |
|---|---|---|
| Fund Name | SPDR MSCI Europe Health Care UCITS ETF | iShares STOXX Europe 600 Health Care UCITS ETF (DE) |
| Fund Provider | State Street | BlackRock |
| Index | MSCI Europe Health Care 20/35 Capped | STOXX® Europe 600 Health Care |
| Asset Class | Equity | Equity |
| Listing | EU-listed | EU-listed |
| Expense Ratio | 0.18% | 0.46% |
| Inception Date | 2014-12-05 | 2001-04-25 |
| Number Of Holdings | 41 | 53 |
| Currency | EUR | EUR |
| Distribution Policy | Accumulating | Distributing |
| Region | Europe | Europe |
| Sector | Healthcare | Healthcare |
| Sector Detail | Health Care | Health Care |
| 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.