SPYT vs. ZPDK - ETF Comparison
SPYT - SPDR MSCI Europe Communication Services UCITS ETF
The SPDR MSCI Europe Communication Services UCITS ETF is an exchange-traded fund that tracks the MSCI Europe Communication Services 20/35 Capped index, providing investors with exposure to large and mid-cap stocks in the Communication Services sector across Europe. The fund adopts a long-only strategy and has a total expense ratio of 0.18% p.a.
ZPDK - SPDR S&P U.S. Communication Services Select Sector UCITS ETF
The SPDR S&P U.S. Communication Services Select Sector UCITS ETF is an equity fund that tracks the S&P Communication Services Select Sector Daily Capped 25/20 index, providing exposure to US communications service companies within the S&P 500 Index. The fund has a total expense ratio of 0.15% and follows a long-only strategy, accumulating and reinvesting dividends.
| SPYT | ZPDK | |
|---|---|---|
| Fund Name | SPDR MSCI Europe Communication Services UCITS ETF | SPDR S&P U.S. Communication Services Select Sector UCITS ETF |
| Fund Provider | State Street | State Street |
| Index | MSCI Europe Communication Services 20/35 Capped | S&P Communication Services Select Sector Daily Capped 25/20 |
| Asset Class | Equity | Equity |
| Listing | EU-listed | EU-listed |
| Expense Ratio | 0.18% | 0.15% |
| Inception Date | 2014-12-05 | 2018-08-15 |
| Number Of Holdings | 23 | 22 |
| Currency | EUR | USD |
| Distribution Policy | Accumulating | Accumulating |
| Region | Europe | United States |
| Investment Style | Blend | Blend |
| Market Cap | Blend | Large-Cap |
| Sector | Communication Services | Communication Services |
| Sector Detail | Telecommunications | Telecommunications |
| 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.