US37 vs. XUT7 - ETF Comparison
US37 - Amundi US Treasury Bond 3-7Y UCITS ETF Dist
The Amundi US Treasury Bond 3-7Y UCITS ETF Dist is an exchange-traded fund that tracks the Bloomberg US 3-7 Year Treasury Bond index, investing in US Dollar denominated government bonds issued by the US Treasury with a time to maturity of 3-7 years and a high credit rating of AAA. The fund offers a low-cost solution with a total expense ratio of 0.06% per annum and distributes interest income annually.
XUT7 - Xtrackers II US Treasuries 3-7 UCITS ETF 1D
The Xtrackers II US Treasuries 3-7 UCITS ETF 1D is an exchange-traded fund that tracks the Bloomberg US 3-7 Year Treasury Bond index, providing exposure to US Dollar-denominated government bonds issued by the US Treasury with a time to maturity of 3-7 years and a AAA rating. The fund has a low expense ratio of 0.06% and distributes interest income annually.
| US37 | XUT7 | |
|---|---|---|
| Fund Name | Amundi US Treasury Bond 3-7Y UCITS ETF Dist | Xtrackers II US Treasuries 3-7 UCITS ETF 1D |
| Fund Provider | Amundi | Deutsche Bank |
| Index | Bloomberg US 3-7 Year Treasury Bond | Bloomberg US 3-7 Year Treasury Bond |
| Asset Class | Bonds | Bonds |
| Listing | EU-listed | EU-listed |
| Expense Ratio | 0.06% | 0.06% |
| Inception Date | 2010-11-10 | 2023-12-06 |
| Number Of Holdings | 96 | 96 |
| Currency | USD | USD |
| Distribution Policy | Distributing | Distributing |
| Region | United States | United States |
| Bond Type | Government Bonds | Government Bonds |
| 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.