V3YA vs. XDND - ETF Comparison
V3YA - Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating
The Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating is an equity fund that tracks the FTSE North America All Cap Choice index, focusing on large, mid, and small-cap stocks from developed North American countries (Canada and United States) with ESG criteria. The fund aims to provide long-term growth while adhering to environmental, social, and corporate governance standards.
XDND - Xtrackers MSCI North America High Dividend Yield UCITS ETF 1C
The Xtrackers MSCI North America High Dividend Yield UCITS ETF 1C is an equity fund that tracks the MSCI North America High Dividend Yield index, focusing on large and mid-sized companies in North America with high and sustainable dividend yields. The fund has a total expense ratio of 0.39% and distributes dividends on an accumulating basis.
| V3YA | XDND | |
|---|---|---|
| Fund Name | Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating | Xtrackers MSCI North America High Dividend Yield UCITS ETF 1C |
| Fund Provider | Vanguard | Deutsche Bank |
| Index | FTSE North America All Cap Choice | MSCI North America High Dividend Yield |
| Asset Class | Equity | Equity |
| Listing | EU-listed | EU-listed |
| Expense Ratio | 0.12% | 0.39% |
| Inception Date | 2022-08-16 | 2014-01-29 |
| Number Of Holdings | 1528 | 177 |
| Currency | USD | USD |
| Distribution Policy | Accumulating | Accumulating |
| Region | North America | North America |
| Market Cap | Blend | Blend |
| 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.