V40A vs. 2TCD - ETF Comparison
V40A - Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating
The Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating is a diversified equity fund that tracks the Vanguard LifeStrategy 40% Equity index, investing 40% in stocks from developed and emerging markets and 60% in bonds from developed and emerging markets, denominated in or currency hedged to Euro.
2TCD - VanEck Multi-Asset Growth Allocation UCITS ETF
The VanEck Multi-Asset Growth Allocation UCITS ETF is a diversified equity fund that tracks a multi-asset index, investing in a mix of developed markets equities, government bonds, corporate bonds, and real estate, with a focus on ESG criteria. The fund aims to provide long-term growth while distributing dividends quarterly.
| V40A | 2TCD | |
|---|---|---|
| Fund Name | Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating | VanEck Multi-Asset Growth Allocation UCITS ETF |
| Fund Provider | Vanguard | VanEck |
| Index | Vanguard LifeStrategy 40% Equity | Multi-Asset Growth Allocation |
| Asset Class | Equity | Equity |
| Listing | EU-listed | EU-listed |
| Expense Ratio | 0.25% | 0.32% |
| Inception Date | 2020-12-08 | 2009-12-14 |
| Number Of Holdings | 14545 | 247 |
| Currency | EUR | EUR |
| Distribution Policy | Accumulating | Distributing |
| Region | Global | Global |
| Investment Style | Blend | Growth |
| Market Cap | Blend | Blend |
| Sector | 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.