VGEJ vs. SXR1 - ETF Comparison
VGEJ - Vanguard FTSE Developed Asia Pacific ex Japan UCITS ETF Distributing
The Vanguard FTSE Developed Asia Pacific ex Japan UCITS ETF Distributing tracks the FTSE Developed Asia Pacific ex Japan index, providing exposure to large and mid-cap stocks from developed countries in the Asia Pacific region, excluding Japan. With a low expense ratio of 0.15%, this ETF offers a cost-effective way to invest in the region.
SXR1 - iShares Core MSCI Pacific ex Japan UCITS ETF (Acc)
The iShares Core MSCI Pacific ex Japan UCITS ETF (Acc) is a large-cap equity fund that tracks the MSCI Pacific ex Japan index, providing exposure to developed markets in the Pacific region excluding Japan. The fund aims to replicate the performance of the underlying index through full replication, with a low expense ratio of 0.20% p.a.. The ETF distributes dividends by accumulating and reinvesting them, and is domiciled in Ireland.
| VGEJ | SXR1 | |
|---|---|---|
| Fund Name | Vanguard FTSE Developed Asia Pacific ex Japan UCITS ETF Distributing | iShares Core MSCI Pacific ex Japan UCITS ETF (Acc) |
| Fund Provider | Vanguard | BlackRock |
| Index | FTSE Developed Asia Pacific ex Japan | MSCI Pacific ex Japan |
| Asset Class | Equity | Equity |
| Listing | EU-listed | EU-listed |
| Expense Ratio | 0.15% | 0.2% |
| Inception Date | 2013-05-21 | 2010-01-12 |
| Number Of Holdings | 390 | 115 |
| Currency | USD | USD |
| Distribution Policy | Distributing | Accumulating |
| Region | Asia-Pacific | Asia-Pacific |
| Market Cap | Blend | Large-Cap |
| 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.