VUAA vs. VGEU - ETF Comparison
VUAA - Vanguard S&P 500 UCITS ETF (USD) Accumulating
The Vanguard S&P 500 UCITS ETF (USD) Accumulating tracks the S&P 500 index, which comprises the 500 largest US stocks. The fund employs a full replication strategy, accumulating and reinvesting dividends to provide long-term capital growth. With a low expense ratio of 0.07%, it offers a cost-effective way to invest in the US equity market.
VGEU - Vanguard FTSE Developed Europe UCITS ETF Distributing
The Vanguard FTSE Developed Europe UCITS ETF Distributing tracks the FTSE Developed Europe index, providing exposure to large and mid-cap stocks from developed countries in Europe. With a low expense ratio of 0.10% p.a., it is a cost-effective way to invest in the European equity market.
| VUAA | VGEU | |
|---|---|---|
| Fund Name | Vanguard S&P 500 UCITS ETF (USD) Accumulating | Vanguard FTSE Developed Europe UCITS ETF Distributing |
| Fund Provider | Vanguard | Vanguard |
| Index | S&P 500 | FTSE Developed Europe |
| Asset Class | Equity | Equity |
| Listing | EU-listed | EU-listed |
| Expense Ratio | 0.07% | 0.1% |
| Inception Date | 2019-05-14 | 2013-05-21 |
| Number Of Holdings | 495 | 542 |
| Currency | USD | EUR |
| Distribution Policy | Accumulating | Distributing |
| Region | United States | Europe |
| Market Cap | Large-Cap | 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.