WELJ vs. QDVK - ETF Comparison
WELJ - Amundi S&P Global Consumer Discretionary ESG UCITS ETF DR EUR (A)
The Amundi S&P Global Consumer Discretionary ESG UCITS ETF DR EUR (A) is an exchange-traded fund that tracks the S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Consumer Discretionary index, focusing on large and mid-cap companies from the consumer discretionary sector with a strong emphasis on environmental, social, and corporate governance (ESG) criteria. The fund is domiciled in Ireland, has a total expense ratio of 0.18%, and distributes dividends by accumulating and reinvesting them.
QDVK - iShares S&P 500 Consumer Discretionary Sector UCITS ETF (Acc)
The iShares S&P 500 Consumer Discretionary Sector UCITS ETF (Acc) is an equity fund that tracks the S&P 500 Capped 35/20 Consumer Discretionary index, providing exposure to the US consumer discretionary sector. The fund uses a full replication strategy to track the performance of the underlying index, accumulating and reinvesting dividends. With a low expense ratio of 0.15%, this fund is suitable for investors seeking long-term growth in the consumer discretionary sector.
| WELJ | QDVK | |
|---|---|---|
| Fund Name | Amundi S&P Global Consumer Discretionary ESG UCITS ETF DR EUR (A) | iShares S&P 500 Consumer Discretionary Sector UCITS ETF (Acc) |
| Fund Provider | Amundi | BlackRock |
| Index | S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Consumer Discretionary | S&P 500 Capped 35/20 Consumer Discretionary |
| Asset Class | Equity | Equity |
| Listing | EU-listed | EU-listed |
| Expense Ratio | 0.18% | 0.15% |
| Inception Date | 2022-09-20 | 2015-11-20 |
| Number Of Holdings | 135 | 52 |
| Currency | EUR | USD |
| Distribution Policy | Accumulating | Accumulating |
| Region | Global | United States |
| Market Cap | Blend | Large-Cap |
| Sector | Consumer Discretionary | Consumer Discretionary |
| 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.