WTEM vs. IS3R - ETF Comparison
WTEM - WisdomTree Global Quality Dividend Growth UCITS ETF USD Acc
The WisdomTree Global Quality Dividend Growth UCITS ETF USD Acc is an equity ETF that tracks the WisdomTree Global Developed Quality Dividend Growth index, focusing on dividend-paying developed markets stocks with growth characteristics, filtered according to ESG criteria. The ETF uses a fundamentally weighted index and replicates the performance of the underlying index by sampling technique.
IS3R - iShares Edge MSCI World Momentum Factor UCITS ETF (Acc)
The iShares Edge MSCI World Momentum Factor UCITS ETF (Acc) is an equity fund that tracks the MSCI World Momentum index, investing in stocks with high price momentum from 23 developed countries worldwide. The fund aims to provide long-term capital growth by replicating the performance of the underlying index through a sampling technique.
| WTEM | IS3R | |
|---|---|---|
| Fund Name | WisdomTree Global Quality Dividend Growth UCITS ETF USD Acc | iShares Edge MSCI World Momentum Factor UCITS ETF (Acc) |
| Fund Provider | WisdomTree | BlackRock |
| Index | WisdomTree Global Developed Quality Dividend Growth | MSCI World Momentum |
| Asset Class | Equity | Equity |
| Listing | EU-listed | EU-listed |
| Expense Ratio | 0.38% | 0.3% |
| Inception Date | 2016-06-03 | 2014-10-03 |
| Number Of Holdings | 588 | 347 |
| Currency | USD | USD |
| Distribution Policy | Accumulating | Accumulating |
| Region | Global | Global |
| Investment Style | Growth | Growth |
| 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.