WUCT vs. SLVO - ETF Comparison
WUCT - ETRACS Whitney U.S. Critical Technologies ETN
The ETRACS Whitney U.S. Critical Technologies ETN is an exchange-traded note that tracks the Solactive Whitney U.S. Critical Technologies Index, providing investors with exposure to a broad range of critical technologies in the US market.
SLVO - UBS AG ETRACS Silver Shares Covered Call ETNs due April 21, 2033
The UBS AG ETRACS Silver Shares Covered Call ETNs due April 21, 2033 is an exchange-traded note that tracks the performance of the Credit Suisse NASDAQ Silver FLOWS 106 Index, providing investors with exposure to the precious metals market, specifically silver. The fund employs a buy-write strategy and has a fixed weighting scheme.
| WUCT | SLVO | |
|---|---|---|
| Fund Name | ETRACS Whitney U.S. Critical Technologies ETN | UBS AG ETRACS Silver Shares Covered Call ETNs due April 21, 2033 |
| Fund Provider | UBS | UBS |
| Index | Solactive Whitney U.S. Critical Technologies Index - Benchmark TR Net | Credit Suisse NASDAQ Silver FLOWS 106 Index |
| Asset Class | Equity | Multi-Asset |
| Listing | US-listed | US-listed |
| Expense Ratio | 0.55% | 0.65% |
| Inception Date | 2023-03-27 | 2013-04-16 |
| Currency | USD | USD |
| Region | United States | United States |
| Investment Style | Blend | Blend |
| Market Cap | Blend | Blend |
| Sector | Technology | Materials |
| Sector Detail | Technology - Broad | Precious Metals |
| 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.