XAMB vs. LYP7 - ETF Comparison
XAMB - Amundi MSCI World SRI Climate Net Zero Ambition PAB UCITS ETF Acc
The Amundi MSCI World SRI Climate Net Zero Ambition PAB UCITS ETF Acc is an equity fund that tracks the MSCI World SRI Filtered PAB index, focusing on companies with high Environmental, Social and Governance (ESG) ratings from developed markets worldwide. The fund excludes companies with significant non-sustainable activities and takes into account EU climate protection directives. It has a low expense ratio of 0.18% and a large asset base of EUR 3,887 million.
LYP7 - Amundi S&P 500 II UCITS ETF Acc
The Amundi S&P 500 II UCITS ETF Acc tracks the S&P 500 index, providing exposure to the 500 largest US stocks. With a low expense ratio of 0.05%, this ETF offers a cost-effective way to invest in the US equity market. The fund is accumulating, meaning dividends are reinvested in the ETF, and has a long-only strategy.
| XAMB | LYP7 | |
|---|---|---|
| Fund Name | Amundi MSCI World SRI Climate Net Zero Ambition PAB UCITS ETF Acc | Amundi S&P 500 II UCITS ETF Acc |
| Fund Provider | Amundi | Amundi |
| Index | MSCI World SRI Filtered PAB | S&P 500 |
| Asset Class | Equity | Equity |
| Listing | EU-listed | EU-listed |
| Expense Ratio | 0.18% | 0.05% |
| Inception Date | 2024-01-17 | 2014-12-09 |
| Currency | EUR | EUR |
| Distribution Policy | Accumulating | Accumulating |
| Region | Global | United States |
| 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.