XESC vs. SC0D - ETF Comparison
XESC - Xtrackers EURO STOXX 50 UCITS ETF 1C
The Xtrackers EURO STOXX 50 UCITS ETF 1C is an exchange-traded fund that tracks the EURO STOXX 50 index, which comprises the 50 largest companies in the eurozone. The fund uses a full replication strategy to replicate the performance of the underlying index, with a low expense ratio of 0.09% per annum. The ETF is accumulating, meaning that dividends are reinvested in the fund, and it has a large asset base of approximately €3,922 million. The fund was launched in 2008 and is domiciled in Luxembourg.
SC0D - Invesco EURO STOXX 50 UCITS ETF
The Invesco EURO STOXX 50 UCITS ETF is an equity fund that tracks the EURO STOXX 50 index, comprising the 50 largest companies in the eurozone. With a low expense ratio of 0.05%, it is a cost-effective option for investors seeking exposure to the European market. The fund uses a synthetic replication strategy and accumulates dividends, reinvesting them in the ETF. Established in 2009, it is a large fund with EUR 658 million in assets under management.
| XESC | SC0D | |
|---|---|---|
| Fund Name | Xtrackers EURO STOXX 50 UCITS ETF 1C | Invesco EURO STOXX 50 UCITS ETF |
| Fund Provider | Deutsche Bank | Invesco |
| Index | EURO STOXX 50 | EURO STOXX 50 |
| Asset Class | Equity | Equity |
| Listing | EU-listed | EU-listed |
| Expense Ratio | 0.09% | 0.05% |
| Inception Date | 2008-08-29 | 2009-03-18 |
| Currency | EUR | EUR |
| Distribution Policy | Accumulating | Accumulating |
| Region | Europe | Europe |
| Market Cap | Large-Cap | 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.