XMLC vs. ASWC - ETF Comparison
XMLC - L&G Clean Water UCITS ETF
The L&G Clean Water UCITS ETF is an equity fund that tracks the Solactive Clean Water index, investing in companies involved in the international clean water industry. The fund aims to provide exposure to the clean water sector, with a focus on social and environmental responsibility.
ASWC - HANetf Future of Defence UCITS ETF
The HANetf Future of Defence UCITS ETF tracks the EQM NATO+ Future of Defence index, providing exposure to companies worldwide engaged in the military or defense industry. The fund has a total expense ratio of 0.49% and uses a full replication strategy to track the underlying index. The ETF is domiciled in Ireland and has approximately 356 million euros in assets under management.
| XMLC | ASWC | |
|---|---|---|
| Fund Name | L&G Clean Water UCITS ETF | HANetf Future of Defence UCITS ETF |
| Fund Provider | Legal & General | HANetf |
| Index | Solactive Clean Water | EQM NATO+ Future of Defence |
| Asset Class | Equity | Equity |
| Listing | EU-listed | EU-listed |
| Expense Ratio | 0.49% | 0.49% |
| Inception Date | 2019-06-24 | 2023-07-03 |
| Number Of Holdings | 55 | 60 |
| Currency | USD | USD |
| Distribution Policy | Accumulating | Accumulating |
| Region | Global | Global |
| Sector | Industrials | Industrials |
| Sector Detail | Water Resources | Defense |
| 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.