XSX7 vs. ETSZ - ETF Comparison
XSX7 - Xtrackers Stoxx Europe 600 UCITS ETF 1D
The Xtrackers Stoxx Europe 600 UCITS ETF 1D is an equity fund that tracks the STOXX Europe 600 index, comprising the 600 largest European companies. With a low expense ratio of 0.07%, it is a cost-effective way to gain exposure to the European market. The fund distributes dividends quarterly and has a long-only strategy, aiming to replicate the performance of the underlying index through full replication.
ETSZ - BNP Paribas Easy STOXX Europe 600 UCITS ETF
The BNP Paribas Easy STOXX Europe 600 UCITS ETF is an exchange-traded fund that tracks the STOXX Europe 600 index, which comprises the 600 largest European companies. The fund uses a synthetic replication method with a swap and has a total expense ratio of 0.20% per annum. The ETF accumulates and reinvests dividends, and it is domiciled in France with assets under management of approximately €710 million.
| XSX7 | ETSZ | |
|---|---|---|
| Fund Name | Xtrackers Stoxx Europe 600 UCITS ETF 1D | BNP Paribas Easy STOXX Europe 600 UCITS ETF |
| Fund Provider | Deutsche Bank | BNP Paribas |
| Index | STOXX Europe 600 | STOXX Europe 600 |
| Asset Class | Equity | Equity |
| Listing | EU-listed | EU-listed |
| Expense Ratio | 0.07% | 0.2% |
| Inception Date | 2023-03-08 | 2013-09-16 |
| Currency | EUR | EUR |
| Distribution Policy | Distributing | Accumulating |
| Region | Europe | Europe |
| 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.