XUHC vs. QDVG - ETF Comparison
XUHC - Xtrackers MSCI USA Health Care UCITS ETF 1D
The Xtrackers MSCI USA Health Care UCITS ETF 1D is an equity fund that tracks the MSCI USA Health Care index, providing exposure to large and medium-sized US healthcare companies. With a low expense ratio of 0.12%, the fund distributes dividends annually and has a long-only investment strategy.
QDVG - iShares S&P 500 Health Care Sector UCITS ETF (Acc)
The iShares S&P 500 Health Care Sector UCITS ETF (Acc) tracks the S&P 500 Capped 35/20 Health Care index, providing exposure to the US health care sector. The ETF uses a full replication strategy to track the index, which is capped to prevent over-concentration in individual stocks. With a low expense ratio of 0.15%, this ETF offers a cost-effective way to invest in the US health care sector.
| XUHC | QDVG | |
|---|---|---|
| Fund Name | Xtrackers MSCI USA Health Care UCITS ETF 1D | iShares S&P 500 Health Care Sector UCITS ETF (Acc) |
| Fund Provider | Deutsche Bank | BlackRock |
| Index | MSCI USA Health Care | S&P 500 Capped 35/20 Health Care |
| Asset Class | Equity | Equity |
| Listing | EU-listed | EU-listed |
| Expense Ratio | 0.12% | 0.15% |
| Inception Date | 2017-09-12 | 2015-11-20 |
| Number Of Holdings | 74 | 64 |
| Currency | USD | USD |
| Distribution Policy | Distributing | Accumulating |
| Region | United States | United States |
| Investment Style | Blend | Blend |
| Market Cap | Large-Cap | Large-Cap |
| Sector | Healthcare | Healthcare |
| Sector Detail | Health Care | Health Care |
| 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.