XZW0 vs. XSXD - ETF Comparison
XZW0 - Xtrackers MSCI World ESG UCITS ETF 1C
The Xtrackers MSCI World ESG UCITS ETF 1C is an equity fund that tracks the MSCI World Low Carbon SRI Leaders index, investing in large- and mid-cap securities from developed markets worldwide with low carbon emissions and high ESG ratings.
XSXD - Xtrackers S&P 500 Swap UCITS ETF 1D
The Xtrackers S&P 500 Swap UCITS ETF 1D tracks the S&P 500 index, which comprises the 500 largest US stocks. This equity ETF uses a synthetic replication method with a swap and distributes dividends annually. With a total expense ratio of 0.07% p.a., it offers a cost-effective way to invest in the US market.
| XZW0 | XSXD | |
|---|---|---|
| Fund Name | Xtrackers MSCI World ESG UCITS ETF 1C | Xtrackers S&P 500 Swap UCITS ETF 1D |
| Fund Provider | Deutsche Bank | Deutsche Bank |
| Index | MSCI World Low Carbon SRI Leaders | S&P 500 |
| Asset Class | Equity | Equity |
| Listing | EU-listed | EU-listed |
| Expense Ratio | 0.2% | 0.07% |
| Inception Date | 2018-04-24 | 2022-06-08 |
| Currency | USD | USD |
| Distribution Policy | Accumulating | Distributing |
| 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.