ZPDD vs. ESIC - ETF Comparison
ZPDD - SPDR S&P US Consumer Discretionary Select Sector UCITS ETF
The SPDR S&P US Consumer Discretionary Select Sector UCITS ETF is an exchange-traded fund that tracks the S&P Consumer Discretionary Select Sector index, providing exposure to the US consumer discretionary sector. The fund uses a full replication strategy to track the performance of the underlying index, accumulating and reinvesting dividends. With a total expense ratio of 0.15%, the fund offers a cost-effective way to invest in the US consumer discretionary sector.
ESIC - iShares MSCI Europe Consumer Discretionary Sector UCITS ETF EUR (Acc)
The iShares MSCI Europe Consumer Discretionary Sector UCITS ETF EUR (Acc) is an equity fund that tracks the MSCI Europe Consumer Discretionary 20/35 Capped index, providing exposure to large and mid-cap European companies from the consumer discretionary sector. The fund has a low expense ratio of 0.18% and uses a full replication strategy to track the underlying index.
| ZPDD | ESIC | |
|---|---|---|
| Fund Name | SPDR S&P US Consumer Discretionary Select Sector UCITS ETF | iShares MSCI Europe Consumer Discretionary Sector UCITS ETF EUR (Acc) |
| Fund Provider | State Street | BlackRock |
| Index | S&P Consumer Discretionary Select Sector | MSCI Europe Consumer Discretionary 20/35 Capped |
| Asset Class | Equity | Equity |
| Listing | EU-listed | EU-listed |
| Expense Ratio | 0.15% | 0.18% |
| Inception Date | 2015-07-07 | 2020-11-17 |
| Number Of Holdings | 52 | 50 |
| Currency | USD | EUR |
| Distribution Policy | Accumulating | Accumulating |
| Region | United States | Europe |
| Sector | Consumer Discretionary | Consumer Discretionary |
| 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.