ZPDE vs. XDW0 - ETF Comparison
ZPDE - SPDR S&P US Energy Select Sector UCITS ETF
The SPDR S&P US Energy Select Sector UCITS ETF is an exchange-traded fund that tracks the S&P Energy Select Sector index, providing exposure to the US energy sector. With a low expense ratio of 0.15%, the fund aims to replicate the performance of the underlying index through full replication. The ETF is a large fund with approximately $882 million in assets under management, and it has been listed since July 2015.
XDW0 - Xtrackers MSCI World Energy UCITS ETF 1C
The Xtrackers MSCI World Energy UCITS ETF 1C is an exchange-traded fund that tracks the MSCI World Energy index, providing exposure to the energy sector of developed markets worldwide. The fund employs a sampling technique to replicate the performance of the underlying index and has a total expense ratio of 0.25% per annum. The ETF distributes dividends by accumulating and reinvesting them, and has a large asset base of approximately 995 million euros.
| ZPDE | XDW0 | |
|---|---|---|
| Fund Name | SPDR S&P US Energy Select Sector UCITS ETF | Xtrackers MSCI World Energy UCITS ETF 1C |
| Fund Provider | State Street | Deutsche Bank |
| Index | S&P Energy Select Sector | MSCI World Energy |
| Asset Class | Equity | Equity |
| Listing | EU-listed | EU-listed |
| Expense Ratio | 0.15% | 0.25% |
| Inception Date | 2015-07-07 | 2016-03-09 |
| Number Of Holdings | 22 | 57 |
| Currency | USD | USD |
| Distribution Policy | Accumulating | Accumulating |
| Region | United States | Global |
| Sector | Energy | Energy |
| 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.