ETF Comparison: RCRS vs ES6Y
ETF 说明
RCRS - Rize Cybersecurity and Data Privacy UCITS ETF
The Rize Cybersecurity and Data Privacy UCITS ETF is an equity fund that tracks the Foxberry Tematica Research Cybersecurity & Data Privacy index, investing in global publicly-traded companies that derive a significant proportion of their revenues from the cybersecurity and data privacy sector.
ES6Y - L&G Emerging Cyber Security ESG Exclusions UCITS ETF USD Accumulating
The L&G Emerging Cyber Security ESG Exclusions UCITS ETF USD Accumulating is an exchange-traded fund that tracks the Solactive Emerging Cyber Security index, investing in companies involved in providing cyber security technology and services, with a focus on environmental, social, and corporate governance (ESG) criteria.
比较表
| RCRS | ES6Y | |
|---|---|---|
| 基金名称 | Rize Cybersecurity and Data Privacy UCITS ETF | L&G Emerging Cyber Security ESG Exclusions UCITS ETF USD Accumulating |
| Fund Provider | ARK Invest | Legal & General |
| Index | Foxberry Tematica Research Cybersecurity & Data Privacy | Solactive Emerging Cyber Security |
| Asset Class | Equity | Equity |
| Listing | EU-listed | EU-listed |
| Expense Ratio | 0.45% | 0.49% |
| Inception Date | 2020-02-12 | 2022-09-01 |
| Number Of Holdings | 28 | 38 |
| Currency | USD | USD |
| Distribution Policy | Accumulating | Accumulating |
| Region | Global | Emerging Markets |
| Sector | Technology | Technology |
| Sector Detail | Cybersecurity | Cybersecurity |
| Leveraged | Non-leveraged | Non-leveraged |
回测选项
摘要
关键指标
绩效指标
风险指标
详细报酬
绩效分析
绩效分析透过累积报酬、年底（EoY）报酬及 Sharpe 比率、Sortino 比率等风险调整指标，评估历史资料以衡量投资策略报酬。这有助于投资人在不同市场條件下评估绝对和相对绩效。
累积报酬
年底报酬表
年底报酬
风险分析
风险分析是指对可能导致资本损失的潜在负面事件进行评估。进行风险分析有助于决定是否应进行投资。这是透过回撤、波动率和 Beta 等风险指标来完成的，这些指标反映了利益相关者对投资策略一致性的信心。
回撤
回撤表
Monte Carlo 模拟
Monte Carlo 模拟是一种统计方法，透过从历史资产价格资料中随机抽样产生大量潜在结果，用以预测投资组合报酬。它协助投资人评估各种市场條件下投资组合的潜在风险和报酬。模拟考虑初始投资，并可选择性地模拟现金流情境，如固定投入、固定提款或比例提款。
重要提示：透过 Monte Carlo 模拟产生的预测纯屬假设性質，不保证未来报酬。投资决策应考量多种因素，过去表现不代表未来结果。