ETF Comparison: AUSAUY vs AUESG
ETF 说明
AUSAUY - UBS ETF (IE) MSCI Australia UCITS ETF (AUD) A-dis
The UBS ETF (IE) MSCI Australia UCITS ETF (AUD) A-dis is an equity fund that tracks the MSCI Australia index, providing exposure to large and mid-cap companies from Australia. The fund has a total expense ratio of 0.40% p.a. and distributes dividends semi-annually.
AUESG - UBS ETF (IE) MSCI Australia ESG Universal Low Carbon Select UCITS ETF (AUD) A-acc
The UBS ETF (IE) MSCI Australia ESG Universal Low Carbon Select UCITS ETF (AUD) A-acc is an equity fund that tracks the MSCI Australia ESG Universal Low Carbon Select 5% Issuer Capped index, focusing on Australian large and mid-cap securities with a robust ESG profile. The fund has a low carbon footprint and aims to provide long-term capital growth.
比较表
| AUSAUY | AUESG | |
|---|---|---|
| 基金名称 | UBS ETF (IE) MSCI Australia UCITS ETF (AUD) A-dis | UBS ETF (IE) MSCI Australia ESG Universal Low Carbon Select UCITS ETF (AUD) A-acc |
| Fund Provider | UBS | UBS |
| Index | MSCI Australia | MSCI Australia ESG Universal Low Carbon Select 5% Issuer Capped |
| Asset Class | Equity | Equity |
| Listing | EU-listed | EU-listed |
| Expense Ratio | 0.4% | 0.43% |
| Inception Date | 2017-09-18 | 2023-04-20 |
| Number Of Holdings | 59 | 51 |
| Currency | AUD | AUD |
| Distribution Policy | Distributing | Accumulating |
| Region | Australia | Australia |
| Market Cap | Blend | Blend |
| 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。