ETF Comparison: BOTZ vs ARKQ
ETF 说明
BOTZ - Global X Robotics & Artificial Intelligence ETF
The Global X Robotics & Artificial Intelligence ETF provides exposure to companies that benefit from the increasing adoption of automation, robotics, and artificial intelligence. The fund tracks the Indxx Global Robotics & Artificial Intelligence Thematic Index, investing in a diversified portfolio of 45 holdings with a market capitalization-weighted approach.
ARKQ - ARK Autonomous Technology & Robotics ETF
The ARK Autonomous Technology & Robotics ETF is an actively managed fund that invests in companies involved in autonomous technology and robotics, with a focus on energy, automation, manufacturing, materials, and transportation. The fund is managed by ARK Invest, a firm known for its high-conviction bets and impressive track record of beating the market.
比较表
| BOTZ | ARKQ | |
|---|---|---|
| 基金名称 | Global X Robotics & Artificial Intelligence ETF | ARK Autonomous Technology & Robotics ETF |
| Fund Provider | Mirae Asset | ARK Invest |
| Index | Indxx Global Robotics & Artificial Intelligence Thematic Index | Active (No Index) |
| Asset Class | Equity | Equity |
| Listing | US-listed | US-listed |
| Expense Ratio | 0.68% | 0.75% |
| Inception Date | 2016-09-12 | 2014-09-30 |
| Number Of Holdings | 45 | 36 |
| Region | Developed Markets | Developed Markets |
| Investment Style | Blend | Growth |
| Market Cap | Blend | Blend |
| Sector | Technology | Technology |
| Sector Detail | AI & Robotics | AI & Robotics |
| 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。