ETF Comparison: CNYA vs FXI
ETF 说明
CNYA - iShares MSCI China A ETF
The iShares MSCI China A ETF is an exchange-traded fund that tracks the MSCI China A Inclusion Index, providing investors with broad exposure to the Chinese equity market. The fund is designed to capture the performance of the Chinese market, with a focus on large-cap companies.
FXI - iShares China Large-Cap ETF
The iShares China Large-Cap ETF provides exposure to the large-cap segment of the Chinese equity market, tracking the FTSE China 50 Net Tax USD Index. With a diverse portfolio of 52 holdings, the fund offers a broad-based investment approach, with a market capitalization-weighted scheme. While it has a high expense ratio, the fund's liquidity and large asset base make it a popular choice for investors seeking Chinese equity exposure.
比较表
| CNYA | FXI | |
|---|---|---|
| 基金名称 | iShares MSCI China A ETF | iShares China Large-Cap ETF |
| Fund Provider | BlackRock | BlackRock |
| Index | MSCI China A Inclusion Index | FTSE China 50 Net Tax USD Index |
| Asset Class | Equity | Equity |
| Listing | US-listed | US-listed |
| Expense Ratio | 0.60% | 0.74% |
| Inception Date | 2016-06-13 | 2004-10-05 |
| Number Of Holdings | 484 | 52 |
| Region | China | China |
| Investment Style | Blend | Blend |
| Market Cap | Large-Cap | Large-Cap |
| 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。