ETF Comparison: EIS vs ITEQ
ETF 说明
EIS - iShares MSCI Israel ETF
The iShares MSCI Israel ETF provides diversified exposure to the Israeli equity market, with a focus on mega-cap firms. This fund can be used as a complement to developed market funds or for investors who are bullish on the Israeli economy.
ITEQ - Amplify BlueStar Israel Technology ETF
The Amplify BlueStar Israel Technology ETF is an exchange-traded fund that tracks the BlueStar Israel Global Technology Index, providing investors with exposure to a diversified portfolio of Israeli technology companies.
比较表
| EIS | ITEQ | |
|---|---|---|
| 基金名称 | iShares MSCI Israel ETF | Amplify BlueStar Israel Technology ETF |
| Fund Provider | BlackRock | Amplify Investments |
| Index | MSCI Israel Capped Investable Market Index | BlueStar Israel Global Technology Index |
| Asset Class | Equity | Equity |
| Listing | US-listed | US-listed |
| Expense Ratio | 0.59% | 0.75% |
| Inception Date | 2008-03-26 | 2015-11-02 |
| Number Of Holdings | 106 | 55 |
| Region | Israel | Israel |
| Investment Style | Blend | Blend |
| 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。