ETF Comparison: EPP vs BBAX
ETF 说明
EPP - iShares MSCI Pacific ex Japan ETF
The iShares MSCI Pacific ex Japan ETF provides investors with a way to tap into the Asia Pacific region, excluding Japan. This ETF offers a broad-based exposure to developed Asia Pacific economies, with a focus on large-cap stocks. It can be a useful tool for investors looking to fine-tune their international equity exposure, avoiding Japan in favor of more promising economies. The fund is dominated by Australian equities and has a bias towards large-cap and mega-cap stocks, with significant allocations to the banking sector.
BBAX - JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF
The JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF is a low-cost equity fund that tracks a market-cap weighted index of large- and mid-cap stocks in developed markets in Asia, excluding Japan. It provides investors with a broad-based exposure to the region, while avoiding the potential drag of Japan's low growth rates and rising debt burdens.
比较表
| EPP | BBAX | |
|---|---|---|
| 基金名称 | iShares MSCI Pacific ex Japan ETF | JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF |
| Fund Provider | BlackRock | JPMorgan Chase |
| Index | MSCI Pacific ex-Japan Index | Morningstar Developed Asia Pacific ex-Japan Target Market Exposure Index |
| Asset Class | Equity | Equity |
| Listing | US-listed | US-listed |
| Expense Ratio | 0.48% | 0.19% |
| Inception Date | 2001-10-25 | 2018-08-07 |
| Number Of Holdings | 108 | 111 |
| Region | Asia-Pacific | Asia-Pacific |
| 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。