ETF Comparison: EQQQ vs 8PSG
ETF 说明
EQQQ - Invesco EQQQ Nasdaq-100 UCITS ETF
The Invesco EQQQ Nasdaq-100 UCITS ETF is an equity fund that tracks the Nasdaq 100 index, providing exposure to a selection of 100 non-financial stocks listed on the NASDAQ stock exchange. The fund is domiciled in Ireland and has a total expense ratio of 0.30% per annum. It distributes dividends quarterly and has a long-only investment strategy.
8PSG - Invesco Physical Gold A
The Invesco Physical Gold A is a commodity exchange-traded fund (ETF) that tracks the spot price of gold in US Dollar, providing investors with a cost-effective way to gain exposure to the precious metal. The fund is backed by physical holdings of gold and has a total expense ratio of 0.12% per annum.
比较表
| EQQQ | 8PSG | |
|---|---|---|
| 基金名称 | Invesco EQQQ Nasdaq-100 UCITS ETF | Invesco Physical Gold A |
| Fund Provider | Invesco | Invesco |
| Index | Nasdaq 100 | Gold |
| Asset Class | Equity | Commodity |
| Listing | EU-listed | EU-listed |
| Expense Ratio | 0.3% | 0.12% |
| Inception Date | 2002-12-02 | 2009-06-25 |
| Currency | USD | USD |
| Distribution Policy | Distributing | Accumulating |
| Region | United States | Global |
| Sector | Technology | Materials |
| Sector Detail | Technology - Broad | Precious Metals |
| 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。