ETF Comparison: EXSA vs EUNW
ETF 说明
EXSA - iShares STOXX Europe 600 UCITS ETF (DE)
The iShares STOXX Europe 600 UCITS ETF (DE) tracks the STOXX Europe 600 index, providing exposure to the 600 largest European companies. With a low expense ratio of 0.20% p.a., this ETF offers a cost-effective way to invest in the European equity market.
EUNW - iShares EUR High Yield Corporate Bond UCITS ETF EUR (Dist)
The iShares EUR High Yield Corporate Bond UCITS ETF EUR (Dist) is an exchange-traded fund that tracks the iBoxx EUR Liquid High Yield index, providing investors with exposure to a diversified portfolio of high-yield corporate bonds denominated in Euros. The fund's investment strategy focuses on long-only positions, aiming to replicate the performance of the underlying index through a sampling technique. With a total expense ratio of 0.50% per annum, the ETF offers a cost-effective way to access the European high-yield corporate bond market.
比较表
| EXSA | EUNW | |
|---|---|---|
| 基金名称 | iShares STOXX Europe 600 UCITS ETF (DE) | iShares EUR High Yield Corporate Bond UCITS ETF EUR (Dist) |
| Fund Provider | BlackRock | BlackRock |
| Index | STOXX Europe 600 | iBoxx® EUR Liquid High Yield |
| Asset Class | Equity | Bonds |
| Listing | EU-listed | EU-listed |
| Expense Ratio | 0.2% | 0.5% |
| Inception Date | 2004-02-13 | 2010-09-03 |
| Number Of Holdings | 604 | 627 |
| Currency | EUR | EUR |
| Distribution Policy | Distributing | Distributing |
| Region | Europe | Europe |
| 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。