ETF Comparison: FTEC vs ONEQ
ETF 说明
FTEC - Fidelity MSCI Information Technology Index ETF
The Fidelity MSCI Information Technology Index ETF provides broad exposure to the US information technology sector, tracking the MSCI USA IMI Information Technology 25/50 Index. With a low expense ratio of 0.08%, it offers a cost-effective way to invest in over 290 technology companies, including giants like Apple, Microsoft, and Intel. The fund is suitable for investors seeking long-term growth in the technology sector.
ONEQ - Fidelity Nasdaq Composite Index ETF
The Fidelity Nasdaq Composite Index ETF provides broad-based exposure to the US equity market, tracking the NASDAQ Composite Index. With over 2,000 holdings, it offers a diversified portfolio with a strong tilt towards technology. This ETF is suitable for investors seeking large-cap growth exposure with a focus on the US market, but may not be suitable as a standalone holding due to its sector bias.
比较表
| FTEC | ONEQ | |
|---|---|---|
| 基金名称 | Fidelity MSCI Information Technology Index ETF | Fidelity Nasdaq Composite Index ETF |
| Fund Provider | Fidelity | Fidelity |
| Index | MSCI USA IMI Information Technology 25/50 Index | NASDAQ Composite Index |
| Asset Class | Equity | Equity |
| Listing | US-listed | US-listed |
| Expense Ratio | 0.08% | 0.21% |
| Inception Date | 2013-10-21 | 2003-09-25 |
| Number Of Holdings | 294 | 1009 |
| Region | United States | United States |
| Investment Style | Growth | Growth |
| Market Cap | Large-Cap | Large-Cap |
| Sector | Technology | Technology |
| 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。