ETF Comparison: PFFA vs BIZD
ETF 说明
PFFA - Virtus InfraCap U.S. Preferred Stock ETF
The Virtus InfraCap U.S. Preferred Stock ETF is an actively managed exchange-traded fund that invests in a diversified portfolio of preferred stocks and convertible bonds issued by U.S. corporations, aiming to provide income and capital appreciation.
BIZD - VanEck BDC Income ETF
The VanEck BDC Income ETF is an exchange-traded fund that tracks the MarketVector US Business Development Companies Liquid Index, providing investors with exposure to a diversified portfolio of US-based business development companies. The fund offers a blend of growth and income potential, with a focus on the financial sector, particularly asset management and custody banks.
比较表
| PFFA | BIZD | |
|---|---|---|
| 基金名称 | Virtus InfraCap U.S. Preferred Stock ETF | VanEck BDC Income ETF |
| Fund Provider | Virtus Investment Partners | VanEck |
| Index | Active (No Index) | MarketVector US Business Development Companies Liquid Index |
| Asset Class | Equity | Equity |
| Listing | US-listed | US-listed |
| Expense Ratio | 2.52% | 11.17% |
| Inception Date | 2018-05-15 | 2013-02-11 |
| Number Of Holdings | 188 | 27 |
| Currency | USD | USD |
| Region | United States | United States |
| Investment Style | Blend | Blend |
| Market Cap | Micro-Cap | Micro-Cap |
| Sector | Financials | Financials |
| Sector Detail | Preferred Stock | Banks |
| Leveraged | 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。