ETF Comparison: RSPR vs PFFR
ETF 说明
RSPR - Invesco S&P 500 Equal Weight Real Estate ETF
The Invesco S&P 500 Equal Weight Real Estate ETF tracks the S&P 500 Equal Weighted / Real Estate - SEC index, providing diversified exposure to large-cap US real estate companies. The fund's equal-weighting scheme aims to reduce concentration risk and provide a more balanced portfolio.
PFFR - InfraCap REIT Preferred ETF
The InfraCap REIT Preferred ETF is an exchange-traded fund that tracks the Indxx REIT Preferred Stock Index, providing investors with exposure to a diversified portfolio of preferred stocks issued by real estate investment trusts (REITs) in the United States. The fund's investment strategy focuses on generating income through dividend payments, with a market capitalization bias towards micro-cap companies.
比较表
| RSPR | PFFR | |
|---|---|---|
| 基金名称 | Invesco S&P 500 Equal Weight Real Estate ETF | InfraCap REIT Preferred ETF |
| Fund Provider | Invesco | Virtus Investment Partners |
| Index | S&P 500 Equal Weighted / Real Estate - SEC | Indxx REIT Preferred Stock Index |
| Asset Class | Equity | Equity |
| Listing | US-listed | US-listed |
| Expense Ratio | 0.40% | 0.45% |
| Inception Date | 2015-08-13 | 2017-02-07 |
| Number Of Holdings | 32 | 110 |
| Currency | USD | USD |
| Region | United States | United States |
| Investment Style | Blend | Blend |
| Market Cap | Large-Cap | Micro-Cap |
| Sector | Real Estate | Real Estate |
| 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。