ETF Comparison: UIM9 vs OP8E
ETF 说明
UIM9 - UBS ETF (LU) MSCI Canada UCITS ETF (CAD) A-dis
The UBS ETF (LU) MSCI Canada UCITS ETF (CAD) A-dis is an equity fund that tracks the MSCI Canada index, providing exposure to the largest and most liquid Canadian stocks. With a low expense ratio of 0.33%, it is a cost-effective way to invest in the Canadian market. The fund distributes dividends semi-annually and has a large asset base of 783 million Euros.
OP8E - Ossiam Bloomberg Canada PAB UCITS ETF 1A (EUR)
The Ossiam Bloomberg Canada PAB UCITS ETF 1A (EUR) is an equity fund that tracks the Bloomberg PAB Canada Large & Mid Cap index, focusing on large- and mid-cap Canadian securities with a social and environmental investment approach. The fund aims to reduce greenhouse gas intensity by at least 50 percent compared to the investment universe.
比较表
| UIM9 | OP8E | |
|---|---|---|
| 基金名称 | UBS ETF (LU) MSCI Canada UCITS ETF (CAD) A-dis | Ossiam Bloomberg Canada PAB UCITS ETF 1A (EUR) |
| Fund Provider | UBS | Ossiam |
| Index | MSCI Canada | Bloomberg PAB Canada Large & Mid Cap |
| Asset Class | Equity | Equity |
| Listing | EU-listed | EU-listed |
| Expense Ratio | 0.33% | 0.29% |
| Inception Date | 2009-09-30 | 2022-06-30 |
| Number Of Holdings | 88 | 46 |
| Currency | CAD | EUR |
| Distribution Policy | Distributing | Accumulating |
| Region | Canada | Canada |
| Market Cap | Blend | Large-Cap, Mid-Cap |
| 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。