ETF Comparison: AAPX vs AAPU
ETF 說明
AAPX - T-Rex 2X Long Apple Daily Target ETF
The AAPX ETF is a leveraged equity fund that seeks to provide daily investment results, before fees and expenses, of 2 times the performance of Apple Inc. The fund is actively managed and focuses on the technology hardware storage and peripheral sector, providing investors with a concentrated exposure to this specific area of the market.
AAPU - Direxion Daily AAPL Bull 2X Shares
The Direxion Daily AAPL Bull 2X Shares ETF provides 2x daily leveraged exposure to Apple Inc., a large-cap technology company in the United States. The fund is designed for investors seeking aggressive growth and is managed by Rafferty Asset Management.
比較表
| AAPX | AAPU | |
|---|---|---|
| 基金名稱 | T-Rex 2X Long Apple Daily Target ETF | Direxion Daily AAPL Bull 2X Shares |
| Fund Provider | Tuttle Capital Management LLC | Rafferty Asset Management |
| Index | Active (No Index) | Apple Inc. (150%) |
| Asset Class | Equity | Equity |
| Listing | US-listed | US-listed |
| Expense Ratio | 1.05% | 1.04% |
| Inception Date | 2024-01-11 | 2022-08-09 |
| Number Of Holdings | 2 | 2 |
| Currency | USD | USD |
| Region | United States | United States |
| Investment Style | Growth | Growth |
| Market Cap | Large-Cap | Large-Cap |
| Sector | Technology | Technology |
| Sector Detail | Hardware | Hardware |
| Leveraged | Leveraged | Leveraged |
回測選項
摘要
關鍵指標
績效指標
風險指標
詳細報酬
績效分析
績效分析透過累積報酬、年底（EoY）報酬及 Sharpe 比率、Sortino 比率等風險調整指標，評估歷史資料以衡量投資策略報酬。這有助於投資人在不同市場條件下評估絕對和相對績效。
累積報酬
年底報酬表
年底報酬
風險分析
風險分析是指對可能導致資本損失的潛在負面事件進行評估。進行風險分析有助於決定是否應進行投資。這是透過回撤、波動率和 Beta 等風險指標來完成的，這些指標反映了利益相關者對投資策略一致性的信心。
回撤
回撤表
Monte Carlo 模擬
Monte Carlo 模擬是一種統計方法，透過從歷史資產價格資料中隨機抽樣產生大量潛在結果，用以預測投資組合報酬。它協助投資人評估各種市場條件下投資組合的潛在風險和報酬。模擬考慮初始投資，並可選擇性地模擬現金流情境，如固定投入、固定提款或比例提款。
重要提示：透過 Monte Carlo 模擬產生的預測純屬假設性質，不保證未來報酬。投資決策應考量多種因素，過去表現不代表未來結果。