ETF Comparison: EMUAA vs UIMM
ETF 說明
EMUAA - UBS ETF (LU) MSCI EMU UCITS ETF (EUR) A-acc
The UBS ETF (LU) MSCI EMU UCITS ETF (EUR) A-acc is an equity fund that tracks the MSCI EMU index, providing exposure to large and mid-cap stocks from countries in the European Economic and Monetary Union. With a low expense ratio of 0.12%, it is a cost-effective way to invest in the European market.
UIMM - UBS ETF (LU) MSCI World Socially Responsible UCITS ETF (USD) A-dis
The UBS ETF (LU) MSCI World Socially Responsible UCITS ETF (USD) A-dis is an equity fund that tracks the MSCI World SRI Low Carbon Select 5% Issuer Capped index, focusing on companies with high Environmental, Social and Governance (ESG) ratings from developed markets worldwide. The fund adopts a long-only strategy and distributes dividends semi-annually.
比較表
| EMUAA | UIMM | |
|---|---|---|
| 基金名稱 | UBS ETF (LU) MSCI EMU UCITS ETF (EUR) A-acc | UBS ETF (LU) MSCI World Socially Responsible UCITS ETF (USD) A-dis |
| Fund Provider | UBS | UBS |
| Index | MSCI EMU | MSCI World SRI Low Carbon Select 5% Issuer Capped |
| Asset Class | Equity | Equity |
| Listing | EU-listed | EU-listed |
| Expense Ratio | 0.12% | 0.22% |
| Inception Date | 2016-08-12 | 2011-08-19 |
| Number Of Holdings | 227 | 405 |
| Currency | EUR | USD |
| Distribution Policy | Accumulating | Distributing |
| Region | Europe | Global |
| Market Cap | Blend | Blend |
| Leveraged | Non-leveraged | Non-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。