ETF Comparison: FXI vs CQQQ
ETF 說明
FXI - iShares China Large-Cap ETF
The iShares China Large-Cap ETF provides exposure to the large-cap segment of the Chinese equity market, tracking the FTSE China 50 Net Tax USD Index. With a diverse portfolio of 52 holdings, the fund offers a broad-based investment approach, with a market capitalization-weighted scheme. While it has a high expense ratio, the fund's liquidity and large asset base make it a popular choice for investors seeking Chinese equity exposure.
CQQQ - Invesco China Technology ETF
The Invesco China Technology ETF provides targeted exposure to the Chinese technology sector, allowing investors to fine-tune their portfolio. This fund can be used as part of a long/short play or as a complement to other ETFs, as the technology sector is often under-represented in China funds.
比較表
| FXI | CQQQ | |
|---|---|---|
| 基金名稱 | iShares China Large-Cap ETF | Invesco China Technology ETF |
| Fund Provider | BlackRock | Invesco |
| Index | FTSE China 50 Net Tax USD Index | FTSE China Incl A 25% Technology Capped Index |
| Asset Class | Equity | Equity |
| Listing | US-listed | US-listed |
| Expense Ratio | 0.74% | 0.65% |
| Inception Date | 2004-10-05 | 2009-12-08 |
| Number Of Holdings | 52 | 151 |
| Region | China | China |
| Investment Style | Blend | Blend |
| Market Cap | Large-Cap | Large-Cap |
| 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。