ETF Comparison: H4ZR vs CAHUSA
ETF 說明
H4ZR - HSBC MSCI Canada UCITS ETF USD
The HSBC MSCI Canada UCITS ETF USD is an equity exchange-traded fund that tracks the MSCI Canada index, providing exposure to the largest and most liquid Canadian stocks. With a total expense ratio of 0.35% p.a., the fund uses a full replication strategy to replicate the performance of the underlying index. The ETF distributes dividends semi-annually and has approximately 31 million euros in assets under management.
CAHUSA - UBS ETF (LU) MSCI Canada UCITS ETF (hedged to USD) A-acc
The UBS ETF (LU) MSCI Canada UCITS ETF (hedged to USD) A-acc is an equity fund that tracks the MSCI Canada (USD Hedged) index, providing exposure to the largest and most liquid Canadian stocks. The fund is currency hedged to US-Dollar (USD) and has a total expense ratio of 0.36% p.a.. It uses a full replication strategy to track the underlying index and accumulates dividends for reinvestment.
比較表
| H4ZR | CAHUSA | |
|---|---|---|
| 基金名稱 | HSBC MSCI Canada UCITS ETF USD | UBS ETF (LU) MSCI Canada UCITS ETF (hedged to USD) A-acc |
| Fund Provider | HSBC | UBS |
| Index | MSCI Canada | MSCI Canada (USD Hedged) |
| Asset Class | Equity | Equity |
| Listing | EU-listed | EU-listed |
| Expense Ratio | 0.35% | 0.36% |
| Inception Date | 2011-02-23 | 2015-02-27 |
| Number Of Holdings | 87 | 88 |
| Currency | USD | USD |
| Distribution Policy | Distributing | Accumulating |
| Region | Canada | Canada |
| 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。