ETF Comparison: IPAC vs DNL
ETF 說明
IPAC - iShares Core MSCI Pacific ETF
The iShares Core MSCI Pacific ETF is a diversified equity fund that tracks the MSCI Pacific Investable Market Index, providing broad exposure to developed markets in the Asia-Pacific region. The fund invests in a range of large-cap companies across various sectors, with a market capitalization-weighted approach. It offers a cost-effective way to access the performance of the Pacific region, making it a suitable option for investors seeking long-term growth.
DNL - WisdomTree Global ex-U.S. Quality Dividend Growth Fund
The WisdomTree Global ex-U.S. Quality Dividend Growth Fund (DNL) is an equity ETF that tracks the performance of dividend-paying companies outside of the US, selected based on growth of earnings and revenue metrics. The fund provides exposure to developed and emerging markets, making it a suitable option for investors seeking international equity exposure. With a focus on total market and a multi-factor strategy, DNL offers a unique investment approach.
比較表
| IPAC | DNL | |
|---|---|---|
| 基金名稱 | iShares Core MSCI Pacific ETF | WisdomTree Global ex-U.S. Quality Dividend Growth Fund |
| Fund Provider | BlackRock | WisdomTree |
| Index | MSCI Pacific Investable Market Index | WisdomTree Global ex-U.S. Quality Dividend Growth Index |
| Asset Class | Equity | Equity |
| Listing | US-listed | US-listed |
| Expense Ratio | 0.09% | 0.42% |
| Inception Date | 2014-06-10 | 2006-06-16 |
| Number Of Holdings | 1461 | 288 |
| Currency | USD | USD |
| Region | Asia-Pacific | Asia-Pacific |
| Investment Style | Blend | Growth |
| 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。