ETF Comparison: IS3N vs 10AF
ETF 說明
IS3N - iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc)
The iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc) is a low-cost, large-cap ETF that tracks the MSCI Emerging Markets Investable Market (IMI) index, providing exposure to a diversified portfolio of emerging markets stocks worldwide.
10AF - Amundi Index MSCI Emerging Markets UCITS ETF DR (C)
The Amundi Index MSCI Emerging Markets UCITS ETF DR (C) is an exchange-traded fund that tracks the MSCI Emerging Markets index, providing investors with exposure to stocks from emerging markets worldwide. The fund uses a full replication strategy to track the underlying index, with a low expense ratio of 0.18% p.a. and a large asset base of EUR 3,001 million. The ETF is domiciled in Luxembourg and was launched on May 5, 2017.
比較表
| IS3N | 10AF | |
|---|---|---|
| 基金名稱 | iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc) | Amundi Index MSCI Emerging Markets UCITS ETF DR (C) |
| Fund Provider | BlackRock | Amundi |
| Index | MSCI Emerging Markets Investable Market (IMI) | MSCI Emerging Markets |
| Asset Class | Equity | Equity |
| Listing | EU-listed | EU-listed |
| Expense Ratio | 0.18% | 0.18% |
| Inception Date | 2014-05-30 | 2017-05-05 |
| Number Of Holdings | 3103 | 1405 |
| Currency | USD | EUR |
| Distribution Policy | Accumulating | Accumulating |
| Region | Emerging Markets | Emerging Markets |
| 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。