ETF Comparison: KXI vs VEGN
ETF 說明
KXI - iShares Global Consumer Staples ETF
The iShares Global Consumer Staples ETF provides diversified exposure to the global consumer staples sector, with a focus on large-cap companies in developed markets. The fund tracks the S&P Global 1200 Consumer Staples (Sector) Capped Index, offering a cost-effective way to invest in a broad range of consumer staples companies around the world.
VEGN - US Vegan Climate ETF
The US Vegan Climate ETF is an equity fund that tracks the US Vegan Climate Index, focusing on large-cap growth equities in the United States. The fund invests in companies that align with vegan and climate-conscious principles, using a market capitalization weighting scheme. With an expense ratio of 0.60%, the fund provides exposure to the US agriculture sector while adhering to environmental, social, and governance (ESG) criteria.
比較表
| KXI | VEGN | |
|---|---|---|
| 基金名稱 | iShares Global Consumer Staples ETF | US Vegan Climate ETF |
| Fund Provider | BlackRock | Beyond Investing |
| Index | S&P Global 1200 Consumer Staples (Sector) Capped Index | US Vegan Climate Index |
| Asset Class | Equity | Equity |
| Listing | US-listed | US-listed |
| Expense Ratio | 0.41% | 0.60% |
| Inception Date | 2006-09-12 | 2019-09-09 |
| Number Of Holdings | 101 | 255 |
| Region | Developed Markets | United States |
| Investment Style | Blend | Growth |
| Market Cap | Large-Cap | Large-Cap |
| Sector | Consumer Staples | Consumer Staples |
| 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。