ETF Comparison: PJS1 vs QDVJ
ETF 說明
PJS1 - PIMCO Euro Short Maturity UCITS ETF Dist
The PIMCO Euro Short Maturity UCITS ETF Dist is an actively managed bond ETF that invests in a diversified portfolio of euro-denominated fixed income securities with maturities of up to 3 years, with a focus on investment-grade rated securities that meet environmental, social, and corporate governance (ESG) criteria.
QDVJ - iShares Core Global Aggregate Bond UCITS ETF USD Hedged (Acc)
The iShares Core Global Aggregate Bond UCITS ETF USD Hedged (Acc) is a bond ETF that tracks the Bloomberg Global Aggregate Bond (USD Hedged) index, providing exposure to investment-grade bonds from emerging and developed markets worldwide, with all maturities represented. The fund is currency hedged to USD and has a low expense ratio of 0.10% p.a.
比較表
| PJS1 | QDVJ | |
|---|---|---|
| 基金名稱 | PIMCO Euro Short Maturity UCITS ETF Dist | iShares Core Global Aggregate Bond UCITS ETF USD Hedged (Acc) |
| Fund Provider | PIMCO | BlackRock |
| Index | PIMCO Euro Short Maturity | Bloomberg Global Aggregate Bond (USD Hedged) |
| Asset Class | Bonds | Bonds |
| Listing | EU-listed | EU-listed |
| Expense Ratio | 0.35% | 0.1% |
| Inception Date | 2011-01-11 | 2017-11-21 |
| Number Of Holdings | 313 | 14698 |
| Currency | EUR | USD |
| Distribution Policy | Distributing | Accumulating |
| Region | Europe | Global |
| Bond Type | Broad Market | Broad Market |
| 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。