ETF Comparison: PSI vs XSD
ETF 說明
PSI - Invesco Semiconductors ETF
The Invesco Semiconductors ETF (PSI) tracks the Dynamic Semiconductors Intellidex Index, providing exposure to U.S. semiconductor firms. The fund focuses on medium and small-cap stocks, offering growth opportunities in the technology sector. With a diversified portfolio of 31 holdings, PSI offers a pure domestic play on the semiconductor industry, which is expected to benefit from the increasing demand for technology devices.
XSD - SPDR S&P Semiconductor ETF
The SPDR S&P Semiconductor ETF (XSD) tracks the S&P Semiconductor Select Industry Index, providing exposure to US-based companies that produce semiconductors, a crucial component in modern computing devices. The fund offers concentrated exposure to America's semiconductor industry, with a focus on medium and small-cap stocks, presenting strong growth opportunities. With a diversified portfolio of around 40 holdings, the fund provides a unique tilt to the semiconductor industry without duplicating exposure to other tech sector products.
比較表
| PSI | XSD | |
|---|---|---|
| 基金名稱 | Invesco Semiconductors ETF | SPDR S&P Semiconductor ETF |
| Fund Provider | Invesco | State Street |
| Index | Dynamic Semiconductors Intellidex Index | S&P Semiconductor Select Industry |
| Asset Class | Equity | Equity |
| Listing | US-listed | US-listed |
| Expense Ratio | 0.57% | 0.35% |
| Inception Date | 2005-06-23 | 2006-01-31 |
| Number Of Holdings | 31 | 40 |
| Region | United States | United States |
| Investment Style | Growth | Growth |
| Market Cap | Blend | Blend |
| Sector | Technology | Technology |
| Sector Detail | Semiconductors | Semiconductors |
| 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。