ETF Comparison: USRT vs XLRE
ETF 說明
USRT - iShares Core U.S. REIT ETF
The iShares Core U.S. REIT ETF tracks the performance of the FTSE Nareit / Equity REITs - INV index, providing diversified exposure to U.S. real estate investment trusts (REITs).
XLRE - Real Estate Select Sector SPDR Fund
The Real Estate Select Sector SPDR Fund is an exchange-traded fund that tracks the S&P Real Estate Select Sector Index, providing investors with diversified exposure to the US real estate sector. The fund holds a portfolio of 33 stocks, with a focus on broad-based real estate companies, and is managed by State Street with a market capitalization-weighted approach.
比較表
| USRT | XLRE | |
|---|---|---|
| 基金名稱 | iShares Core U.S. REIT ETF | Real Estate Select Sector SPDR Fund |
| Fund Provider | BlackRock | State Street |
| Index | FTSE Nareit / Equity REITs - INV | S&P Real Estate Select Sector |
| Asset Class | Real Estate | Real Estate |
| Listing | US-listed | US-listed |
| Expense Ratio | 0.08% | 0.09% |
| Inception Date | 2007-05-01 | 2015-10-07 |
| Number Of Holdings | 131 | 33 |
| Currency | USD | USD |
| Region | United States | United States |
| Investment Style | Blend | Blend |
| Market Cap | Blend | Blend |
| Sector | Real Estate | Real Estate |
| 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。