ETF Comparison: VOT vs VO
ETF 說明
VOT - Vanguard Mid-Cap Growth ETF
The Vanguard Mid-Cap Growth ETF (VOT) tracks the CRSP US Mid Growth Index, providing exposure to mid-cap US equities that exhibit growth characteristics. The fund offers a diversified portfolio of 156 holdings, with a focus on growth stocks and a multi-factor weighting scheme. It is suitable for investors seeking to fine-tune their domestic equity exposure or implement a growth-oriented investment strategy.
VO - Vanguard Mid-Cap ETF
The Vanguard Mid-Cap ETF provides diversified exposure to mid-cap stocks in the US market, offering a balanced portfolio of approximately 330 individual holdings. With a low expense ratio, this fund is an attractive option for long-term investors seeking to minimize costs. It tracks the CRSP US Mid Cap Index, providing a broad-based exposure to the mid-cap segment of the US equity market.
比較表
| VOT | VO | |
|---|---|---|
| 基金名稱 | Vanguard Mid-Cap Growth ETF | Vanguard Mid-Cap ETF |
| Fund Provider | Vanguard | Vanguard |
| Index | CRSP US Mid Growth | CRSP US Mid Cap |
| Asset Class | Equity | Equity |
| Listing | US-listed | US-listed |
| Expense Ratio | 0.07% | 0.04% |
| Inception Date | 2006-08-17 | 2004-01-26 |
| Number Of Holdings | 156 | 330 |
| Currency | USD | USD |
| Region | United States | United States |
| Investment Style | Growth | Blend |
| Market Cap | Mid-Cap | Mid-Cap |
| 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。