ETF Comparison: XSOE vs DGS
ETF 說明
XSOE - WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
The WisdomTree Emerging Markets ex-State-Owned Enterprises Fund is an equity ETF that tracks the performance of the WisdomTree Emerging Markets ex-State-Owned Enterprises Index, providing broad exposure to emerging markets while excluding state-owned enterprises. The fund employs a market capitalization weighting scheme and has a blend investment style.
DGS - WisdomTree Emerging Markets SmallCap Dividend Fund
The WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) provides investors with a diversified portfolio of small-cap emerging market equities, offering a unique opportunity to tap into the growth potential of local economies. By focusing on dividend-paying stocks, the fund aims to provide a regular income stream while capturing the upside of emerging markets. This ETF can be a valuable addition to a portfolio, providing a distinct exposure to small-cap emerging market companies that may be more reflective of domestic consumption patterns.
比較表
| XSOE | DGS | |
|---|---|---|
| 基金名稱 | WisdomTree Emerging Markets ex-State-Owned Enterprises Fund | WisdomTree Emerging Markets SmallCap Dividend Fund |
| Fund Provider | WisdomTree | WisdomTree |
| Index | WisdomTree Emerging Markets ex-State-Owned Enterprises Index | WisdomTree Emerging Markets SmallCap Dividend Index |
| Asset Class | Equity | Equity |
| Listing | US-listed | US-listed |
| Expense Ratio | 0.32% | 0.58% |
| Inception Date | 2014-12-10 | 2007-10-30 |
| Number Of Holdings | 654 | 955 |
| Region | Emerging Markets | Emerging Markets |
| Investment Style | Blend | Blend |
| Market Cap | Blend | Small-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。