ETF Category Screener
Shared by Jeff Boyd
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Категория
Тикер | Full Name | Категория | Дата создания | Комиссия | Доход с начала года | Доход за 10 лет (в годовом исчислении) | Дивидендный доход | Ранг риск-доходности | Макс. просадка | Коэф-т Шарпа | Коэф-т Сортино | Коэф-т Омега | Коэф-т Мартина | Коэф-т Кальмара | Индекс Язвы |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| First Trust Multi-Asset Diversified Income Index F... | Diversified Portfolio | 14 авг. 2012 г. | 0.73% | 5.04% | 5.16% | 6.28% | 26 | -48.50% | 0.57 | 0.82 | 1.12 | 2.51 | 0.63 | 2.19% | |
| Morgan Dempsey Large Cap Value ETF | Large Cap Value Equities | 25 апр. 2023 г. | 0.58% | 7.45% | — | 2.87% | 60 | -10.71% | 1.26 | 1.71 | 1.25 | 6.81 | 1.55 | 2.17% | |
| Westwood Salient Enhanced Midstream Income ETF | Energy Equities | 8 апр. 2024 г. | 0.80% | 11.88% | — | 9.43% | 33 | -14.19% | 0.72 | 0.98 | 1.17 | 3.61 | 0.94 | 3.68% | |
| SPDR S&P MidCap 400 ETF | Small Cap Growth Equities | 4 мая 1995 г. | 0.23% | 3.42% | 10.46% | 1.14% | 39 | -55.33% | 0.74 | 1.19 | 1.16 | 5.28 | 1.24 | 3.30% | |
| SPDR S&P 400 Mid Cap Growth ETF | Mid Cap Growth Equities | 8 нояб. 2005 г. | 0.15% | 5.24% | 10.71% | 0.69% | 51 | -58.44% | 0.91 | 1.41 | 1.19 | 6.96 | 1.63 | 3.20% | |
| SPDR S&P 400 Mid Cap Value ETF | Mid Cap Value Equities | 8 нояб. 2005 г. | 0.15% | 1.67% | 10.13% | 1.85% | 29 | -60.71% | 0.56 | 0.94 | 1.13 | 3.35 | 0.90 | 3.91% | |
| iShares Short Maturity Municipal Bond ETF | Municipal Bonds, Actively Managed | 3 мар. 2015 г. | 0.25% | 0.54% | 1.75% | 2.87% | 96 | -2.68% | 2.80 | 3.77 | 1.72 | 20.88 | 3.74 | 0.15% | |
| Harbor Health Care ETF | Health & Biotech Equities | 16 нояб. 2022 г. | 0.80% | -5.82% | — | 0.30% | 40 | -19.24% | 0.81 | 1.27 | 1.16 | 4.67 | 1.35 | 4.42% | |
| Horizon Kinetics Medical ETF | Health & Biotech Equities | 30 сент. 1999 г. | 0.85% | 0.28% | — | 1.23% | 64 | -23.10% | 1.17 | 1.71 | 1.22 | 7.56 | 2.38 | 3.42% | |
| Matthews Emerging Markets Equity Active ETF | Emerging Markets Diversified | 13 июл. 2022 г. | 0.79% | 2.98% | — | 3.46% | 71 | -19.10% | 1.49 | 2.06 | 1.28 | 7.61 | 2.04 | 3.93% | |
| Roundhill Meme Stock ETF | Large Cap Growth Equities | 8 окт. 2025 г. | 0.69% | 5.81% | — | 0.00% | — | -48.78% | — | — | — | — | — | — | |
| Matthews Emerging Markets Ex China Active ETF | Emerging Markets Diversified | 10 янв. 2023 г. | 0.79% | 6.26% | — | 4.60% | 92 | -19.27% | 2.38 | 3.04 | 1.44 | 13.56 | 3.35 | 3.63% | |
| Mackenzie All-Equity Allocation ETF | Global Equities | 20 нояб. 2023 г. | 0.17% | 1.31% | — | 1.62% | 77 | -15.14% | 1.70 | 2.29 | 1.36 | 9.14 | 2.06 | 2.52% | |
| WisdomTree Industrial Metals Enhanced | Metals | 27 февр. 2019 г. | 0.40% | 0.55% | — | 0.00% | 56 | -20.21% | 1.00 | 1.44 | 1.19 | 7.85 | 2.14 | 2.46% | |
| Direxion Daily META Bear 1X ETF | Inverse Equities, Leveraged | 5 июн. 2024 г. | 1.00% | 12.00% | — | 2.44% | 9 | -46.03% | -0.17 | 0.04 | 1.01 | -0.22 | -0.16 | 29.18% | |
| IncomeShares META Options ETP GBP | Derivative Income | 26 сент. 2024 г. | 0.55% | -22.94% | — | 17.99% | 3 | -41.37% | -0.72 | -0.90 | 0.89 | -1.02 | -0.41 | 15.50% | |
| Sprott Active Metals & Miners ETF | Commodity Producers Equities | 9 сент. 2025 г. | 0.89% | 8.25% | — | 0.92% | — | -27.39% | — | — | — | — | — | — | |
| HANetf ETC Group Global Metaverse UCITS ETF | Technology Equities | 15 мар. 2022 г. | 0.65% | -23.20% | — | 0.00% | — | -53.17% | — | — | — | — | — | — | |
| Direxion Daily META Bull 2X ETF | Leveraged Equities | 5 июн. 2024 г. | 1.07% | -29.17% | — | 4.36% | 7 | -61.85% | -0.32 | 0.03 | 1.00 | -0.93 | -0.42 | 27.95% | |
| Franklin AI, Metaverse and Blockchain UCITS ETF US... | Technology Equities | 6 сент. 2022 г. | 0.30% | -14.60% | — | 0.00% | 23 | -32.01% | 0.47 | 0.80 | 1.10 | 1.79 | 0.68 | 11.70% |
График отношения риска к доходности
График отношения риска к доходности позволяет быстро сравнивать фонды, акции и ETF в одном представлении. Он отображает доходность инструмента в годовом выражении на одной оси и риск (волатильность) на другой.
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