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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Avantis Inflation Focused Equity ETF | Large Cap Blend Equities | 27 сент. 2022 г. | 0.25% | 10.72% | — | 1.48% | 45 | -12.39% | 0.99 | 1.38 | 1.21 | 3.72 | 1.30 | 4.03% | |
| Avantis Core Fixed Income ETF | Corporate Bonds, Actively Managed | 13 окт. 2020 г. | 0.15% | 0.15% | — | 4.07% | 54 | -19.64% | 1.11 | 1.54 | 1.20 | 5.51 | 1.77 | 0.90% | |
| Avantis International Large Cap Value ETF | Foreign Large Cap Equities | 29 сент. 2021 г. | 0.25% | 6.16% | — | 2.97% | 92 | -27.69% | 2.21 | 2.92 | 1.46 | 13.45 | 3.26 | 2.80% | |
| Direxion Daily AVGO Bull 2X Shares | Leveraged Equities, Leveraged | 9 окт. 2024 г. | 1.04% | -22.47% | — | 38.09% | 74 | -70.63% | 1.52 | 2.30 | 1.30 | 6.67 | 2.90 | 23.37% | |
| Avantis U.S. Large Cap Equity ETF | Large Cap Blend Equities | 26 сент. 2023 г. | 0.15% | -0.35% | — | 0.90% | 63 | -19.64% | 1.12 | 1.66 | 1.26 | 8.55 | 1.75 | 2.61% | |
| Avantis U.S. Large Cap Value ETF | Large Cap Value Equities | 21 сент. 2021 г. | 0.15% | 7.14% | — | 1.20% | 70 | -19.50% | 1.31 | 1.88 | 1.29 | 8.79 | 1.84 | 2.88% | |
| Avantis Moderate Allocation ETF | Diversified Portfolio | 27 июн. 2023 г. | 0.21% | 2.32% | — | 2.53% | 77 | -11.81% | 1.53 | 2.20 | 1.33 | 9.82 | 2.10 | 1.96% | |
| Avantis U.S. Mid Cap Equity ETF | Mid Cap Blend Equities | 7 нояб. 2023 г. | 0.20% | 3.20% | — | 1.03% | 45 | -21.84% | 0.85 | 1.31 | 1.18 | 5.95 | 1.36 | 3.06% | |
| Avantis Core Municipal Fixed Income ETF | Municipal Bonds, Actively Managed | 8 дек. 2020 г. | 0.15% | 0.02% | — | 3.28% | 37 | -12.41% | 0.86 | 1.12 | 1.21 | 2.73 | 0.89 | 1.60% | |
| Avantis U.S. Mid Cap Value ETF | Mid Cap Value Equities | 7 нояб. 2023 г. | 0.20% | 4.55% | — | 1.09% | 52 | -24.24% | 0.97 | 1.48 | 1.21 | 6.48 | 1.51 | 3.37% | |
| Avantis All International Markets Equity ETF | Foreign Large Cap Equities | 27 июн. 2023 г. | 0.31% | 4.53% | — | 2.75% | 89 | -14.03% | 2.07 | 2.71 | 1.42 | 11.60 | 3.05 | 3.06% | |
| Avantis All International Markets Value ETF | Foreign Large Cap Equities | 27 июн. 2023 г. | 0.34% | 5.55% | — | 3.10% | 91 | -13.89% | 2.25 | 2.92 | 1.46 | 12.57 | 3.28 | 3.04% | |
| Avantis Real Estate ETF | REIT | 29 сент. 2021 г. | 0.17% | 3.00% | — | 3.65% | 25 | -32.52% | 0.50 | 0.78 | 1.11 | 2.76 | 0.72 | 2.79% | |
| Direxion Daily AVGO Bear 1X Shares | Inverse Equities, Leveraged | 9 окт. 2024 г. | 0.98% | 7.41% | — | 2.84% | 1 | -71.06% | -1.12 | -1.72 | 0.78 | -0.99 | -0.80 | 55.33% | |
| Avantis US Small Cap Equity ETF | Small Cap Value Equities | 11 янв. 2022 г. | 0.25% | 7.39% | — | 1.00% | 71 | -28.40% | 1.31 | 1.92 | 1.25 | 9.04 | 2.36 | 3.51% | |
| Avantis Responsible International Equity ETF | Foreign Large Cap Equities | 15 мар. 2022 г. | 0.23% | 0.34% | — | 2.62% | 76 | -25.56% | 1.54 | 2.16 | 1.31 | 8.59 | 2.17 | 3.19% | |
| Avantis Responsible Emerging Markets Equity ETF | Emerging Markets Diversified | 28 мар. 2022 г. | 0.33% | 2.82% | — | 2.69% | 78 | -26.28% | 1.66 | 2.23 | 1.32 | 9.10 | 2.32 | 3.62% | |
| Avantis Short-Term Fixed Income ETF | Short-Term Bond | 14 окт. 2020 г. | 0.15% | 0.25% | — | 4.01% | 92 | -8.85% | 2.19 | 3.23 | 1.43 | 13.47 | 3.30 | 0.35% | |
| Avantis Global Small Cap Value UCITS ETF USD Acc | Small Cap Value Equities | 20 июн. 2025 г. | 0.39% | 9.68% | — | 0.00% | 89 | -21.38% | 1.78 | 2.29 | 1.35 | 20.67 | 5.60 | 1.87% | |
| Avantis Responsible U.S. Equity ETF | Large Cap Blend Equities | 15 мар. 2022 г. | 0.15% | -1.87% | — | 1.02% | 56 | -21.67% | 1.02 | 1.56 | 1.23 | 7.09 | 1.62 | 2.91% |
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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