ETF Category Screener
Shared by Jeff Boyd
Pro
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Lyxor Core US TIPS (DR) UCITS ETF - Dist | Inflation-Protected Bonds | 29 июл. 2016 г. | 0.09% | 1.95% | — | 1.10% | 11 | -15.73% | 0.13 | 0.23 | 1.03 | 0.10 | 0.05 | 3.79% | |
| SPDR Bloomberg Barclays 1-10 Year TIPS ETF | Inflation-Protected Bonds | 29 мая 2013 г. | 0.15% | 0.89% | 2.89% | 3.69% | 58 | -10.06% | 1.26 | 1.77 | 1.24 | 7.64 | 2.06 | 0.55% | |
| PIMCO Broad US TIPS Index ETF | Inflation-Protected Bonds | 3 сент. 2009 г. | 0.20% | 1.79% | 2.43% | 3.93% | 28 | -15.77% | 0.64 | 0.88 | 1.12 | 3.41 | 1.19 | 1.00% | |
| Amundi US Tips Government Inflation-Linked Bond UC... | Inflation-Protected Bonds | 29 июл. 2016 г. | 0.09% | 2.36% | — | 0.94% | 5 | -15.80% | -0.39 | -0.45 | 0.94 | -0.49 | -0.31 | 4.81% | |
| Innovator Equity Defined Protection ETF – 2 Yr to ... | Options Trading | 17 июл. 2023 г. | 0.79% | -0.47% | — | 0.00% | 72 | -4.61% | 1.76 | 3.15 | 1.47 | 8.60 | 1.57 | 0.55% | |
| iShares 10-20 Year Treasury Bond ETF | Government Bonds, Long-Term Bond | 11 янв. 2007 г. | 0.15% | -0.04% | -0.72% | 4.36% | 10 | -41.14% | -0.07 | -0.03 | 1.00 | 0.30 | 0.13 | 3.32% | |
| iShares 20+ Year Treasury Bond ETF | Government Bonds, Long-Term Bond | 22 июл. 2002 г. | 0.15% | 0.53% | -1.45% | 4.51% | 7 | -48.35% | -0.22 | -0.22 | 0.97 | -0.21 | -0.10 | 4.40% | |
| Leverage Shares 5x Long 20+ Year Treasury Bond ETP... | Leveraged Bonds | 15 мая 2023 г. | 0.75% | -9.07% | — | 0.00% | 2 | -84.31% | -0.68 | -0.76 | 0.91 | -1.11 | -0.87 | 38.25% | |
| FlexShares Morningstar Developed Markets ex-US Fac... | Global Equities | 28 сент. 2012 г. | 0.39% | 3.03% | 9.46% | 3.24% | 88 | -40.62% | 2.90 | 4.13 | 1.55 | 10.74 | 2.64 | 2.98% | |
| FlexShares Morningstar Emerging Markets Factor Til... | Foreign Large Cap Equities | 28 сент. 2012 г. | 0.59% | 5.63% | 8.04% | 3.56% | 82 | -44.21% | 2.41 | 3.19 | 1.45 | 9.79 | 2.49 | 3.32% | |
| NEOS Enhanced Income 20+ Year Treasury Bond ETF | Derivative Income | 11 дек. 2024 г. | 0.58% | 1.21% | — | 6.24% | 10 | -8.70% | -0.06 | -0.01 | 1.00 | 0.16 | 0.08 | 4.05% | |
| IncomeShares 20+ Year Treasury (TLT) Options ETP | Derivative Income | 27 июн. 2025 г. | 0.55% | -1.66% | — | 0.07% | — | -10.31% | — | — | — | — | — | — | |
| Amplify Bloomberg U.S. Treasury Target High Income... | Government Bonds, Derivative Income | 28 окт. 2024 г. | 0.38% | 0.41% | — | 12.75% | 9 | -8.54% | -0.08 | -0.04 | 1.00 | 0.12 | 0.05 | 3.73% | |
| iShares 20+ Year Treasury Bond BuyWrite Strategy E... | Options Trading | 18 июн. 2022 г. | 0.35% | 1.85% | — | 13.53% | 32 | -18.61% | 0.74 | 1.04 | 1.14 | 3.24 | 1.24 | 2.22% | |
| Global X Treasury Bond Enhanced Income ETF | Government Bonds | 15 июл. 2025 г. | 0.29% | 0.58% | — | 12.53% | — | -4.46% | — | — | — | — | — | — | |
| Invesco S&P/TSX Composite Low Volatility Index ETF | Canada Equities | 24 апр. 2012 г. | 0.33% | 5.83% | 8.71% | 3.10% | 94 | -81.40% | 3.16 | 4.28 | 1.68 | 19.56 | 3.69 | 1.24% | |
| Main Thematic Innovation ETF | Technology Equities | 29 янв. 2021 г. | 1.49% | -4.25% | — | 0.02% | 59 | -58.55% | 1.88 | 2.66 | 1.33 | 3.64 | 1.47 | 8.72% | |
| ProShares Russell U.S. Dividend Growers ETF | Mid Cap Value Equities, Dividend | 5 нояб. 2019 г. | 0.35% | 4.26% | — | 2.63% | 30 | -33.42% | 0.91 | 1.50 | 1.17 | 1.37 | 0.48 | 3.46% | |
| iShares Transition-Enabling Metals ETF | Metals | 26 сент. 2023 г. | 0.48% | 5.59% | — | 13.99% | 65 | -22.20% | 2.07 | 2.33 | 1.39 | 6.03 | 2.05 | 7.55% | |
| Direxion Daily 20-Year Treasury Bull 3X | Leveraged Bonds, Leveraged | 16 апр. 2009 г. | 1.09% | -1.89% | -15.95% | 3.97% | 3 | -92.61% | -0.60 | -0.65 | 0.92 | -0.94 | -0.59 | 17.07% |
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.
Загрузка...
5 лет