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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| iShares Broad USD Investment Grade Corporate Bond ... | Corporate Bonds | 5 янв. 2007 г. | 0.04% | 0.12% | 2.72% | 4.68% | 48 | -22.21% | 1.48 | 2.13 | 1.28 | 5.58 | 1.79 | 0.89% | |
| WisdomTree 7-10 Year Laddered Treasury Fund | Government Bonds | 12 мар. 2024 г. | 0.15% | -0.06% | — | 3.89% | 19 | -6.88% | 0.73 | 1.08 | 1.12 | 2.07 | 0.84 | 1.33% | |
| United States 12 Month Oil Fund LP | Oil & Gas | 6 дек. 2007 г. | 0.88% | 48.15% | 11.56% | 0.00% | 53 | -89.06% | 1.72 | 2.33 | 1.29 | 4.56 | 2.24 | 8.23% | |
| SPDR S&P 500 Low Volatility UCITS ETF | S&P 500, Large Cap Value Equities | 3 окт. 2012 г. | 0.35% | 4.85% | 8.76% | 0.00% | 16 | -27.37% | 0.55 | 0.87 | 1.10 | 0.76 | 0.30 | 2.50% | |
| Principal U.S. Mega-Cap ETF | Large Cap Growth Equities | 12 окт. 2017 г. | 0.12% | -5.01% | — | 0.85% | 58 | -29.97% | 1.68 | 2.77 | 1.35 | 7.06 | 1.86 | 2.71% | |
| WisdomTree US Multifactor Fund | Mid Cap Blend Equities, Multi-factor | 29 июн. 2017 г. | 0.28% | -2.10% | — | 1.40% | 28 | -36.24% | 0.90 | 1.49 | 1.18 | 2.12 | 0.71 | 2.16% | |
| ETRACS 2x Leveraged MSCI US Minimum Volatility Fac... | Leveraged Equities, Leveraged | 4 февр. 2021 г. | 0.95% | -3.08% | — | 0.00% | 16 | -35.34% | 0.61 | 1.10 | 1.13 | -0.62 | -0.17 | 3.60% | |
| Invesco S&P SmallCap 600 UCITS ETF A | Small Cap Blend Equities | 29 янв. 2019 г. | 0.14% | 3.52% | — | 0.00% | 74 | -42.69% | 2.11 | 3.10 | 1.37 | 12.47 | 4.00 | 2.78% | |
| iShares MSCI USA Minimum Volatility Factor ETF | Large Cap Blend Equities | 18 окт. 2011 г. | 0.15% | -0.60% | 9.78% | 1.58% | 28 | -33.10% | 0.91 | 1.51 | 1.18 | 1.31 | 0.33 | 1.64% | |
| Amplify Samsung U.S. Natural Gas Infrastructure ET... | Energy Equities | 19 мая 2025 г. | 0.59% | 21.67% | — | 1.22% | — | -6.82% | — | — | — | — | — | — | |
| Xtrackers Net Zero Pathway Paris Aligned US Equity... | Large Cap Blend Equities | 27 июн. 2022 г. | 0.10% | -5.57% | — | 1.10% | 53 | -19.16% | 1.72 | 2.76 | 1.36 | 8.46 | 1.94 | 2.54% | |
| United States Oil Fund LP | Oil & Gas | 10 апр. 2006 г. | 0.79% | 99.65% | 5.58% | 0.00% | 83 | -98.19% | 2.79 | 3.57 | 1.45 | 8.78 | 4.47 | 10.38% | |
| Credit Suisse X-Links Crude Oil Shares Covered Cal... | Commodities | 25 апр. 2017 г. | 0.85% | 30.04% | — | 20.86% | 54 | -19.49% | 1.79 | 2.41 | 1.31 | 4.93 | 2.10 | 5.06% | |
| Defiance Oil Enhanced Options Income ETF | Derivative Income | 9 мая 2024 г. | 1.22% | 63.15% | — | 56.61% | 81 | -17.46% | 2.93 | 3.47 | 1.50 | 8.01 | 3.92 | 6.99% | |
| Franklin U.S. Equity Index ETF | Large Cap Blend Equities | 1 июн. 2016 г. | 0.03% | -3.41% | — | 1.19% | 69 | -31.21% | 1.90 | 3.09 | 1.42 | 11.52 | 2.62 | 2.08% | |
| L&G Cyber Security UCITS ETF | Technology Equities | 23 сент. 2015 г. | 0.69% | 0.45% | 13.46% | 0.00% | 27 | -34.32% | 0.80 | 1.21 | 1.16 | 2.62 | 0.93 | 6.98% | |
| Themes US R&D Champions ETF | Large Cap Blend Equities | 12 дек. 2023 г. | 0.29% | -5.43% | — | 0.45% | 37 | -23.79% | 1.39 | 2.22 | 1.28 | 4.63 | 1.45 | 4.23% | |
| iShares Core U.S. REIT ETF | REIT | 4 мая 2007 г. | 0.08% | 6.41% | 5.67% | 2.83% | 45 | -69.91% | 1.36 | 2.02 | 1.26 | 4.84 | 1.51 | 2.50% | |
| SPDR MSCI USA Small Cap Value Weighted UCITS ETF | Small Cap Value Equities | 18 февр. 2015 г. | 0.30% | 4.88% | 11.70% | 0.00% | 89 | -48.99% | 2.61 | 3.72 | 1.46 | 17.06 | 5.36 | 2.55% | |
| Segall Bryant & Hamill Select Equity ETF | Large Cap Blend Equities | 29 авг. 2023 г. | 0.65% | 1.07% | — | 0.00% | 38 | -22.36% | 1.46 | 2.29 | 1.28 | 6.62 | 1.91 | 2.63% |
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