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 MSCI EAFE Index ETF (CAD-Hedged) | Global Equities | 6 сент. 2001 г. | 0.52% | 6.49% | 12.73% | 2.73% | 73 | -58.14% | 2.64 | 3.70 | 1.51 | 17.15 | 4.01 | 2.27% | |
| iShares Core Income Balanced ETF Portfolio | Diversified Portfolio | 7 авг. 2019 г. | 0.20% | 1.24% | — | 3.26% | 49 | -15.40% | 2.02 | 2.90 | 1.41 | 10.60 | 2.70 | 0.93% | |
| FT Cboe Vest U.S. Equity Buffer & Premium Income E... | Options Trading | 14 сент. 2023 г. | 0.85% | 1.31% | — | 5.92% | 87 | -6.17% | 2.68 | 4.23 | 1.68 | 32.82 | 6.42 | 0.40% | |
| iShares S&P/TSX Capped Information Technology Inde... | Technology Equities | 19 мар. 2001 г. | 0.60% | -18.27% | 16.03% | 0.00% | 11 | -81.18% | 0.36 | 0.69 | 1.08 | 1.11 | 0.47 | 13.56% | |
| SPDR FactSet Innovative Technology ETF | Technology Equities | 13 янв. 2016 г. | 0.45% | -16.15% | 11.68% | 0.00% | 8 | -65.56% | 0.00 | 0.17 | 1.02 | 0.58 | 0.23 | 11.34% | |
| iShares S&P/TSX 60 Index ETF | Large Cap Growth Equities | 28 сент. 1999 г. | 0.18% | 5.89% | 12.71% | 2.28% | 94 | -52.31% | 3.91 | 5.09 | 1.73 | 29.78 | 6.27 | 1.61% | |
| FT Vest U.S. Equity Enhance & Moderate Buffer ETF ... | Options Trading | 18 янв. 2024 г. | 0.85% | 0.35% | — | 0.00% | 83 | -10.04% | 2.70 | 4.14 | 1.65 | 25.53 | 4.93 | 0.78% | |
| iShares ESG Screened S&P Mid-Cap ETF | Mid Cap Blend Equities | 22 сент. 2020 г. | 0.12% | 6.24% | — | 1.18% | 54 | -25.07% | 1.99 | 2.85 | 1.35 | 15.21 | 4.15 | 2.62% | |
| iShares ESG Screened S&P Small-Cap ETF | Small Cap Blend Equities | 22 сент. 2020 г. | 0.12% | 7.63% | — | 1.06% | 53 | -27.14% | 1.96 | 2.83 | 1.34 | 13.95 | 4.41 | 2.98% | |
| FT Cboe Vest U.S. Equity Enhance & Moderate Buffer... | Options Trading | 20 июл. 2023 г. | 0.85% | 1.40% | — | 0.00% | 91 | -9.10% | 2.96 | 4.65 | 1.70 | 34.39 | 7.04 | 0.60% | |
| FT Vest U.S. Equity Enhance & Moderate Buffer ETF ... | Defined Outcome | 12 июл. 2021 г. | 0.85% | 1.56% | — | 0.00% | 94 | -9.14% | 3.29 | 5.43 | 1.88 | 47.27 | 7.15 | 0.46% | |
| Xtrackers MSCI Korea UCITS ETF 1C | Asia Pacific Equities | 5 июл. 2007 г. | 0.65% | 42.63% | 13.39% | 0.00% | 96 | -62.63% | 5.31 | 5.47 | 1.79 | 30.72 | 8.48 | 5.89% | |
| Materials Select Sector SPDR ETF | Materials | 16 дек. 1998 г. | 0.13% | 15.09% | 10.85% | 1.68% | 53 | -59.83% | 2.11 | 3.01 | 1.35 | 11.64 | 3.45 | 3.67% | |
| iShares Core Canadian Long Term Bond Index ETF | Canadian Government Bonds | 6 нояб. 2006 г. | 0.20% | -0.31% | 4.56% | 4.10% | 8 | -24.34% | 0.22 | 0.36 | 1.04 | 0.02 | 0.01 | 2.42% | |
| Invesco US Materials Sector UCITS ETF | Industrials Equities | 16 дек. 2009 г. | 0.14% | 14.05% | 11.26% | 0.00% | 49 | -28.58% | 2.05 | 2.89 | 1.36 | 12.76 | 3.25 | 2.74% | |
| Invesco Materials S&P US Select Sector UCITS ETF A... | Industrials Equities | 16 дек. 2009 г. | 0.14% | 14.09% | 10.65% | 0.00% | 53 | -35.84% | 2.23 | 3.12 | 1.38 | 11.91 | 3.61 | 3.54% | |
| Communication Services Select Sector SPDR Fund | Large Cap Growth Equities | 18 июн. 2018 г. | 0.13% | -2.89% | — | 1.23% | 49 | -46.65% | 2.00 | 2.88 | 1.35 | 11.31 | 3.21 | 3.00% | |
| State Street Communication Services Select Sector ... | Derivative Income | 29 июл. 2025 г. | 0.35% | 0.04% | — | 8.22% | — | -7.72% | — | — | — | — | — | — | |
| Invesco Communications S&P US Select Sector UCITS ... | Communications Equities | 17 сент. 2018 г. | 0.14% | 0.17% | — | 0.00% | 35 | -38.47% | 1.58 | 2.30 | 1.27 | 8.22 | 3.20 | 3.14% | |
| Invesco Communications S&P US Select Sector UCITS ... | Communications Equities | 17 сент. 2018 г. | 0.14% | 0.30% | — | 0.00% | 43 | -47.62% | 1.90 | 2.83 | 1.32 | 8.66 | 3.48 | 3.77% |
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