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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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Davis Select Financial ETF | Financials Equities, Actively Managed | 11 янв. 2017 г. | 0.64% | -6.37% | — | 1.46% | 37 | -44.51% | 0.81 | 1.18 | 1.17 | 3.93 | 1.24 | 4.25% | |
| Dimensional National Municipal Bond ETF | Municipal Bonds | 15 нояб. 2021 г. | 0.17% | 0.39% | — | 2.96% | 67 | -6.99% | 1.51 | 1.91 | 1.36 | 5.74 | 1.66 | 0.68% | |
| VanEck Defense UCITS ETF | Aerospace & Defense | 31 мар. 2023 г. | 0.55% | 14.25% | — | 0.00% | 86 | -14.92% | 2.10 | 2.79 | 1.35 | 9.90 | 3.64 | 5.48% | |
| TrimTabs Donoghue Forlines Risk Managed Innovation... | Technology Equities | 8 дек. 2020 г. | 0.69% | -14.25% | — | 0.44% | 9 | -29.71% | -0.12 | -0.01 | 1.00 | -0.18 | -0.06 | 7.63% | |
| Lyxor STOXX Europe 600 Automobiles & Parts UCITS E... | Consumer Staples Equities | 3 сент. 2020 г. | 0.30% | — | — | 0.00% | — | — | — | — | — | — | — | — | |
| Lyxor STOXX Europe 600 Food & Beverage UCITS ETF D... | Consumer Staples Equities | 3 сент. 2020 г. | 0.30% | -1.07% | 2.93% | 1.42% | 9 | -30.33% | -0.06 | 0.01 | 1.00 | -0.37 | -0.16 | 5.25% | |
| Donoghue Forlines Yield Enhanced Real Asset ETF | Large Cap Value Equities | 13 дек. 2021 г. | 0.69% | 10.42% | — | 4.13% | 37 | -19.35% | 0.81 | 1.20 | 1.17 | 4.34 | 1.08 | 3.65% | |
| Dimensional Global Sustainability Fixed Income ETF | Global Bonds | 15 нояб. 2022 г. | 0.24% | 0.06% | — | 3.30% | 39 | -5.16% | 0.90 | 1.25 | 1.16 | 4.26 | 1.21 | 0.87% | |
| Dimensional Short-Duration Fixed Income ETF | Short-Term Bond | 15 нояб. 2021 г. | 0.16% | 0.27% | — | 3.93% | 91 | -8.45% | 2.13 | 3.12 | 1.45 | 13.25 | 3.27 | 0.36% | |
| Dimensional Emerging Markets Sustainability Core 1... | Emerging Markets Diversified | 1 нояб. 2022 г. | 0.41% | 2.14% | — | 2.18% | 70 | -19.77% | 1.43 | 1.98 | 1.28 | 7.89 | 2.16 | 3.53% | |
| Dimensional International Sustainability Core 1 ET... | Foreign Large Cap Equities | 1 нояб. 2022 г. | 0.24% | 0.25% | — | 2.26% | 72 | -12.82% | 1.47 | 2.04 | 1.30 | 8.35 | 2.07 | 3.04% | |
| Dimensional US Sustainability Core 1 ETF | Large Cap Blend Equities | 1 нояб. 2022 г. | 0.18% | -4.45% | — | 0.93% | 41 | -19.88% | 0.79 | 1.25 | 1.18 | 5.45 | 1.28 | 2.96% | |
| Dimensional US Small Cap Value ETF | Small Cap Value Equities | 23 февр. 2022 г. | 0.31% | 7.41% | — | 1.52% | 56 | -28.02% | 1.06 | 1.60 | 1.22 | 6.53 | 1.76 | 4.13% | |
| Dimensional U.S. Equity ETF | Large Cap Blend Equities, Actively Managed | 14 июн. 2021 г. | 0.11% | -3.30% | — | 0.96% | 53 | -24.62% | 0.98 | 1.50 | 1.23 | 7.17 | 1.54 | 2.64% | |
| Dimensional US Marketwide Value ETF | Large Cap Value Equities | 16 дек. 1998 г. | 0.21% | 4.82% | — | 1.50% | 57 | -17.60% | 1.11 | 1.59 | 1.24 | 7.02 | 1.59 | 2.87% | |
| Doubleline Fortune 500 Equal Weight ETF | Large Cap Blend Equities | 31 янв. 2024 г. | 0.20% | 2.54% | — | 1.48% | 49 | -19.43% | 0.96 | 1.46 | 1.21 | 6.21 | 1.41 | 3.03% | |
| Dimensional US Large Cap Vector ETF | Large Cap Value Equities | 1 нояб. 2023 г. | 0.22% | 0.81% | — | 1.29% | 55 | -16.71% | 1.03 | 1.54 | 1.23 | 7.18 | 1.56 | 2.45% | |
| Dimensional Global Credit ETF | Global Bonds | 7 нояб. 2023 г. | 0.20% | 0.04% | — | 2.84% | 50 | -3.50% | 1.07 | 1.49 | 1.20 | 5.38 | 1.57 | 0.90% | |
| iShares Digital Entertainment and Education UCITS ... | Technology Equities | 28 июн. 2022 г. | 0.40% | -5.06% | — | 0.00% | 25 | -25.94% | 0.34 | 0.61 | 1.08 | 3.13 | 1.37 | 7.88% | |
| VanEck Digital India ETF | Asia Pacific Equities | 15 февр. 2022 г. | 0.76% | -23.36% | — | 2.48% | 1 | -33.65% | -0.96 | -1.31 | 0.85 | -1.68 | -0.58 | 10.47% |
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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