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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ProShares UltraShort Oil & Gas | Leveraged Equities, Leveraged | 30 янв. 2007 г. | 0.95% | -45.47% | -33.50% | 5.06% | 1 | -99.92% | -1.38 | -2.47 | 0.73 | -1.32 | -0.69 | 34.67% | |
| DFA Dimensional US High Profitability ETF | Large Cap Blend Equities | 23 февр. 2022 г. | 0.21% | -2.14% | — | 1.08% | 63 | -20.05% | 1.58 | 2.58 | 1.33 | 5.70 | 1.38 | 2.17% | |
| Ocean Park High Income ETF | High Yield Bonds | 10 июл. 2024 г. | 1.07% | -0.88% | — | 5.45% | 25 | -5.70% | 0.63 | 0.83 | 1.12 | 1.81 | 0.63 | 1.42% | |
| Ocean Park Domestic ETF | Large Cap Blend Equities | 10 июл. 2024 г. | 0.98% | -1.70% | — | 0.76% | 26 | -18.44% | 0.55 | 0.79 | 1.12 | 2.48 | 0.85 | 3.67% | |
| Ocean Park International ETF | Foreign Large Cap Equities | 10 июл. 2024 г. | 1.03% | 3.07% | — | 2.41% | 53 | -19.52% | 1.20 | 1.53 | 1.24 | 4.66 | 1.59 | 3.64% | |
| Ocean Park Diversified Income ETF | Nontraditional Bonds | 10 июл. 2024 г. | 1.03% | -0.32% | — | 3.66% | 45 | -4.70% | 1.05 | 1.40 | 1.20 | 4.06 | 1.28 | 1.07% | |
| MicroSectors Gold -3X Inverse Leveraged ETN | Inverse Commodities, Leveraged | 21 февр. 2023 г. | 0.95% | -37.25% | — | 0.00% | 1 | -97.12% | -0.99 | -2.31 | 0.75 | -1.34 | -0.91 | 59.23% | |
| VanEck Vectors Morningstar Durable Dividend ETF | Large Cap Blend Equities, Dividend | 30 окт. 2018 г. | 0.29% | 10.57% | — | 3.36% | 61 | -33.15% | 1.55 | 2.36 | 1.35 | 6.16 | 1.57 | 2.31% | |
| Davis Select U.S. Equity ETF | Large Cap Blend Equities, Actively Managed | 11 янв. 2017 г. | 0.62% | 0.29% | — | 0.96% | 78 | -36.71% | 2.01 | 3.13 | 1.40 | 8.49 | 2.70 | 2.41% | |
| Dimensional Ultrashort Fixed Income ETF | Ultrashort Bond | 26 сент. 2023 г. | 0.15% | 0.94% | — | 4.23% | 99 | -0.29% | 8.64 | 17.05 | 4.26 | 145.13 | 16.82 | 0.03% | |
| Direxion Daily Industrials Bull 3X Shares | Leveraged Equities, Leveraged | 3 мая 2017 г. | 1.01% | 13.88% | — | 10.06% | 73 | -85.74% | 2.51 | 3.17 | 1.39 | 6.73 | 1.74 | 8.72% | |
| Direxion Daily Gold Miners Bear 2X Shares | Leveraged Equities, Leveraged | 1 апр. 2020 г. | 1.07% | -34.28% | -57.86% | 9.92% | 1 | -100.00% | -0.98 | -2.71 | 0.72 | -1.27 | -0.94 | 67.70% | |
| BrandywineGLOBAL Dynamic U.S. Large Cap Value ETF | Large Cap Value Equities | 31 окт. 2014 г. | 0.49% | 3.50% | — | 1.93% | 56 | -18.11% | 1.68 | 2.76 | 1.33 | 5.71 | 1.40 | 1.99% | |
| Kingsbarn Dividend Opportunity ETF | Large Cap Value Equities | 1 нояб. 2023 г. | 1.72% | -9.20% | — | 19.02% | 1 | -34.59% | -0.87 | -1.09 | 0.87 | -2.06 | -0.95 | 11.90% | |
| First Trust Dorsey Wright Momentum & Value ETF | Momentum, Mid Cap Value Equities | 5 сент. 2018 г. | 0.60% | -2.74% | — | 0.70% | 67 | -53.26% | 2.05 | 3.02 | 1.39 | 6.14 | 1.73 | 3.44% | |
| Touchstone Dividend Select ETF | Large Cap Value Equities | 2 авг. 2022 г. | 0.68% | 1.51% | — | 1.96% | 71 | -14.83% | 2.09 | 3.34 | 1.45 | 7.06 | 1.96 | 2.20% | |
| First Trust Dorsey Wright Momentum & Low Volatilit... | Momentum, Volatility Hedged Equity | 5 сент. 2018 г. | 0.60% | 0.14% | — | 0.69% | 19 | -38.26% | 0.63 | 1.09 | 1.13 | -0.61 | -0.19 | 3.01% | |
| iShares Select Dividend ETF | Large Cap Value Equities, Dividend | 3 нояб. 2003 г. | 0.39% | 8.48% | 10.41% | 3.45% | 80 | -62.59% | 2.09 | 3.19 | 1.39 | 8.23 | 2.05 | 2.06% | |
| iShares Asia/Pacific Dividend ETF | Asia Pacific Equities, Dividend | 23 февр. 2012 г. | 0.49% | 10.57% | 7.83% | 4.44% | 95 | -45.61% | 3.92 | 5.27 | 1.73 | 17.06 | 3.73 | 2.49% | |
| iShares Emerging Markets Dividend ETF | Emerging Markets Equities, Dividend | 23 февр. 2012 г. | 0.49% | 10.74% | 8.10% | 5.11% | 91 | -47.42% | 2.74 | 3.75 | 1.53 | 14.01 | 2.91 | 2.36% |
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