由于ETF是基金的一种，所以会产生管理成本，这个管理成本就是所谓的内扣费用(Expense ratio)。内扣费用主...
追踪金融板块ETF:XLF (Financial Select Sector SPDR Fund) XLF追踪S&P Financial Select Sector Index,现在由巴菲特掌舵的巴郡B,以及美国最大银行摩根大通分别占其权重逾12%,指数成分股的业务范围包括保险、投资银行、商业银行、消费金融等领域。由于XLF的成分股集中于金融板块,意味息率及经济环境均对成分股的业绩影响甚...
追踪金融板块ETF:XLF (Financial Select Sector SPDR Fund) XLF追踪S&P Financial Select Sector Index,现在由巴菲特掌舵的巴郡B,以及美国最大银行摩根大通分别占其权重逾12%,指数成分股的业务范围包括保险、投资银行、商业银行、消费金融等领域。由于XLF的成分股集中于金融板块,意味息率及经济环境均对成分股的业绩影响甚...
Index Funds:Cost whatever the broker charges to get into that fund and any loads charged by the fund company, plus an ongoing expense ratio that is typically higher than its ETF counterpart. For instance, while the Vanguard REIT ETF (VNQ) has an expense ratio of 0.10%, the index fund tr...
Expense Ratio0.39% The amounts shown above are as of the current prospectus, but may not include extraordinary expenses incurred by the Fund over the past fiscal year. Amounts are rounded to the nearest basis point, which in some cases may be "0.00". ...
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Fund StatusOpen Fund InceptionMay 15, 2000 Managers Savage Hsui Whitehead Investment Policy The Fund seeks investment results that correspond generally to the price and yield performance of the S&P 500 Index which is composed of large-capitalization U.S. equities. The underlying Index included approxi...
In 2022, the average expense ratio for an index ETF was 0.16%.1 The average cost for an actively managed mutual fund was 0.66%.2 Overall, the average fees for investors have seen a steady decline.3 Key Takeaways Mutual fund companies have steadily cut their fees to compete with low-...
Tracking error is virtually eliminated with ETNs. The issuer has agreed to pay the full value of the index (less the expense ratio) at maturity. An ETN pays investors once the fund matures based on the price of the asset or index. There's no tracking error because the fund itself isn'...
Index Fund vs. ETF: An Overview Index funds and exchange-traded funds (ETFs) have revolutionized investing over the past few decades, offering low-cost ways for individuals to gain broad market exposure. While these two investment vehicles share many similarities, they also have key differences ...