Stylin 'me nā Style ETFs
Inā he mea hoʻolale kālāʻoe i loaʻa kahi hoʻonohonoho kūpono , pono pahaʻoe e noʻonoʻo i nā style ETF, i kekahi manawa i kapaʻiaʻo Market Cap ETF. Hiki ke kūʻai aku i ke kālā kūʻai kālā i kekahi mauʻano a me nā nui a me nā hilinaʻi e pili ana i ka nuiʻana o ka maketi (ke poʻo kūʻai makamae). A ke hoʻokaʻawaleʻia nei hoʻi lākou e nāʻano likeʻole e like me ka uluʻana, ka waiwai, a me ka huiʻana o nā meaʻelua.
01 Kapena liʻiliʻi ETFs
Inā he hilinaʻi kou no nā kāpana liʻiliʻi liʻiliʻi, inā pahaʻo kēia paha ka style ETF noʻoe. ʻO kaʻaoʻaoʻokoʻa liʻiliʻiʻo ETF e hahai i kahi hua'ōlelo i loko o nā lāʻau i lalo iho o $ 1 pākēkeli ma ka hoʻonui kālā.
[Makapuni Makahiki = ke kumukūʻai ma keʻano x mau haʻawina kālā]
Eia kekahi laʻana, VB - ka Vanguard Small Cap ETF, ke mele i ka hana a ka MSCI US Small Cap 1750 huapalapala, a he helu helu ia o nā lāʻau kūʻai o nā kamaliʻi US liʻiliʻi. ʻO SBA Communications Corporation (SBAC) he kumu ia o kahi waihona ma kēia waihona.
Makemakeʻoe eʻike i kekahi'āpana kala liʻiliʻi ma ka hana? A laila e nānā i kēia mau papa inoa ...
- Helu o ka liʻiliʻi liʻiliʻi ETF
- Helu o Micro-Cap ETF
02 Ma waena o ka moku-waena ETF
Ma waena o ka poʻomanaʻo, e hoʻokomoʻia ka inoa o ka FEF i nā huahelu me ka nui o kaʻilikai ma waena o nā pae he $ 1 biliona a me $ 10 biliona.
No ka laʻana, IJH - ka papa helu iShares S & P MidCap 400 e hoʻokomo i ka papa helu S & P MidCap 400, i hanaʻia me nā hui e like me Ross Stores, Inc. (ROST).
Inā makemakeʻoe eʻike i kekahi mau hiʻohiʻona o ka hapalua manawa, e nānāʻoe ma mua aʻe o kaʻu papa inoa o nā ETF.
03 Nui Kāpana Pāʻokoʻa ETFs
Aia kēia mauʻano ETF i nā lāʻau me nā kālepa kūʻai ma kahi $ 10 biliona. ʻOiai he hui pū me kahiʻoihana kūʻaiʻoihana-ʻoi aku ma luna o $ 100 biliona i hiki ke nānāʻia he mega-kapena, no ka pono o ka style ETF, e hāʻule ana kēlā poʻe i loko o ka moku nui.
ʻO kahi hiʻohiʻona o ka ETF nui-poʻokela,ʻo ia ka EXT -ʻo ka WisdomTree Total Seasons ETF, kahi e kuhikuhi ai i ka indexTarn Earnings index. Aia kēia papa helu i nā poʻo nui poʻokela likeʻo AT & T a me Exxon Mobil.
Makemakeʻoe eʻike i kekahi mau hōʻailona o ke kālā nui-cap, a laila loaʻa iaʻu kekahi mau mea eʻike ai ...
- Helu o nā Pā'ā nui-Cap ETF
- Helu o Mega-Cap ETF
04ʻOhana FEE maikaʻi
ʻO nā ETFs waiwai nui he kālāʻuʻuku, nui, a waena paha o ka hapalua, akā, ua hanaʻia e nānā i nāʻoihana e kūʻai ana ma kahi kūʻai kūʻai haʻahaʻa ma mua o ko lākou "ʻoiaʻiʻo". I kekahi manawa,ʻaʻole e kūʻai ana kekahi kumukūʻai i kona kūlana piha loa inā paʻa ka'eneke a me ka haʻihaʻi makuka. Hiki i kēia ke lilo i kumu hoʻohālike o kahi waiwai waiwai. Ke hele nei ia i ka hihia o ke "kūpono maoli" e pili ana i ka manaʻo o ka mākaʻi.
ʻO kahi hiʻohiʻona o ka ETF waiwaiʻo JKF - ka iShares Morningstar Large Value Index, nāna e kuhikuhi i ka Starstar Large Value Index. ʻO kēia ETF nui nui-cap me nā palekana a me nā mea hua'ōlelo likeʻole me nā koho a me nā koho e hoʻohui i kāna helu helu. ʻO ke Bank of America (BAC) he kumu ia o kahi waiwai ma kēia papa kuhikuhi a me ke kālā.
05 E Kuhi ana i ka Style ETFs
ʻO ka style Growth ETF e hahai i kahi hua ulu ulu ma loko o nā kumukūʻai me nā kālā i manaʻoʻia e ulu ma kahi kiʻekiʻe ma luna o ka pili i ka mākeke. ʻO nā kamupene i loko o ka waihona kālā ulu kālā,ʻaʻole lākou e uku i ka uku, akā, e uku hou i nā uku i loko o kaʻoihana.
Eia nō hoʻi, he mea nui e hoʻomaopopo i kaʻokoʻa ma waena o kahi ulu ulu a me kahiʻoihana ulu. ʻO kahi ulu ulu waiwai he kālā kālā a loaʻa kālā paha iʻoi aʻe ka wikiwiki ma mua o ka hoʻokele waiwai. ʻAʻole ia e lilo i mea kanu ulu. A ma kekahi mauʻano, hiki ke hoʻonuiʻia ka waiwai o kahiʻoihana ulu.
ʻO kahi hiʻohiʻona o kahiʻano ulu e halihaliʻiaʻo IWP - ka iShares Russell Midcap Growth Index ETF, kahi e kuhikuhi ai i ka helu kuhiʻo Russell Midcap Growth. ʻO kahi kūʻai i kēia piko waena o ka ETFʻo Avon Products (AVP).
06 Hoʻolaha Pāʻokoʻa ETFs
ʻO nāʻano ETF nā mea like. Aia lākou i kahi hui o ka ulu ulu a me nā kumukūʻai waiwai a hiki ke hoʻonuiʻia e kekahi mau mea kūʻai kālā. Eia kekahi laʻana, IWM -ʻo ka iShares Russell 2000 Index ETF e hoʻokomo i ka Russell 2000 Index a he mau hui e like me Tupperware Brands (TUP) a me Bally Technologies (BYI).
E like me kāu eʻike ai, aia nāʻano ETF o nāʻano likeʻole no kāu papahana hoʻokele. Aʻo ka mea maikaʻi e pili ana i ETF ,ʻo ia ka mea maikaʻi i loaʻa iā lākou ma mua o ka kūʻaiʻana i nāʻano kālai'āina'ē aʻe e like me nā 'ano likeʻole a me nā kālā kālā. No laila paha paha ka manawa i hoʻomaka aiʻoe me ETF .
A inā makemakeʻoe eʻike i kekahi o kēia mau peni kālā i ka hana, e nānāʻoe ma mua aʻe o koʻu papa inoa o nā ETF.