Top performing thematic ETFs

VI ETF 中文特别版
Day 2
免责声明
本程序及其内容仅供⼀般参考之⽤。不应将其被视为购买或出售本⽂所述的任何公司或投资的证券
的建议。培训师及其同事不参与提供财务或投资建议，在此基础上提供该计划。如果参与者需要财
务建议或其他相关建议，应咨询称职的专业⼈⼠。
本演示⽂稿仅供您在演示期间的个⼈使⽤，不得以任何形式或通过任何⽅式再⽣、复制、下载或共
享或出售演示⽂稿和相关培训材料，也不得出于任何⽬的传播或分发给第三⽅。管理层应严肃对待
任何违反本条款的⾏为，并且您同意赔偿我们、公司的任何损失、索赔、要求、法律⾏动、诉讼、
成本或开⽀，包括法律费⽤，以及以任何⽅式产⽣的任何责任您参与该计划以及任何违反此处条款
的⾏为。
我们不作任何明示或暗示的陈述、担保或保证，以确保程序中的内容准确、完整或最新。过去的表
现既不是未来回报的预测性指标，也不是未来回报的保证。
对于因使⽤以及应⽤程序的任何内容⽽直接或间接产⽣的任何专业或其他⽅⾯的责任、损失或⻛险，
我们不承担任何责任。
All Rights Reserved by 8VI Global Pte Ltd. No Copy and Reproduction Allowed 3
普通 ETF
（Vanilla ETF）
跟踪⼴泛的基础指数
track on a broad underlying index
Vanilla ETF
• S&P 500 - SPY, VOO, IVV
• Large-cap growth ETF – QQQ*, VUG, IWF, IVW, SCHG,

SPYG, MGK
• Mid-cap growth ETF – IWP, IMCG, IJK, VOT, IVOG, MDYG
• Small cap growth ETF – VBK, IWO, IJT, SLYG, VTWG

*QQQ is a large cap broad-based ETF
Dummy Investing Method
Comparison – SPY, VOO, IVV
VOO
source: seekingalpha
SPY IVV
source: Ycharts
SPDR - SPY
• SPY tracks a market-cap-weighted index of US large- and midcap stocks
selected by the S&P Committee.
Source: seekingalpha, ETF.com
Vanguard - VOO
• VOO tracks a market-cap-weighted index of US large- and midcap stocks
Blackrock - IVV
• IVV tracks a market-cap-weighted index of US large- and midcap stocks
Vanilla ETF
Large Cap Growth ETF
Large Cap Growth ETF
Comparison - Large Cap Growth ETF
QQQ VUG IWF
IVW SCHG SPYG
MGK
source: Ycharts
Invesco - QQQ
• QQQ tracks a modified-market-cap-weighted index of 100 NASDAQ-
listed stocks.
Vanguard - VUG
• VUG tracks the CRSP US Large Cap Growth Index, which selects large-
and midcap stocks with growth characteristics.
Blackrock - IWF
• IWF tracks an index of US large- and midcap stocks selected from the
Russell 1000 Index with the highest growth characteristics, based on
Russell's style methodology
Blackrock - IVW
• IVW tracks an index of large-cap US stocks. The index selects stocks with
growth characteristics from the S&P 500 Index, based on three growth
factors: sales growth, earnings growth, and momentum
Charles Schwab - SCHG
• SCHG tracks the Dow Jones U.S. Large-Cap Growth Total Stock Market
Index, which selects growth stocks from 750 of the largest U.S.
companies by market cap.
SPDR - SPYG
• SPYG tracks an index of primarily large-cap growth stocks. The index
selects companies from the S&P 500 Index based on three growth
factors: sales growth, the ratio of earnings change to price, and
momentum
Vanguard - MGK
• MGK tracks the CRSP US Mega Cap Growth Index. The index selects
stocks from the top 70% of investable market capitalization based on
growth factors.
QQQ VUG
IWF IVW
source: Ycharts
SCHG SPYG MGK
source: Ycharts
Ranking
主题 ETF
(Thematic ETF)
跟踪特定趋势
tracks on a specific trend
Thematic ETF
Thematic ETF
• 主题 ETF 允许不想对个别公司进⾏所有分析⼯作的投资者简单地购买⾏业或趋势。
Thematic ETFs allow investors who don't want to do all the analytical work on individual
companies to simply buy the industry or trend..
• ⻛险⾼于基础⼴泛的基⾦ -主题型 ETF 可能⾯临某些⻛险——例如成⻓型股票的

倍数下降或特定⾏业⻛险
Higher risk than broad-based funds – A thematic ETF may be exposed to certain risks – such as
declining multiples on growth stocks or specific sector risks
• 波动性 - 较⾼的⻛险可以转化为较⾼的波动性，⽆论是上⾏还是下⾏，尤其是对
于较集中的基⾦。
Volatility – Higher risk can translate into higher volatility, both on the upside and downside,
especially for narrowly diversified funds.
Thematic ETF
互联⽹ETF
Internet ETF
Thematic ETF - Internet ETF
Comparison – Internet ETF
FDN KWEB
ARKW EMQQ
source: Ycharts
First Trust - FDN
• FDN tracks a market-cap-weighted index of the largest and most liquid
US Internet companies. (Dow Jones Internet Composite Index)
KraneShares - KWEB
• KWEB tracks a foreign equity index composed of overseas-listed Chinese
Internet companies. (CSI Overseas China Internet Index)
ARK - ARKW
• ARKW is an actively managed fund with a broad mandate to invest in
companies its managers have identified as benefiting from an
infrastructure shift away from hardware and software toward cloud and
mobile.
EMQQ
• EMQQ tracks a cap-weighted index of companies producing most of
their revenue from internet or ecommerce activity in emerging markets.
Comparison – FDN, KWEB, ARKW, EMQQ
FDN KWEB
ARKW EMQQ
source: Ycharts
Ranking
Thematic ETF
半导体ETF
Semiconductor ETF
Thematic ETF - Semiconductor ETF
Comparison – Semiconductor ETF
SOXX SMH XSD
source: Ycharts
Blackrock - SOXX
• SOXX tracks a modified market-cap-weighted index of 30 US-listed
semiconductor companies.
VanEck - SMH
• SMH tracks a market-cap-weighted index of 25 of the largest US-listed
semiconductors companies. (MVIS U.S. Listed Semiconductor 25 Index)
SPDR - XSD
• XSD tracks an equal-weighted index of semiconductor stocks. (S&P
Semiconductors Select Industry)
Comparison – SOXX, SMH, XSD
SOXX SMH XSD
source: Ycharts All Rights Reserved by 8VI Global Pte Ltd. No Copy and Reproduction Allowed 43
Ranking
Thematic ETF
数字⽀付与⾦融科技ETF
Digital Payment & Fintech ETF
Thematic ETF – Digital Payment & Fintech
Comparison – Digital Payment & Fintech
IPAY FINX ARKF
source: Ycharts
ETFMG - IPAY
• IPAY tracks an index of global equity in credit card firms, and companies
providing payment infrastructure, payment services, payment processing
and payment solutions.
Global X - FINX
• FINX tracks a market-cap-weighted index of companies in developed
markets that derive significant revenues from providing financial
technology products and services.
ARK - ARKF
• ARKF is an actively managed fund of stocks related to financial
technology innovation
Comparison – Digital Payment & Fintech
IPAY FINX ARKF
source: Ycharts
Ranking
Thematic ETF
机器人与人工智能ETF
Robotic & AI ETF
Thematic ETF – Robotic & AI ETF
Comparison – Robotic & AI ETF
ARKQ BOTZ ROBO
source: Ycharts
ARK - ARKQ
• ARKQ is an actively managed fund with a broad mandate to invest in
companies that its managers identify as benefiting from automation and
other technological advancements.
Global X - BOTZ
• BOTZ provides market- cap selected and weighted exposure to companies
involved in the development and production of robots or artificial intelligence.
(Index Global Robotics & Artificial Intelligence Thematic Index)
Robo Global - ROBO
• ROBO tracks a global index of companies involved in robotics and
automation. The portfolio utilizes a tiered weighting strategy. (Robo
Global Robotics and Automation Index)
Comparison – Robotic & AI ETF
ARKQ BOTZ ROBO
source: Ycharts All Rights Reserved by 8VI Global Pte Ltd. No Copy and Reproduction Allowed 59
Ranking
Thematic ETF
⽣物技术、基因组进步ETF
Biotechnology, Genomic Advancement ETF
Thematic ETF - Biotechnology, Genomic Advancement
source: seekingalpha All Rights Reserved by 8VI Global Pte Ltd. No Copy and Reproduction Allowed 62
Comparison – Biotechnology, Genomic Advancement
ARKG IBB
XBI FBT
source: Ycharts
ARK - ARKG
• ARKG is an actively managed fund that targets companies involved in the
genomics industry.
Blackrock - IBB
• IBB tracks the performance of a modified market-cap-weighted index of
US biotechnology companies listed on US exchanges. (ICE
Biotechnology Index)
SPDR - XBI
• XBI tracks an equal-weighted index of US biotechnology stocks. (S&P
Biotechnology Select Industry Index)
First Trust - FBT
• FBT tracks an equal-weighted index of US biotechnology stocks. (NYSE
Arca Biotechnology (TR))
Comparison – Biotechnology, Genomic Advancement
ARKG IBB
XBI FBT
source: Ycharts
Ranking
使⽤ETF表达⾃信
USING ETFS TO
EXPRESS CONVICTION
如何寻找ETF (How to find ETFs)
• Finviz.com
• ETF.com – companies / screening tool
ETF清单 (ETF Checklist)
• 管理资产 Asset Under Management > USD 1B （>⼗亿美⾦）
• 费⽤率 Expense ratio
• 5年增⻓率预期 5 year Growth rate expectation
• 1年增⻓率预期 1 year growth rate expectation
• 跟踪记录 Track record
• 估价 valuation

Top performing thematic ETFs

Uploaded by

Document Information

Original Title

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

Top performing thematic ETFs

Uploaded by

Copyright:

Available Formats

VI ETF 中文 特别版

• Large-cap growth ETF – QQQ*, VUG, IWF, IVW, SCHG,

• Mid-cap growth ETF – IWP, IMCG, IJK, VOT, IVOG, MDYG

• Small cap growth ETF – VBK, IWO, IJT, SLYG, VTWG

Source: seekingalpha, ETF.com

Source: seekingalpha, ETF.com

Source: seekingalpha, ETF.com

IVW SCHG SPYG

Source: seekingalpha, ETF.com

Source: seekingalpha, ETF.com

Source: seekingalpha, ETF.com

Source: seekingalpha, ETF.com

Source: seekingalpha, ETF.com

Source: seekingalpha, ETF.com

Source: seekingalpha, ETF.com

• ⻛险⾼于基础⼴泛的基⾦ -主题型 ETF 可能⾯临某些⻛险——例如成⻓型股票的

Source: seekingalpha, ETF.com

Source: seekingalpha, ETF.com

Source: seekingalpha, ETF.com

Source: seekingalpha, ETF.com

Source: seekingalpha, ETF.com

Source: seekingalpha, ETF.com

Source: seekingalpha, ETF.com

Source: seekingalpha, ETF.com

Source: seekingalpha, ETF.com

Source: seekingalpha, ETF.com

Source: seekingalpha, ETF.com

Source: seekingalpha, ETF.com

Source: seekingalpha, ETF.com

Source: seekingalpha, ETF.com

Source: seekingalpha, ETF.com

Source: seekingalpha, ETF.com

Source: seekingalpha, ETF.com

You might also like

VI ETF 中文特别版