{"id":454860,"date":"2023-03-16T00:31:29","date_gmt":"2023-03-16T07:31:29","guid":{"rendered":"https:\/\/nai500.com\/blog\/2023\/03\/%e4%bb%b7%e5%80%bc%e6%8a%95%e8%b5%84-etf-%e7%be%8e%e5%9b%bd%e8%82%a1%e5%b8%82%e6%9c%80%e5%a5%bd%e7%9a%84%e4%bb%b7%e5%80%bcetf%e6%9c%89%e5%93%aa%e4%ba%9b\/"},"modified":"2023-03-16T00:31:48","modified_gmt":"2023-03-16T07:31:48","slug":"%e5%83%b9%e5%80%bc%e6%8a%95%e8%b3%87-etf-%e7%be%8e%e5%9c%8b%e8%82%a1%e5%b8%82%e6%9c%80%e5%a5%bd%e7%9a%84%e5%83%b9%e5%80%bcetf%e6%9c%89%e5%93%aa%e4%ba%9b%ef%bc%9f","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2023\/03\/%e5%83%b9%e5%80%bc%e6%8a%95%e8%b3%87-etf-%e7%be%8e%e5%9c%8b%e8%82%a1%e5%b8%82%e6%9c%80%e5%a5%bd%e7%9a%84%e5%83%b9%e5%80%bcetf%e6%9c%89%e5%93%aa%e4%ba%9b%ef%bc%9f\/","title":{"rendered":"\u50f9\u503c\u6295\u8cc7\u70ba\u4ec0\u9ebc\u8981\u9078ETF\uff1f\u7f8e\u570b\u80a1\u5e02\u6700\u597d\u7684\u50f9\u503cETF\u6709\u54ea\u4e9b\uff1f"},"content":{"rendered":"<p>\u6309\u7167\u8afe\u8c9d\u723e\u734e\u5f97\u4e3bEugene Fama\u548cKenneth French\u63d0\u51fa\u7684\u4e09\u56e0\u5b50\u6a21\u578b\u7406\u8ad6\uff0c\u6295\u8cc7\u4f4e\u4f30\u503c\u7684\u50f9\u503c\u80a1\u53ef\u4ee5\u7372\u5f97\u8dd1\u8d0f\u5e02\u5834\u7684\u6536\u76ca\u7387\u3002\u4e0d\u904e\uff0c\u9664\u4e86\u683c\u96f7\u5384\u59c6\u548c\u5df4\u83f2\u7279\u9019\u6a23\u7684\u50f9\u503c\u6295\u8cc7\u5927\u4f6c\uff0c\u73fe\u5728\u6bd4\u5982Vanguard\u548c\u8c9d\u840a\u5fb7\u7b49\u5f88\u591a\u516c\u53f8\u90fd\u9762\u5411\u666e\u901a\u6295\u8cc7\u8005\u63a8\u51fa\u4e86\u5927\u91cf\u7684\u50f9\u503c\u4ea4\u6613\u6240\u4ea4\u6613\u57fa\u91d1\uff08ETF\uff09\u3002<\/p>\n<p>\u53e6\u4e00\u500b\u6709\u8da3\u7684\u73fe\u8c61\u662f\uff0c\u7f8e\u570b\u80a1\u5e02\u50f9\u503c\u80a1\u548c\u6210\u9577\u80a1\u7684\u8f2a\u52d5\u5f80\u5f80\u6703\u6301\u7e8c\u591a\u500b\u5b63\u5ea6\u751a\u81f3\u5f88\u591a\u5e74\uff0c\u6bd4\u5982\u8aaa\u6210\u9577\u80a1\u9818\u5148\u76841995-2000\u5e74\u548c2006-2020\u5e74\uff0c\u4ee5\u53ca\u50f9\u503c\u80a1\u9818\u5148\u76842000-2006\u5e74\u4ee5\u53ca2021\u5e74\u8fc4\u4eca\u3002<\/p>\n<p>\u904e\u53bb10\u5e74\uff0c\u5728\u7f8e\u570b\u79d1\u6280\u677f\u584a\u7684\u52a9\u63a8\u4e4b\u4e0b\uff0c\u6210\u9577\u80a1\u8dd1\u8d0f\u50f9\u503c\u80a1\u3002\u4e0d\u904e\u5982\u679c\u5c07\u9031\u671f\u62c9\u9577\uff0c\u50f9\u503c\u80a1\u9084\u662f\u6709\u7565\u52dd\u4e00\u7c4c\u3002\u6bd4\u5982\u8aaa\u5f9e1972\u5e74\u8fc4\u4eca\uff0c\u7f8e\u570b\u5927\u5e02\u503c\u50f9\u503c\u80a1\u7684\u5e74\u5316\u6536\u76ca\u7387\u905411.1%\uff0c\u7a0d\u9ad8\u65bc\u6210\u9577\u80a1\u768410.1%\u30022022\u5e74\uff0c\u50f9\u503c\u80a1\u50c5\u4e0b\u8dcc2.2%\uff0c\u540c\u671f\u6210\u9577\u80a1\u56de\u64a4\u5e45\u5ea6\u9ad8\u905433.2%\u3002<\/p>\n<p>Blue Chip Partners\u7684\u6295\u8cc7\u4e3b\u7ba1Daniel Dusina\u8868\u793a\uff0c\u5728\u901a\u8139\u548c\u5229\u7387\u4e0a\u5347\u7684\u74b0\u5883\u4e0b\uff0c\u50f9\u503c\u56e0\u5b50\u5c31\u50cf2022\u5e74\u4e00\u6a23\u7e3d\u80fd\u8dd1\u8d0f\u5e02\u5834\u3002\u6b64\u5916\uff0c\u5728\u65b0\u7684\u5546\u696d\u9031\u671f\u555f\u52d5\u968e\u6bb5\uff0c\u6bd4\u5982\u8aaa\u7d93\u6fdf\u8870\u9000\u7684\u7d50\u675f\u6642\uff0c\u50f9\u503c\u80a1\u4e5f\u7e3d\u662f\u8dd1\u8d0f\u5e02\u5834\u3002<\/p>\n<h2>\u50f9\u503c\u6295\u8cc7\u70ba\u4ec0\u9ebc\u8981\u9078ETF\uff1f<\/h2>\n<p>\u9996\u5148\uff0c\u50f9\u503c\u80a1\u7684\u9074\u9078\u4ee5\u53ca\u6295\u8cc7\u7d44\u5408\u7684\u7ba1\u7406\u8017\u6642\u8017\u529b\u8017\u9322\uff0c\u6295\u8cc7ETF\u53ef\u4ee5\u8b93\u4f60\u76f4\u63a5\u7576\u7529\u624b\u638c\u6ac3\u3002\u6b64\u5916\uff0c\u50f9\u503cETF\u4e5f\u6709\u5404\u7a2e\u985e\u578b\uff0c\u6bd4\u5982\u8aaa\u5c0f\u76e4\u3001\u6df1\u5ea6\u50f9\u503c\u4ee5\u53ca\u9ad8\u606f\u7b49\u50f9\u503cETF\uff0c\u4fbf\u65bc\u6295\u8cc7\u8005\u7d44\u5408\u3002<\/p>\n<h2>\u7f8e\u80a1\u6700\u597d\u76847\u53ea\u50f9\u503cETF<\/h2>\n<table width=\"558\">\n<tbody>\n<tr>\n<td>\u50f9\u503cETF<\/td>\n<td>\u8cbb\u7528\u7387<\/td>\n<\/tr>\n<tr>\n<td>SPDR S&amp;P 600 Small Cap Value ETF (ticker:\u00a0SLYV)<\/td>\n<td>0.15%<\/td>\n<\/tr>\n<tr>\n<td>Roundhill Acquirers Deep Value ETF (DEEP)<\/td>\n<td>0.8%<\/td>\n<\/tr>\n<tr>\n<td>Vanguard Value ETF (VTV)<\/td>\n<td>0.04%<\/td>\n<\/tr>\n<tr>\n<td>Vanguard High Dividend Yield ETF (VYM)<\/td>\n<td>0.06%<\/td>\n<\/tr>\n<tr>\n<td>Dimensional US Targeted Value ETF (DFAT)<\/td>\n<td>0.28%<\/td>\n<\/tr>\n<tr>\n<td>Avantis US Large Cap Value ETF (AVLV)<\/td>\n<td>0.15%<\/td>\n<\/tr>\n<tr>\n<td>JPMorgan Active Value ETF (JAVA)<\/td>\n<td>0.44%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h3>\u5c0f\u76e4\u80a1\u50f9\u503cETF<\/h3>\n<p>\u5982\u679c\u4f60\u5c0d\u5c0f\u76e4\u80a1\u611f\u8208\u8da3\uff0c<a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=SLYV\">SPDR S&amp;P 600 Small Cap Value ETF\uff08SLYV\uff09<\/a>\u9019\u53ea\u50f9\u503cETF\u5c31\u975e\u5e38\u9069\u5408\u3002SLYV\u8ddf\u8e64\u7684S&amp;P Small Cap 600 Value Index\u662f\u4e00\u96bb\u5c0f\u5e02\u503c\u50f9\u503c\u6307\u6578\uff0c\u6301\u80a1\u6578\u91cf\u9054455\u53ea\uff0c\u53ef\u4ee5\u4f5c\u70ba\u6a19\u666e500\u6307\u6578ETF\u7684\u88dc\u5145\u3002\u76f8\u6bd4\u4e4b\u4e0b\uff0cRoundhill Acquirers Deep Value ETF\uff08DEEP\uff09\u6301\u80a1\u7684\u5e73\u5747\u52a0\u6b0a\u5e02\u503c\u4e0d\u5230$10\u5104\uff0c\u800c\u4e14\u591a\u6578\u516c\u53f8\u7684\u81ea\u7531\u73fe\u91d1\u6d41\u70ba\u6b63\uff0c\u8f03\u597d\u5730\u898f\u907f\u4e86\u50f9\u503c\u9677\u9631\u3002\u6b64\u5916\uff0cDEEP\u7684\u6301\u80a1\u66f4\u52a0\u96c6\u4e2d\uff0c\u7e3d\u8a08\u6301\u670999\u53ea\u80a1\u7968\u3002<\/p>\n<h3>\u88ab\u52d5\u6307\u6578\u578b\u50f9\u503cETF<\/h3>\n<p>\u5982\u679c\u4f60\u60f3\u7d44\u5efa\u4e00\u500b\u9577\u671f\u7684\uff0c\u8cb7\u5165\u4e26\u6301\u6709\u7684\u9000\u4f11\u6295\u8cc7\u7d44\u5408\uff0c\u53ef\u4ee5\u8003\u616e\u88ab\u52d5\u578b\u7684\u50f9\u503cETF\uff0c\u6bd4\u5982\u8aaa\u8ddf\u8e64\u7f8e\u570b\u5927\u76e4\u80a1\u50f9\u503c\u6307\u6578CRSP US Large Cap Value Index\u7684Vanguard Value ETF\uff08VTV\uff09\u3002\u88ab\u52d5\u6307\u6578\u578b\u57fa\u91d1\u7684\u512a\u9ede\u662f\u6210\u672c\u4f4e\uff0c\u6bd4\u5982\u8aaaVTV\u7684\u8cbb\u7528\u7387\u53ea\u67090.04%\u3002<\/p>\n<h3>\u80a1\u606f\u50f9\u503cETF<\/h3>\n<p>\u5982\u679c\u4f60\u60f3\u7372\u5f97\u66f4\u9ad8\u7684\u6536\u76ca\u7387\uff0c\u53ef\u4ee5\u8003\u616e\u80a1\u606fETF\uff0c\u6bd4\u5982\u8aaa\u9ad8\u606fETF Vanguard High Dividend Yield ETF\uff08VYM\uff09\u3002\u80a1\u606f\u80a1\u901a\u5e38\u90fd\u5728\u50f9\u503c\u7bc4\u7587\u4e4b\u5167\uff0c\u540c\u6642\u53d7\u76ca\u65bc\u5229\u7387\u4e0a\u5347\u74b0\u5883\uff0c\u56e0\u6b64VYM\u548cVTV\u6709\u5f88\u591a\u76f8\u4f3c\u4e4b\u8655\uff0c\u6bd4\u5982\u8aaa\u5927\u5e02\u503c\u50f9\u503c\u80a1\u5bc6\u96c6\u3002<\/p>\n<h3>\u8070\u660e\u8c9d\u5854\u50f9\u503cETF<\/h3>\n<p>\u4e0d\u540c\u4e8e\u88ab\u52d5ETF\uff0c\u8070\u660e\u8c9d\u5854ETF\u6839\u64da\u91cf\u5316\u6307\u6a19\u9032\u884c\u5ba2\u89c0\u5730\u9078\u80a1\uff0c\u56e0\u6b64\u53ef\u4ee5\u898f\u907f\u6389\u50f9\u503c\u9677\u9631\uff0c\u6bd4\u5982\u8aaaDimensional U.S. Targeted Value ETF\uff08DFAT\uff09\u548cAvantis U.S. Large Cap Value ETF\uff08AVLV\uff09\u3002DFAT\u7684\u9078\u80a1\u6a19\u6e96\u9664\u4e86\u5e02\u6de8\u7387\u3001\u5e02\u73fe\u7387\u548c\u5e02\u76c8\u7387\u7b49\u9019\u4e9b\u50f9\u503c\u7279\u5fb5\u5916\uff0c\u9084\u8981\u8003\u616e\u76c8\u5229\u80fd\u529b\u548c\u52d5\u91cf\u56e0\u5b50\u3002AVLV\u7684\u9078\u80a1\u6a19\u6e96\u5305\u62ec\u8abf\u6574\u5f8c\u5e02\u6de8\u7387\u548c\u8abf\u6574\u5f8c\u7d93\u71df\u6d3b\u52d5\u7522\u751f\u7684\u73fe\u91d1\/\u6de8\u8cc7\u7522\u6bd4\u7387\u9019\u4e9b\u50f9\u503c\u548c\u76c8\u5229\u6307\u6a19\uff0c\u4ee5\u53ca\u6d41\u52d5\u6027\u548c\u5e02\u503c\u3002<\/p>\n<h3>\u4e3b\u52d5\u578b\u50f9\u503cETF<\/h3>\n<p>\u8070\u660e\u8c9d\u5854\u7b56\u7565\u53ef\u80fd\u6709\u6548\uff0c\u4f46\u672c\u8cea\u4e0a\u9084\u662f\u5f8c\u9867\uff0c\u7121\u6cd5\u5c0d\u7576\u524d\u4ee5\u53ca\u672a\u4f86\u7684\u8b8a\u5316\u505a\u51fa\u53ca\u6642\u7684\u53cd\u61c9\uff0c\u56e0\u6b64\u4e3b\u52d5\u7ba1\u7406\u578b\u7684\u57fa\u91d1\u9084\u662f\u6709\u81ea\u5df1\u5b58\u5728\u7684\u7368\u7279\u50f9\u503c\u3002\u6bd4\u5982\u8aaa\uff0c\u4e3b\u52d5\u7ba1\u7406\u578b\u7684\u50f9\u503cETF <a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=JAVA\">JPMorgan Active Value ETF\uff08JAVA\uff09<\/a>\u63a1\u53d6\u7368\u6709\u7684\u81ea\u4e0b\u800c\u4e0a\u7684\u7b56\u7565\u8a55\u4f30\u516c\u53f8\u57fa\u672c\u9762\u4e26\u9074\u9078\u53ef\u80fd\u7684\u50f9\u503c\u80a1\u3002\u4e0d\u904e\uff0cJAVA\u7684\u8cbb\u7528\u7387\u70ba0.44%\uff0c\u9ad8\u65bc\u524d\u9762\u7684\u88ab\u52d5\u578b\u6216\u8070\u660e\u8c9d\u5854\u50f9\u503c\u56e0\u5b50ETF\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u6309\u7167\u8afe\u8c9d\u723e\u734e\u5f97\u4e3bEugene Fama\u548cKenneth French\u63d0\u51fa\u7684\u4e09\u56e0\u5b50\u6a21\u578b\u7406\u8ad6\uff0c\u6295\u8cc7\u4f4e\u4f30\u503c\u7684\u50f9\u503c\u80a1\u53ef [&hellip;]<\/p>\n","protected":false},"author":27,"featured_media":418973,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[1522,431],"tags":[2159,2126,2001,1860],"class_list":{"0":"post-454860","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","6":"hentry","7":"category-1522","8":"category-trends-strategies-zh-hant","9":"tag-2159","10":"tag--zh-hant","13":"sectors-financial-products-zh-hant","14":"locations-us-zh-hant","15":"exchange-nasdaq-zh-hant","16":"exchange-nyse-zh-hant"},"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/454860","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/users\/27"}],"replies":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/comments?post=454860"}],"version-history":[{"count":0,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/454860\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media\/418973"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media?parent=454860"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/categories?post=454860"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/tags?post=454860"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}