近五年ESG的ETF報酬率勝過標普500 - 投資
By Kristin
at 2018-10-05T00:48
at 2018-10-05T00:48
Table of Contents
前面有網友分享ESG(environmental, social and governance)的投資讓我也感到興趣
這標的感覺不錯,不過缺點交易量是比較少
Vanguard S&P 500 ETF (VOO) (管理費0.04)
iShares MSCI USA ESG Select ETF(SUSA)(管理費0.25)
iShares MSCI KLD 400 Social ETF(DSI) (管理費0.25)
2013 2014 2015 2016 2017
VOO 32.33 13.63 1.35 11.93 21.78
SUSA 30.87 13.49 1.89 12.25 22.52
DSI 35.49 12.15 0.47 10.34 20.96
ESG在管理費比較高的情況
居然跟標普500互有勝負而差距也不是太大
最近Vanguard出了管理費更低的ESG ETF
或許投資這些有社會責任的公司會勝過投資標普500
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By Skylar DavisLinda
at 2018-10-07T01:42
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