高收益債ETF與基金的報酬率 - 基金
By Jacob
at 2012-12-27T17:24
at 2012-12-27T17:24
Table of Contents
最近考慮要買高收益債的國外ETF或是國外基金
兩者各有缺點,國外ETF配息要扣30%的稅,基金則是管理費高~~
所以直接比較績效來選擇
比較的結果有點讓我意外,ETF的績效竟然沒比基金好多少..
我直接用moneydj上的比較結果(這結果跟我算得差不多)
http://i.imgur.com/HcQNA.png
國外ETF是JNK跟HYG,國外基金是貝萊德、施羅德、摩根的不配息的高收益債基金
單看今年,基金都贏ETF。三年的話,也只有施羅德輸ETF,五年的話就比較接近
但moneydj上ETF的配息還沒扣30%,扣了之後輸更多..
這結果真是有點讓我意外...囧
--
兩者各有缺點,國外ETF配息要扣30%的稅,基金則是管理費高~~
所以直接比較績效來選擇
比較的結果有點讓我意外,ETF的績效竟然沒比基金好多少..
我直接用moneydj上的比較結果(這結果跟我算得差不多)
http://i.imgur.com/HcQNA.png
國外ETF是JNK跟HYG,國外基金是貝萊德、施羅德、摩根的不配息的高收益債基金
單看今年,基金都贏ETF。三年的話,也只有施羅德輸ETF,五年的話就比較接近
但moneydj上ETF的配息還沒扣30%,扣了之後輸更多..
這結果真是有點讓我意外...囧
--
All Comments
By Frederic
at 2013-01-01T16:23
at 2013-01-01T16:23
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at 2013-01-19T23:53
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