共享基经丨同名ETF对比（十九）：名称同是消费电子ETF、科技龙头ETF，背后跟踪的指数有何不同？

Group 1: Consumer Electronics ETF - There are two ETFs named Consumer Electronics ETF, one managed by Huaxia Fund tracking the Guozheng Consumer Electronics Theme Index, and the other managed by Ping An Fund tracking the Zhongzheng Consumer Electronics Theme Index [2][3] - The Guozheng Consumer Electronics Theme Index consists of 50 listed companies involved in the consumer electronics industry, with an average market capitalization of approximately 664 million [2][4] - The Zhongzheng Consumer Electronics Theme Index also includes 50 companies, but with a higher average market capitalization of about 1,222 million [4] - Both indices share 29 common constituent stocks, while each has 21 unique stocks [5] - The Zhongzheng Consumer Electronics Theme Index has outperformed the Guozheng index in terms of returns over the past one, three, and five years, although it also exhibits higher annualized volatility [7][8] - The current P/E ratio of the Guozheng index is around the 55th percentile of the past ten years, indicating a medium level, while the Zhongzheng index is at the 90th percentile, suggesting a high valuation [8] Group 2: Technology Leaders ETF - There are two ETFs named Technology Leaders ETF, with one managed by Huitianfu Fund tracking the Zhongzheng Huagangshen Technology Leaders Index, and the other managed by ICBC Credit Suisse Fund tracking the Zhongzheng Technology Leaders Index [11][12] - The Zhongzheng Huagangshen Technology Leaders Index includes 50 large-cap companies with significant market share and R&D investment, with an average market capitalization of approximately 2,399 million [11] - The Zhongzheng Technology Leaders Index also consists of 50 companies but has a lower average market capitalization of about 924 million [13] - Both indices share 23 common constituent stocks, with each having 27 unique stocks [14] - The Zhongzheng Technology Leaders Index has outperformed the Zhongzheng Huagangshen index in returns over the past one, three, and five years, but it also has higher volatility [16] - The current P/E ratio of the Zhongzheng Huagangshen index is below the 25th percentile of the past ten years, while the Zhongzheng Technology Leaders index is above the 70th percentile, indicating a relatively high valuation [17]