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申万宏源“研选”说——如何快速定位你要的ETF?
申万宏源 研究 如何快速定位你要的 = TF? 股票 2 债券型 ETF 商品2 t - This and 其中,每一类ETF都可以按照投资策略进一 步细分。以股票型ETF为例,包含宽基指数、行 业主题、风格因子、投资概念、海外投资等多种 分类。目前,我司官方APP"申万宏源申财有 道"的ETF专区中,已经上线了ETF筛选器功能, 具体路径为: 理财-ETF专区-ETF筛选器, 可以帮 助投资者快速找到自己希望查询的品类和该品类 下有哪些ETF产品: IFFX 指数 © 费率优惠( 盘中预点 举例来说,如果投资者希望找到带有"红 利/股息"标签的产品,可以直接点击ETF筛选器 页面的"筛选",选择"红利/股息"标签,即 可得到所有带有这一标签的产品列表,如下图: 近年来,国内ETF(交易型开放式指数基 金)市场火热,受到了投资者的广泛关注。但如 何选到一只心仪的、优质的ETF产品,可并不是 一件简单的事情。主要可以分为两步走: 确定好自己希望投资的ETF品类 按照投资标的划分,ETF可以分为股票型、 债券型、货币型和商品型。 确定好自己希望投资的ETF品类 在同一品类下选出更好的产品 对于投资者来说,应该结合 ...
独家洞察 | 2024年美国ETF市场大爆发
慧甚FactSet· 2025-02-28 02:09
Core Insights - The US ETF market is experiencing unprecedented growth in 2024, with record inflows and new issuances, surpassing $10 trillion in assets under management [1][3][5] - The surge is driven by various factors, including the popularity of cryptocurrency-related ETFs and actively managed ETFs, which have attracted significant capital [1][2][3] Market Growth - In 2024, investors contributed $1.12 trillion to the US ETF market, marking the first time inflows reached the trillion-dollar level, resulting in a total asset management size of $10.4 trillion [3][5] - The growth of the ETF market is attributed to both market performance and capital inflows, with a notable increase in the number of ETFs, totaling 3,934 after 757 new ETFs were launched [5][7] Asset Class Performance - Equity and fixed income ETFs reached record inflows in 2024, with money market ETFs also gaining traction, attracting over $38 billion, a significant increase from previous years [8][10] - Fixed income ETFs accounted for 26% of total inflows, despite a strong stock market that limited their market share growth [10][11] Investment Strategies - The competition among ETFs spans various asset classes and strategies, with a growing interest in actively managed products, which saw inflows significantly exceeding initial market share expectations [11][12] - In 2024, actively managed equity ETFs attracted $145 billion, far surpassing initial market share predictions by $114 billion, while actively managed bond ETFs saw inflows of $110 billion, exceeding expectations by $16 billion [14][18] Cost Trends - The average cost of ETFs in the US has seen a slight increase of 0.003%, reversing a long-term trend of declining fees, primarily due to the rising costs of actively managed ETFs [23][25] - The average cost of bond ETFs rose by 0.005%, driven by the increased market share of actively managed bond ETFs, which have higher fees compared to vanilla bond funds [28][30] Popular ETFs - The top ten equity ETFs by inflow in 2024 included low-cost vanilla ETFs like VOO and IVV, alongside higher-cost strategy ETFs such as QQQ and RSP [45][47] - In the fixed income category, the top inflows were dominated by core vanilla holdings like AGG and BND, with notable entries from actively managed funds like JAAA and FBND [52][54] Emerging Trends - The approval of spot cryptocurrency ETFs has revitalized the money market ETF segment, with significant inflows into products like the Invesco Bitcoin Trust ETF [55][56] - Leveraged ETFs, particularly those focused on single stocks and cryptocurrencies, have gained popularity, with products like the GraniteShares 2x Long Nvidia Daily ETF (NVDL) seeing substantial interest [56][60]