中证A500指数基金，1岁了！ 从2024年9月20日首只产品成立算起，截至今年9月20日中证A500指数基金迎来成立一周年。在过往一 年里，近80家基金公司下场布局中证A500指数基金，包括ETF、ETF联接、普通指数基金、指数增强基 金等品种在内，全市场成立的中证A500指数基金达到了140只（不同份额合并统计）。 在多品类、大范围布局之下，中证A500指数基金成为市场上一经推出就迅速成为主流的热门指数产 品。根据统计，截至9月20日的过往一年里，全市场中证A500指数相关基金数量达到了267只，合并不 同份额后的数量为140只（以下所提及的基金数量，均以合并不同份额为统计口径）。这些基金来自近 80家基金公司，发行规模2935.05亿元，截至9月19日的最新规模为4386.44亿元，增长幅度接近50%。 140只基金中有110只具有规模变动数据。具体看，其中的25只在成立后实现规模增长，占比22.73%。 25只实现规模增长的基金中，有19只为ETF产品。截至目前，中证A500相关的ETF一共有43只，发行规 模为610.01亿元，现规模为1901.72亿元。即是说，ETF整体规模的增长，是源于少部分E ...

Core Insights - High-yield, low-drawdown broad-based index funds are favored by investors for their stability and consistent returns [6] Group 1: Index Fund Characteristics - The CSI 300 Index serves as a "barometer" for the A-share market, comprising 300 representative securities that reflect the overall trend of the market [1] - The CCTV Finance 50 Index is uniquely compiled to reflect the performance of well-governed, financially sound companies with growth potential and social responsibility, offering higher returns than the CSI 300 [2] - The Dividend Low Volatility Index focuses on high-dividend stocks from mature industries, providing stability and cash flow, although it has historically experienced significant drawdowns [3] - The Nasdaq 100 Index represents leading global tech companies, achieving a 110% return over five years and over 200% in seven years, but lacks industry diversification [4] - The S&P 500 Index includes 500 large U.S. companies, offering lower volatility and higher stability compared to the Nasdaq 100, with returns exceeding 90% over five years and 230% over ten years [5] Group 2: Investment Strategy - Investors are encouraged to select suitable funds based on their investment goals, risk tolerance, and time horizon, utilizing a mix of the highlighted index funds to create a tailored investment portfolio [6]

Core Viewpoint - The Shanghai Stock Exchange 50 ETF (上证50ETF) has shown significant growth in terms of scale and performance, despite a recent decline in major indices, indicating potential investment opportunities in the fund [3][4]. Performance Summary - As of May 15, 2025, the Shanghai Stock Exchange 50 ETF's scale reached 169.44 billion yuan, marking a six-month high and ranking it 1st among comparable funds [3]. - The ETF experienced a substantial increase in shares, with a growth of 2.023 billion shares over the past month [3]. - The highest monthly return since inception was 33.30%, with a maximum consecutive monthly gain of 335.29% over 15 months [3]. - The ETF outperformed its benchmark with a one-year annualized return exceeding the benchmark by 3.26% [3]. Risk and Recovery Metrics - The maximum drawdown for the ETF this year was 8.41%, with a relative benchmark drawdown of only 0.07%, indicating lower risk compared to peers [3]. - The recovery period after drawdown was 37 days, the fastest among comparable funds [3]. Fee Structure - The management fee for the Shanghai Stock Exchange 50 ETF is 0.15%, and the custody fee is 0.05%, both of which are the lowest in its category [4]. Tracking Accuracy - As of May 14, 2025, the ETF's tracking error over the past month was 0.015%, the highest tracking precision among comparable funds [5]. - The top ten weighted stocks in the index accounted for 49.87% of the total index weight, with notable companies including Kweichow Moutai and Ping An Insurance [5][7].

文 | 银行螺丝钉 （转载请注明出处） 金,有什么特点呢? (1) 以宽基指数基金为主 毕竟宽基指数基金规模最大。 例如A股规模最大的是沪深300指数相关的 基金,总规模在2024年首次超过1万亿。 其次是中证500等指数基金。 (2) 逆势投资,长期持有 螺丝钉指数组合也是沪深300、中证500等 指数基金为主。 国家队往往是在市场大跌的时候会买入比 较多。 例如中央汇金,买入最多的时间点,出现 在2024年2月初和9月中旬，两次5.9星的 阶段。 买入了数千亿的沪深300、中证500等指数 川一） | ノヘレール リ | ▼点击阅读原 文，免费学习大额家庭资产配置课程 ...