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共享基经丨同名的ETF,却跟踪不同的指数,区别在哪?(一)
Mei Ri Jing Ji Xin Wen· 2025-07-18 09:34
Group 1: ETF Naming and Differentiation - Many ETFs have undergone renaming this year to enhance their recognizability [1] - Despite renaming, several ETFs still have similar names, making it difficult to distinguish between them, especially when they track different indices [1] Group 2: Medical and Health ETFs - There are two ETFs named Medical and Health ETF: one managed by Huaxia Fund tracking the Shanghai Stock Exchange Medical and Health Industry Index, and another managed by GF Fund tracking the CSI All Share Medical and Health Index [2][3] - The Shanghai Stock Exchange Medical and Health Industry Index consists of 50 constituent stocks, while the CSI All Share Medical and Health Index includes 111 constituent stocks, fully encompassing the former [4][5] Group 3: Performance Comparison - The Shanghai Stock Exchange Medical and Health Industry Index has outperformed the CSI All Share Medical and Health Index over the past year to five years [6][7] Group 4: Medical ETFs - Two ETFs are named Medical ETF: one managed by Huatai-PB Fund tracking the CSI Medical and Health Index with 80 constituent stocks, and another managed by E Fund tracking the CSI 300 Medical and Health Index with 25 constituent stocks [8][9] - The CSI Medical and Health Index fully covers the constituent stocks of the CSI 300 Medical and Health Index [9] Group 5: Performance of Medical ETFs - The CSI Medical and Health Index has shown slightly better performance than the CSI 300 Medical and Health Index over the past year to five years [10] Group 6: Medical 50 ETFs - There are two ETFs named Medical 50 ETF: one managed by Bosera Fund tracking the CSI Medical 50 Index with 50 constituent stocks, and another managed by Huaan Fund tracking the CSI Sub-Industry Medical Theme Index, also with 50 constituent stocks [11][12] - Both indices share 25 common constituent stocks, with each having 25 unique stocks [12] Group 7: Performance of Medical 50 ETFs - The CSI Sub-Industry Medical Theme Index has outperformed the CSI Medical 50 Index in the past year and three years, while the latter has slightly better performance over the past five years [13]