Current location - Trademark Inquiry Complete Network - Tian Tian Fund - "Double Creation 5ETF" is coming! How should we seize investment opportunities?
"Double Creation 5ETF" is coming! How should we seize investment opportunities?

The first batch of 9 science, technology and entrepreneurship 5 ETFs (double-creation 5 ETFs), which have attracted much attention from the market, were officially put on sale on Monday.

before, kechuang 5ETF and gem 5ETF already existed in the market. what's the difference between shuangchuang 5ETF and them?

if we want to invest, what kind of index fund should we buy? How to invest?

1. Differences in index compilation

The main difference among the three index funds is that they are slightly different in compilation.

first of all, the samples of the three major funds are different.

the constituent stocks of kechuang 5ETF mainly come from science and technology innovation board, the venture 5ETF comes from the growth enterprise market, and the double 5ETF comes from the above two sectors.

secondly, there are different methods to select constituent stocks.

kechuang 5ETF is a sample selection based on turnover and total market value;

GEM 5ETF is a sample selection based on turnover and industry characteristics;

The Shuangchuang 5ETF is a listed company in emerging industries, which combines the sample of the top 5 companies selected by the total market value.

2. Differences in industry distribution

According to the data of official website of China Securities Index, official website of China Securities Index and Haomai Fund Research Center,

Kechuang 5ETF pays more attention to the information technology industry, accounting for 54.35%;

The double-creation 5ETF is more focused on the pharmaceutical industry, accounting for more than 41%;

compared with the above two indexes, the GEM 5ETF is relatively scattered, accounting for only 34% of the pharmaceutical industry, and the investment in the industry is also significantly higher than the first two funds.

obviously, the gem 5ETF is more focused on diversification.

3. The top ten awkwardness stocks and their concentration are different

According to the data, the top ten awkwardness stocks of Shuangchuang 5ETF are more similar to those of GEM 5ETF, with 7 stocks being the same.

The top five positions of Shuangchuang 5ET are all from GEM 5ETF, including Contemporary Amperex Technology Co., Limited, Mindray Medical and Aier Ophthalmology.

compared with the gem 5ETF, only two of the top ten shares of science and technology innovation board 5ETF overlap with Shuangchuang 5ETF, and their similarity is low.

in terms of the concentration of the top ten stocks, the concentration of the 5ETF on the Growth Enterprise Market is higher, reaching more than 6%.

while the concentration ratio of the top ten shares of the other two funds is only about 5%, it can be seen that the GEM 5ETF is more radical and the investment is more concentrated.

first of all, we analyze the returns of the three index funds.

Since both the Shuangchuang 5 Index and the Kechuang 5 Index are based on December 31st, 219.

therefore, from January 2, 22, the cumulative returns of the three funds, as of June 17, the returns of Shuangchuang 5 index reached 16%, and the returns of GEM 5 index reached 19%, which was relatively high.

in contrast, the science and technology innovation index is only 47%.

Therefore, we should pay more attention to the Shuangchuang 5 Index and the Growth Enterprise Market 5 Index, which have better performance.

At the same time, according to the above analysis, compared with the top ten stocks of GEM 5 Index, Shuangchuang 5 Index has lower concentration, more diversified investment and less risk.

Then the small partners who have higher requirements on the investment withdrawal rate can focus on the investment of Shuangchuang 5 Index Fund.

Secondly, analyze the constituent stocks of the three major index funds.

The constituent stocks of Shuangchuang 5 Index Fund are basically emerging industries such as medical and health care and information technology, and the industries they invest in are generally considered to have more investment value and growth, so the recent returns have all performed well.

On the other hand, Shuangchuang 5 Index Fund can effectively absorb the advantages of GEM 5 Index and science and technology innovation board 5 Index.

We can not only learn technology from science and technology innovation board and companies with good growth attributes, but also select companies with more stable profits and returns in the Growth Enterprise Market.

From this point of view, Shuangchuang 5 Index Fund has more investment value than the other two funds.

finally, nine double-creation 5 index funds were issued on Monday. So many funds were issued together. Which fund should we choose?

Actually, Tou Erjun thinks that as far as the index fund itself is concerned, the fund manager plays a small role, which is purely to copy the index.

So when you choose this kind of fund, you should mainly pay attention to the size of the fund company and the investment experience of the fund manager.

funds issued by large fund companies such as E Fund, Huaxia and Nanfang.

For fund managers, we mainly look at their investment years, the investment return rate of index funds and their ability to track indexes.

Here, Tou Erjun would also like to remind all investment friends once again that the volatility and retracement rate of both Shuangchuang 5 Index Fund, GEM 5 Index Fund and Kechuang 5 Index Fund are definitely higher than those of the Shanghai and Shenzhen 3 and Shanghai 5 broad-based indexes.

Therefore, in the process of investment, it is very important to control the position and adjust the investment mentality in time.

it is suggested that 2% of the total funds should be invested, and it would be more appropriate to make a small investment with money that has not been used for three years!

risk warning: the fund is risky, so be careful when investing!

Pay attention to @ Touer Master and learn more investment skills!