{"id":1421,"date":"2020-05-26T17:05:00","date_gmt":"2020-05-26T09:05:00","guid":{"rendered":"https:\/\/blog.roboadvisor.com.tw\/?p=1421"},"modified":"2020-05-26T17:05:00","modified_gmt":"2020-05-26T09:05:00","slug":"etf-%e8%ae%93%e5%b8%82%e5%a0%b4%e6%b3%a1%e6%b2%ab%ef%bc%9f","status":"publish","type":"post","link":"https:\/\/blog.roboadvisor.com.tw\/?p=1421","title":{"rendered":"ETF \u8b93\u5e02\u5834\u6ce1\u6cab\uff1f"},"content":{"rendered":"\n<p>\u8fd1\u671f Investment Company Institute (ICI\uff1b\u7f8e\u570b\u6295\u8cc7\u516c\u53f8\u5354\u6703)\uff0c\u767c\u8868\u4e86\u4e00\u5e74\u4e00\u5ea6\u7f8e\u570b\u8cc7\u7522\u7ba1\u7406\u696d\u8005\u7684\u7d71\u8a08\u6578\u64da\u5831\u544a\uff0cICI \u662f\u7f8e\u570b\u773e\u591a\u6295\u8cc7\u516c\u53f8\u6240\u6210\u7acb\u7684\u5354\u6703\u6a5f\u69cb\uff0c\u6210\u7acb\u65bc 1940 \u5e74\uff0c\u5b9a\u671f\u6703\u767c\u8868\u95dc\u65bc\u5171\u540c\u57fa\u91d1\u3001ETF \u6216\u5c01\u9589\u5f0f\u57fa\u91d1\u7684\u767c\u5c55\u72c0\u6cc1\uff0c\u8b93\u6a5f\u69cb\u6cd5\u4eba\u8207\u4e00\u822c\u6295\u8cc7\u4eba\u77ad\u89e3\u6574\u9ad4\u5e02\u5834\u7684\u767c\u5c55\u8da8\u52e2\u3002<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter\"><img decoding=\"async\" src=\"https:\/\/blog.roboadvisor.com.tw\/wp-content\/uploads\/2020\/05\/FACTBOOK-209x300.jpg\" alt=\"\" class=\"wp-image-5561\"\/><\/figure><\/div>\n\n\n\n<p><a href=\"https:\/\/www.icifactbook.org\/?utm_medium=banner&amp;utm_source=display&amp;utm_campaign=factbook2020&amp;utm_term=webhomepage&amp;utm_content=bannerlink\">\u5831\u544a\u9023\u7d50<\/a><\/p>\n\n\n\n<p>2019 \u5e74\u5e95\uff0c\u5168\u4e16\u754c ETF \u7e3d\u8cc7\u7522\u898f\u6a21\u70ba 6.3 \u5146\u7f8e\u5143\uff0c\u5176\u4e2d\u4ee5\u7f8e\u570b\u70ba\u6700\u4e3b\u8981\u7684\u5e02\u5834\uff0c\u7f8e\u570b\u6709\u5c07\u8fd1\u7d04 4.4 \u5146\u7f8e\u5143\u7684 ETF \u7ba1\u7406\u8cc7\u7522\uff0c\u5171 2,096 \u6a94 ETF \u5728\u7f8e\u570b\u4ea4\u6613\u6240\u4ea4\u6613\u3002<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter\"><img decoding=\"async\" src=\"https:\/\/blog.roboadvisor.com.tw\/wp-content\/uploads\/2020\/05\/001-e1590420782235.png\" alt=\"\" class=\"wp-image-5564\"\/><\/figure><\/div>\n\n\n\n<p>\u7f8e\u570b\u76ee\u524d\u5171\u540c\u57fa\u91d1\u4e4b\u7e3d\u7ba1\u7406\u8cc7\u7522\u7d04 22 \u5146\u7f8e\u5143\uff0c\u5176\u4e2d\u4e3b\u52d5\u5f0f\u7ba1\u7406\u7684\u57fa\u91d1 (\u6db5\u84cb\u5171\u540c\u57fa\u91d1\u8207 ETF) \u4f54 60% \u7684\u8cc7\u7522\u898f\u6a21\uff0c\u53cd\u89c0\u88ab\u52d5\u5f0f ETF \u8207\u88ab\u52d5\u5f0f\u6307\u6578\u578b\u57fa\u91d1\u50c5\u4f54 40%\uff0c\u4e5f\u5c31\u662f\u8aaa\uff1a\u76ee\u524d\u7f8e\u570b\u5e02\u5834\uff0c\u5927\u591a\u6578\u8cc7\u7522\u4ecd\u662f\u88ab\u4e3b\u52d5\u7ba1\u7406\u7684\uff01<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter\"><img decoding=\"async\" src=\"https:\/\/blog.roboadvisor.com.tw\/wp-content\/uploads\/2020\/05\/002-e1590420966739.png\" alt=\"\" class=\"wp-image-5563\"\/><\/figure><\/div>\n\n\n\n<p>\u6709\u8da3\u7684\u4e8b\u662f\uff0c\u5373\u4f7f\u4e3b\u52d5\u5f0f\u57fa\u91d1\u76ee\u524d\u4ecd\u70ba\u5e02\u5834\u7684\u4e3b\u8981\u9738\u4e3b\uff0c\u4f46\u904e\u53bb\u5341\u5e74\uff0c\u4e3b\u52d5\u5f0f\u80a1\u7968\u57fa\u91d1\u4e0d\u65b7\u5448\u73fe\u8cc7\u91d1\u6de8\u6d41\u51fa\u7684\u72c0\u614b\uff0c\u5c24\u5176\u5f9e 2015 \u5e74\u958b\u59cb\uff0c\u8cc7\u91d1\u6d41\u51fa\u7684\u73fe\u8c61\u66f4\u52a0\u660e\u986f\uff0c\u53e6\u4e00\u65b9\u9762\uff0c\u88ab\u52d5\u5f0f\u80a1\u7968\u57fa\u91d1\u4e0d\u65b7\u5448\u73fe\u8cc7\u91d1\u6de8\u6d41\u5165\uff0c\u4e0d\u8ad6\u662f ETF \u6216\u662f\u6307\u6578\u578b\u57fa\u91d1\u7686\u76f8\u540c\u3002<\/p>\n\n\n\n<p>\u4e00\u65b9\u9762\u53ef\u4ee5\u53cd\u6620\u4e3b\u52d5\u5f0f\u57fa\u91d1\u8cbb\u7528\u9ad8\u6602\u7684\u554f\u984c\uff0c\u6295\u8cc7\u4eba\u6f38\u6f38\u77ad\u89e3\u6295\u8cc7\u6210\u672c\u662f\u5831\u916c\u7684\u95dc\u9375\uff0c\u53e6\u5916\uff0c\u7f8e\u570b\u6a5f\u5668\u4eba\u7406\u8ca1\u7684\u84ec\u52c3\u767c\u5c55\uff0c\u4e5f\u8b93 ETF \u7b49\u88ab\u52d5\u5f0f\u6295\u8cc7\u7684\u65b9\u5f0f\u9010\u6f38\u8208\u8d77\u3002<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter\"><img decoding=\"async\" src=\"https:\/\/blog.roboadvisor.com.tw\/wp-content\/uploads\/2020\/05\/003-e1590421036645.png\" alt=\"\" class=\"wp-image-5568\"\/><\/figure><\/div>\n\n\n\n<p>\u5373\u4f7f\u88ab\u52d5\u5f0f\u57fa\u91d1\u8207 ETF \u7684\u8cc7\u91d1\u6de8\u6d41\u91cf\u4e0d\u65b7\u589e\u52a0\uff0c\u5716\u4e8c\u8ac7\u5230\uff0c\u76ee\u524d\u7f8e\u570b\u5171\u540c\u57fa\u91d1\u5e02\u5834\u6709 60% \u7684\u8cc7\u7522\u662f\u7531\u4e3b\u52d5\u5f0f\u7ba1\u7406\uff0c\u56e0\u6b64\uff0c\u88ab\u52d5\u5f0f\u6295\u8cc7\u5546\u54c1\u7684\u6574\u9ad4\u4ea4\u6613\u7e3d\u984d\uff0c\u5c0d\u65bc\u7f8e\u570b\u6574\u9ad4\u80a1\u5e02\u4ea4\u6613\u7e3d\u503c\u4f86\u8aaa\u66f4\u662f\u5fae\u4e0d\u8db3\u9053\u3002<\/p>\n\n\n\n<p>\u5716\u56db\u53ef\u4ee5\u77ad\u89e3\uff0c\u4e0d\u8ad6\u4e3b\u52d5\u5f0f\u7684\u57fa\u91d1\u6216\u662f\u88ab\u52d5\u5f0f\u7684 ETF\uff0c\u5176\u4f54\u6574\u9ad4\u7f8e\u570b\u80a1\u5e02\u4ea4\u6613\u984d\u7684\u6bd4\u91cd\u5404\u5225\u53ea\u6709 15%\uff0c\u6574\u500b\u80a1\u7968\u5e02\u5834\u6709\u9ad8\u9054 70% \u7684\u8cc7\u7522\u662f\u7531\u5176\u4ed6\u6295\u8cc7\u4eba\u6240\u6301\u6709\uff0c\u4f8b\u5982\uff1a\u9000\u4f11\u57fa\u91d1\u3001\u907f\u96aa\u57fa\u91d1\u3001\u4fdd\u96aa\u516c\u53f8\u3001\u9280\u884c\u91d1\u878d\u6a5f\u69cb\uff0c\u6216\u662f\u6563\u6236\u6295\u8cc7\u4eba\uff0c\u9019\u4e9b\u591a\u6578\u4eba\u70ba\u4e3b\u52d5\u578b\u64cd\u4f5c\u8005\u3002<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter\"><img decoding=\"async\" src=\"https:\/\/blog.roboadvisor.com.tw\/wp-content\/uploads\/2020\/05\/004-e1590421246940.png\" alt=\"\" class=\"wp-image-5567\"\/><\/figure><\/div>\n\n\n\n<p>\u800c\u4e14\u9019\u88e1\u5448\u73fe\u7684\u662f\u7f8e\u570b\u5e02\u5834\u7684\u72c0\u6cc1\uff0c\u4e00\u958b\u59cb\u6709\u63d0\u5230 ETF \u4e3b\u8981\u5e02\u5834\u8207\u6210\u9577\u90fd\u5728\u7f8e\u570b\uff0c\u4e14\u6839\u64da\u6578\u64da\u986f\u793a\uff0c\u904e\u53bb\u5341\u5e74\uff0c\u6d41\u5165\u6307\u6578\u578b\u57fa\u91d1\u7684\u8cc7\u91d1\uff0c\u6709 42% \u6d41\u5165\u7f8e\u570b\u80a1\u5e02\u300127% \u6d41\u5165\u570b\u969b\u80a1\u5e02\uff0c\u53ea\u6709\u5c0f\u90e8\u4efd\u9032\u5165\u50b5\u5238\u8cc7\u7522\u8207\u53e6\u985e\u8cc7\u7522\u7684\u6307\u6578\u578b\u57fa\u91d1\u3002<\/p>\n\n\n\n<p>\u56e0\u6b64\uff0c\u5728 ETF \u6210\u9577\u901f\u5ea6\u8207\u5e02\u5834\u6700\u5927\u7684\u7f8e\u570b\uff0c\u6307\u6578\u578b\u57fa\u91d1\u90fd\u4e0d\u662f\u5e02\u5834\u4e3b\u529b\uff0c\u5728\u5176\u4ed6\u5e02\u5834\u8207\u8cc7\u7522\u985e\u5225\uff0c\u6307\u6578\u578b\u57fa\u91d1\u66f4\u662f\u96e3\u4ee5\u5f71\u97ff\u6216\u52a0\u5f37\u6574\u9ad4\u5e02\u5834\u7684\u6f32\u8dcc\u6ce2\u52d5\u3002<\/p>\n\n\n\n<p>\u5728\u4e09\u6708\u4efd\u5e02\u5834\u718a\u5e02\u5d29\u76e4\u4e4b\u969b\uff0c\u8a31\u591a\u4eba\u9ad8\u558a\u300c\u6307\u6578\u6295\u8cc7\u904e\u71b1\u300d\u3001\u300cETF \u8b93\u5e02\u5834\u6ce2\u52d5\u52a0\u5287\uff0c\u7522\u751f\u52a9\u6f32\u52a9\u8dcc\u6548\u679c\u300d\u6216\u300c\u5927\u5bb6\u760b\u72c2\u6301\u6709 ETF\uff0c\u5c07\u9020\u6210\u5e02\u5834\u6ce1\u6cab\uff01\u300d\uff0c\u9019\u4e9b\u8a00\u8ad6\u7d14\u7cb9\u662f\u6839\u64da\u81ea\u5df1\u60f3\u50cf\uff0c\u6216\u662f\u4e3b\u52d5\u5f0f\u57fa\u91d1\u696d\u8005\u64d4\u6182\u672a\u4f86\u7522\u696d\u767c\u5c55\uff0c\u800c\u5c0d\u6307\u6578\u5316\u6295\u8cc7\u7522\u751f\u7684\u6279\u8a55\u8207\u5a01\u8105\u3002<\/p>\n\n\n\n<p>\u5716\u4e94\u53ef\u4ee5\u770b\u5230\uff0c\u5f9e 2016 \u5e74\u81f3 2019 \u5e74\u671f\u9593\uff0c\u5c07\u8fd1 80%~90% \u4e4b ETF \u4ea4\u6613\u90fd\u767c\u751f\u5728\u6b21\u7d1a\u5e02\u5834\uff0c\u4e5f\u5c31\u662f\u6295\u8cc7\u4eba\u4e4b\u9593\u7684\u4e92\u76f8\u4ea4\u63db\u8cb7\u8ce3\uff0c\u5b8c\u5168\u4e0d\u6703\u89f8\u53ca ETF \u6240\u6301\u6709\u6a19\u7684\u7684\u5be6\u8cea\u8cb7\u8ce3\uff08\u521d\u7d1a\u5e02\u5834\u2014\u7533\u8cfc\u8d16\u56de )\uff0c\u63db\u53e5\u8a71\u8aaa\uff0c\u5728\u6b21\u7d1a\u5e02\u5834\u4ea4\u6613\u7684 ETF\uff0c\u6839\u672c\u4e0d\u6703\u5f71\u97ff\u5176 ETF \u6240\u6301\u6709\u7684\u80a1\u7968\u8207\u50b5\u5238\u4f9b\u9700\uff0c\u66f4\u4e0d\u7528\u8aaa\u5c0d\u6574\u9ad4\u80a1\u5e02\u6216\u50b5\u5e02\u7684\u52a9\u6f32\u52a9\u8dcc\u3002<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter\"><img decoding=\"async\" src=\"https:\/\/blog.roboadvisor.com.tw\/wp-content\/uploads\/2020\/05\/005-e1590421368744.png\" alt=\"\" class=\"wp-image-5566\"\/><\/figure><\/div>\n\n\n\n<p>ETF \u521d\u7d1a\u5e02\u5834\u4ea4\u6613\u5230\u5e95\u5f71\u97ff\u80a1\u5e02\u6709\u591a\u5927\u5462\uff1f\u904e\u53bb\u5341\u5e74\uff0c\u5373\u4f7f\u7f8e\u570b ETF \u7684\u767c\u884c\u91cf\u8207\u4ea4\u6613\u91cf\u7206\u767c\u6027\u6210\u9577\uff0c\u4f46 ETF \u5728\u521d\u7d1a\u5e02\u5834\u7684\u4ea4\u6613\u6d3b\u52d5\u4f54\u6574\u9ad4\u7f8e\u570b\u80a1\u5e02\u7684\u5f71\u97ff\u9084\u662f\u975e\u5e38\u5c0f\uff0c\u7d04\u4ecb\u65bc 4%~5% \u5de6\u53f3\u3002\u5373\u4f7f\u5728\u80a1\u5e02\u6ce2\u52d5\u52a0\u5287\u7684 2018 \u5e74\uff0c\u7f8e\u570b\u80a1\u7968\u578b ETF \u7684\u7533\u8cfc\u8d16\u56de\u6d3b\u52d5\u4e5f\u50c5\u4f54\u7576\u5e74\u6301\u6709\u6a19\u7684\u80a1\u7968\u4ea4\u6613\u91cf\u7e3d\u984d\u7684 5.4\uff05\u3002\u56e0\u6b64\uff0c\u5c0d\u7f8e\u570b\u800c\u8a00\uff0cETF\u7684\u4ea4\u6613\u5c0d\u65bc\u6574\u9ad4\u80a1\u5e02\u7684\u5f71\u97ff\u4ecd\u7136\u975e\u5e38\u5fae\u5c0f\uff0c\u5176\u4ed6\u570b\u5bb6\u4e4b\u80a1\u5e02\u66f4\u662f\u5982\u6b64\u3002<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter\"><img decoding=\"async\" src=\"https:\/\/blog.roboadvisor.com.tw\/wp-content\/uploads\/2020\/05\/006-e1590421557586.png\" alt=\"\" class=\"wp-image-5565\"\/><\/figure><\/div>\n\n\n\n<p>ETF \u5728\u904e\u53bb 10 \u5e74\u78ba\u5be6\u662f\u84ec\u52c3\u767c\u5c55\uff0c\u9023\u80a1\u795e\u5df4\u83f2\u7279\u90fd\u8a8d\u540c\u4e00\u822c\u6295\u8cc7\u4eba\u61c9\u8a72\u6301\u6709 S&amp;P 500 ETF\uff0c\u4f46\u6574\u500b\u88ab\u52d5\u5f0f\u57fa\u91d1\u7684\u7e3d\u7ba1\u7406\u8cc7\u7522\u76f8\u8f03\u65bc\u4e3b\u52d5\u5f0f\u57fa\u91d1\u4ecd\u6709\u4e00\u6bb5\u5dee\u8ddd\uff0cETF \u7684\u8cc7\u7522\u898f\u6a21\u8207\u4ea4\u6613\u91cf\u5728\u5de8\u5927\u7684\u91d1\u878d\u5e02\u5834\u4e2d\u53ea\u662f\u4e00\u5c0f\u90e8\u5206\u800c\u5df2\uff0c\u5f71\u97ff\u529b\u5fae\u4e0d\u8db3\u9053\uff0c\u56e0\u6b64\u4e0d\u8981\u88ab\u65b0\u805e\u5a92\u9ad4\u7684\u932f\u8aa4\u8cc7\u8a0a\u8aa4\u5c0e\uff0c\u800c\u5c0d\u65bc\u88ab\u52d5\u5f0f\u6295\u8cc7\u6709\u932f\u8aa4\u7684\u8a8d\u77e5\u8207\u6050\u61fc\u3002<\/p>\n\n\n\n<p>\u5e02\u5834\u6ce1\u6cab\u5f9e\u4f86\u4e0d\u662f\u91d1\u878d\u5546\u54c1\u5c0e\u81f4\u7684\u7d50\u679c\uff0c\u800c\u662f\u56e0\u70ba\u4eba\u7684\u8caa\u5a6a\u8207\u6050\u61fc\u3002<\/p>\n\n\n\n<p><strong>\u4f60\u9084\u5728\u8ff7\u832b\u6295\u8cc7\u7684\u9078\u64c7\u55ce\uff1f\u9084\u4e0d\u6e05\u695a\u8ca1\u52d9\u898f\u5283\u5982\u4f55\u9032\u884c\u55ce\uff1f\u6216\u8a31\u4f60\u8a72\u8a66\u8a66\u514d\u8cbb\u7684\u8ca1\u52d9\u5feb\u7be9\uff0c\u5e6b\u81ea\u5df1\u7684\u8ca1\u52d9\u898f\u5283\u505a\u4e00\u500b\u7c21\u55ae\u7684\u5065\u5eb7\u6aa2\u67e5\uff01(\u8a18\u5f97\u767b\u8a18\u514d\u8cbb\u5c08\u4eba\u89e3\u8aaa\u670d\u52d9\u5537\uff01)<\/strong><\/p>\n\n\n\n<p><br \/><\/p>\n\n\n\n<p>\ud83d\udc49\ud83d\udc49\ud83d\udc49\u8ca1\u52d9\u5feb\u7be9\u9023\u7d50:\u00a0<a href=\"https:\/\/roboadvisor.com.tw\/portal_mk.aspx\">https:\/\/roboadvisor.com.tw\/portal_mk.aspx<\/a><\/p>\n\n\n\n<p><br \/><\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u8fd1\u671f Investment Company Institute (ICI\uff1b\u7f8e\u570b\u6295\u8cc7\u516c\u53f8\u5354\u6703)\uff0c\u767c\u8868\u4e86\u4e00\u5e74\u4e00\u5ea6\u7f8e [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":1422,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[23,9,10,12],"tags":[55,82,194,265],"class_list":["post-1421","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-23","category-9","category-10","category-12","tag-etf","tag-82","tag-194","tag-265"],"blocksy_meta":{"styles_descriptor":{"styles":{"desktop":"","tablet":"","mobile":""},"google_fonts":[],"version":6}},"_links":{"self":[{"href":"https:\/\/blog.roboadvisor.com.tw\/index.php?rest_route=\/wp\/v2\/posts\/1421","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/blog.roboadvisor.com.tw\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/blog.roboadvisor.com.tw\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/blog.roboadvisor.com.tw\/index.php?rest_route=\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/blog.roboadvisor.com.tw\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=1421"}],"version-history":[{"count":0,"href":"https:\/\/blog.roboadvisor.com.tw\/index.php?rest_route=\/wp\/v2\/posts\/1421\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/blog.roboadvisor.com.tw\/index.php?rest_route=\/wp\/v2\/media\/1422"}],"wp:attachment":[{"href":"https:\/\/blog.roboadvisor.com.tw\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=1421"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/blog.roboadvisor.com.tw\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=1421"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/blog.roboadvisor.com.tw\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=1421"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}