{"id":237,"date":"2024-01-28T14:40:13","date_gmt":"2024-01-28T06:40:13","guid":{"rendered":"https:\/\/henrysfinancialnotes.com\/?p=237"},"modified":"2024-03-02T17:38:47","modified_gmt":"2024-03-02T09:38:47","slug":"why-you-should-buy-cap-weighted-etfs","status":"publish","type":"post","link":"https:\/\/henrysfinancialnotes.com\/en\/why-you-should-buy-cap-weighted-etfs\/","title":{"rendered":"9\u6210\u7f8e\u80a1\u57fa\u91d1\u8868\u73fe\u8f38S&P500\u6307\u6578 – \u70ba\u4ec0\u9ebc\u4f60\u4e0d\u8a72\u8cb7\u57fa\u91d1?"},"content":{"rendered":"

2002\u5e74\uff0c\u7f8e\u570b\u5e02\u5834\u4e0a\u5171\u67092,253\u6a94\u80a1\u7968\u57fa\u91d1\u3002\u5c07\u6642\u9593\u5feb\u8f49\u523020\u5e74\u5f8c\uff0c2022\u5e7412\u670831\u65e5\uff0c\u6700\u521d\u7684\u5169\u5343\u591a\u6a94\u57fa\u91d1\u53ea\u5269\u4e0b725\u6a94(\u7d0432%\uff0c\u53e6\u5916\u4e00\u5343\u4e94\u767e\u652f\u90fd\u88ab\u6e05\u7b97\u4e86)\uff0c\u800c\u66f4\u4ee4\u4eba\u9a5a\u8a1d\u7684\u662f\uff0c\u5728\u901920\u5e74\u7684\u671f\u9593\u88e1\uff0c\u9ad8\u905492%\u7684\u80a1\u7968\u57fa\u91d1\u5831\u916c\u7387\u90fd\u8f38\u7d66\u5c0d\u61c9\u7684\u5927\u76e4\u6307\u6578(\u5982\u6a19\u6e96\u666e\u723e500\u6307\u6578)!<\/strong><\/p>\n\n\n\n

\u7f8e\u80a1\u57fa\u91d1\u7d93\u7406\u4eba\u7e3e\u6548 vs \u5927\u76e4\u6307\u6578(S&P500)<\/h2>\n\n\n\n

\u57fa\u91d1\u7d93\u7406\u4eba\u64c1\u6709\u9f90\u5927\u8cc7\u6e90 – \u6574\u500b\u7814\u7a76\u5718\u968a\u3001\u5373\u6642\u4e14\u5b8c\u6574\u7684\u6578\u64da\u4e26\u4f9d\u6b64\u4f86\u4e3b\u52d5\u9078\u80a1<\/strong><\/mark>\uff0c\u4f46\u5373\u4f7f\u5728\u77ed\u77ed\u76841\u5e74\u5167(2022\/07\/01 – 2023\/06\/30)\uff0c\u4ecd\u7136\u4e0d\u523040%<\/strong><\/mark>\u7684\u5927\u578b\u80a1\u57fa\u91d1\u80fd\u7372\u5f97\u9ad8\u65bc\u5c0d\u61c9\u7684S&P500\u6307\u6578\u5831\u916c(\u5982\u4e0b\u5716)\uff0c\u4e14\u96a8\u8457\u6642\u9593\u589e\u52a0\u6bd4\u4f8b\u6301\u7e8c\u4e0b\u964d\uff0c\u82e5\u5c07\u671f\u9593\u62c9\u9577\u81f315\u5e74(2008\/07\/01 – 2023\/06\/30)\uff0c\u5269\u4e0b\u4e0d\u523010%<\/strong><\/mark>\u7684\u57fa\u91d1\u80fd\u6253\u6557\u5927\u76e4\u6307\u6578\u3002<\/p>\n\n\n\n

\"\"
\u622a\u81f32023\/06\/30\uff0c\u57281\u30013\u30015\u300110\u300115\u5e74\u5167\u5831\u916c\u7387\u512a\u65bc\u6a19\u666e500\u6307\u6578\u7684\u5927\u578b\u80a1\u57fa\u91d1\u6bd4\u4f8b(\u8cc7\u6599\u4f86\u6e90 : SPIVA<\/a>)<\/figcaption><\/figure>\n\n\n\n

\u6253\u4e0d\u8d0f\u6307\u6578\uff0c\u5c31\u8cb7\u5165\u6307\u6578\u578bETF!<\/h2>\n\n\n\n

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\"\"
S&P500\u6307\u65781980\u5e74\u81f32024\u5e741\u6708\u8d70\u52e2(\u8cc7\u6599\u4f86\u6e90 : Investing.com<\/a>)<\/figcaption><\/figure>\n\n\n\n

\u6210\u70ba\u6700\u597d\u7684\u57fa\u91d1\u7d93\u7406\u4eba\u53ea\u9808\u8981\u505a\u4e00\u4ef6\u4e8b?<\/h2>\n\n\n\n

\u96d6\u7136\u4e0a\u9762\u8ac7\u5230\uff0c\u5e7e\u4e4e\u6240\u6709\u7684\u57fa\u91d1\u7d93\u7406\u4eba\u90fd\u6c92\u8fa6\u6cd5\u5728\u9577\u671f(\u751a\u81f3\u77ed\u671f)\u6301\u7e8c\u53d6\u5f97\u6bd4\u5927\u76e4\u66f4\u9ad8\u7684\u5831\u916c\u7387\uff0c\u4f46\u6709\u4e00\u7a2e\u57fa\u91d1\u7d93\u7406\u4eba\u7684\u76ee\u6a19\u662f\u7372\u5f97\u548c\u5927\u76e4\u4e00\u6a23\u7684\u5831\u916c\u7387\uff0c\u800c\u4e14\u64cd\u4f5c\u65b9\u5f0f\u975e\u5e38\u7c21\u55ae\uff0c\u5c31\u662f\u5c07\u57fa\u91d1\u6301\u6709\u7684\u6bcf\u6a94\u80a1\u7968\u7684\u6bd4\u4f8b\u8abf\u6574\u5230\u8ddf\u5927\u76e4\u6307\u6578\u4e00\u6a23 – \u4ed6\u6703\u4f9d\u7167\u6bcf\u9593\u516c\u53f8\u7684\u5e02\u503c\u5927\u5c0f\u4f86\u6c7a\u5b9a\u8981\u8cb7\u5165\u591a\u5c11\u80a1\u7968\uff0c\u800c\u7576\u9019\u9593\u516c\u53f8\u5e02\u503c\u4e0a\u5347\u6642\uff0c\u4ed6\u6703\u589e\u52a0\u9019\u6a94\u80a1\u7968\u5728\u57fa\u91d1\u88e1\u7684\u6bd4\u4f8b\uff0c\u76f8\u53cd\u5730\uff0c\u5982\u679c\u9019\u5bb6\u516c\u53f8\u80a1\u50f9\u6301\u7e8c\u4e0b\u8dcc\uff0c\u5e02\u503c\u4e00\u76f4\u6e1b\u5c11\uff0c\u9019\u4f4d\u57fa\u91d1\u7d93\u7406\u4eba\u6703\u6e1b\u6301\u9019\u6a94\u80a1\u7968\uff0c\u751a\u81f3\u6703\u5168\u90e8\u8ce3\u6389 – \u9019\u7a2e\u4e0d\u4f9d\u64da\u81ea\u8eab\u7814\u7a76\u4e3b\u52d5\u9078\u80a1<\/mark>\uff0c\u800c\u662f\u6839\u64da\u516c\u53f8\u898f\u6a21\u6c70\u5f31\u7559\u5f37\u7684\u88ab\u52d5\u6295\u8cc7(\u9078\u80a1)\u65b9\u5f0f\uff0c\u5c31\u662f\u5e02\u503c\u52a0\u6b0a\u578bETF<\/mark><\/strong>(\u5982\u53f0\u7063\u76840050\u3001\u7f8e\u570b\u7684SPY\u3001VOO)\u7684\u7d93\u7406\u4eba\u5728\u505a\u7684\u4e8b!<\/p>\n\n\n\n

\u7e3d\u7d50<\/h2>\n\n\n\n

\u76f8\u8f03\u65bc\u4e00\u822c\u57fa\u91d1\u4e3b\u52d5\u9078\u80a1<\/strong><\/mark>\u7684\u65b9\u5f0f\uff0c\u88ab\u52d5\u6295\u8cc7<\/strong><\/mark>\u7684\u5e02\u503c\u52a0\u6b0a\u578bETF(\u53f0\u7063\u52a0\u6b0a\u6307\u6578\u5c0d\u61c9\u7684\u5e02\u503c\u52a0\u6b0a\u578bETF\u70ba0050\u3001006208\uff0c\u7f8e\u570b\u6a19\u666e500\u6307\u6578\u5c0d\u61c9\u7684ETF\u5247\u70baSPY, VOO\u7b49)\u7684\u5831\u916c\u7387\u901a\u5e38\u8f03\u9ad8\uff0c\u52a0\u4e0a\u5e02\u503c\u52a0\u6b0a\u578bETF\u901a\u5e38\u898f\u6a21\u8f03\u5927\uff0c\u53c8\u6bd4\u8f03\u5c11\u8cb7\u8ce3\u6210\u5206\u80a1\u7684\u60c5\u6cc1\u4e0b\uff0c\u5167\u6263\u8cbb\u7528(\u7e3d\u8cbb\u7528\u7387)\u4f4e\uff0c\u5c0d\u57fa\u91d1\u7684\u9577\u671f\u6de8\u503c\u5f71\u97ff\u5c0f\uff0c\u662f\u76f8\u5c0d\u65bc\u4e00\u822c\u57fa\u91d1\u66f4\u9069\u5408\u9577\u671f\u6301\u6709\u7684\u6a19\u7684\u3002<\/p>\n\n\n\n

\n

\u8cc7\u6599\u4f86\u6e90<\/strong> :<\/p>\nActive vs. Passive Investing: What’s the Difference? (investopedia.com)<\/a>
SPIVA U.S. Scorecard Year-End 2022 (spglobal.com)<\/a>
SPIVA | S&P Dow Jones Indices (spglobal.com)<\/a><\/cite><\/blockquote>\n\n\n\n

<\/p>","protected":false},"excerpt":{"rendered":"

2002\u5e74\uff0c\u7f8e\u570b\u5e02\u5834\u4e0a\u5171\u67092,253\u6a94\u80a1\u7968\u57fa\u91d1\uff0c20\u5e74\u5f8c\uff0c\u9ad8\u905492%\u7684\u80a1\u7968\u57fa\u91d1..<\/p>","protected":false},"author":1,"featured_media":319,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"nf_dc_page":"","om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[37],"tags":[39,40,38,42,44,41],"class_list":["post-237","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-investment","tag-etf","tag-40","tag-38","tag-42","tag-44","tag-41"],"blocksy_meta":[],"jetpack_featured_media_url":"https:\/\/i0.wp.com\/henrysfinancialnotes.com\/wp-content\/uploads\/2024\/01\/cover-scaled.jpg?fit=2560%2C1707&ssl=1","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/henrysfinancialnotes.com\/en\/wp-json\/wp\/v2\/posts\/237","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/henrysfinancialnotes.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/henrysfinancialnotes.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/henrysfinancialnotes.com\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/henrysfinancialnotes.com\/en\/wp-json\/wp\/v2\/comments?post=237"}],"version-history":[{"count":5,"href":"https:\/\/henrysfinancialnotes.com\/en\/wp-json\/wp\/v2\/posts\/237\/revisions"}],"predecessor-version":[{"id":696,"href":"https:\/\/henrysfinancialnotes.com\/en\/wp-json\/wp\/v2\/posts\/237\/revisions\/696"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/henrysfinancialnotes.com\/en\/wp-json\/wp\/v2\/media\/319"}],"wp:attachment":[{"href":"https:\/\/henrysfinancialnotes.com\/en\/wp-json\/wp\/v2\/media?parent=237"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/henrysfinancialnotes.com\/en\/wp-json\/wp\/v2\/categories?post=237"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/henrysfinancialnotes.com\/en\/wp-json\/wp\/v2\/tags?post=237"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}