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6隻投資美國公司以外大型ETF

ETF越嚟越受歡迎,不少懶人投資都寧願選擇一個大包圍政策,免得逐隻股份研究。美股上市的ETF,論數量及資產規模更加稱霸世界,不過最受歡迎的都是投資本土公司的股票ETF,這些ETF筆者一直都有介紹。今次反過來,飛走單純投資本土公司股票的ETF,揀出規模龐大的6隻ETF來介紹,以便給大家多些選擇,慢慢去研究。

點解讀ETF的AUM(Assets Under Management)

從一隻ETF的規模(即AUM),可以看到不同的訊息。例如ETF規模越來越大,除咗因為投資了得,令到身家膨脹之外,另一個原因是多咗資金流入。做得好的基金,自然會吸引更多投資者,基金可以不斷增發單位,令到管理的資產規模越嚟越大。換言之資產規模越大的ETF,或多或少看到它的受歡迎程度,不過,這不一定代表基金未來會做得好。


圖: 美國上市最大規模的25隻ETF

每個地方的投資者, 一般首選投資自然是自己地方的公司股票,所以美股上市的ETF,較受歡迎、吸引較多資金的自然離不開美國公司,美股首25隻最大隻的ETF,大部份都是投資在美國公司身上,當中分為大型、中型或小型,以及個別行業的美國公司。

不過投資最好都分散一點,多元化一點,例如當美國股市停滯不前或轉弱的時候,其他類型的投資可以補上,令到投資組合穩定一點,這也是風險管理的一部份,也是今次介紹6隻投資美股以外大型ETF的原因。

6隻投資美股以外的大型ETF

1. Vanguard FTSE Developed Markets Index Fund ETF Shares (VEA)
投資在美國以外、已發展地區的公司,包括來自加拿大、澳洲及亞洲的公司。
比重較大的投資包括雀巢、三星、ASML等。

2. iShares Core MSCI EAFE ETF (IEFA)
投資在美國及加拿大以外的大型、中型及小型企業。投資組合佔比重較大的包括雀巢、ASML及德國羅氏藥廠。

3. iShares Core U.S. Aggregate Bond ETF (AGG)
美國的大型債券ETF,債券年期最少還有一年,投資包括美國國債、政府相關債券、公司債券、以及商業抵押債券等。

4. Vanguard FTSE Emerging Markets Index Fund ETF Shares (VWO)
投資在全球包括中國A股在內的新興市場,佔組合比重比較大的公司包括台積電、騰訊、阿里巴巴及美團等,近期內地受到監管風暴影響,所以這一隻ETF都冇運行。

5. Vanguard Total Bond Market Index Fund ETF Shares (BND)
投資美國債券的ETF,包括投資級別的債券,如政府、公司和國際美元計價的債券等。

6. iShares Core MSCI Emerging Markets ETF (IEMG)
投資在新興市場大、中、小公司身上的ETF。佔基金較大比重包括台積電、騰訊、阿里巴巴、三星和美團。


圖:6隻美股以外的大型ETF

值得一提的就是,規模比較大、較歡迎的ETF,未必代表市場一定睇好的基金,投資之前要做功課。

(17/9/2021)

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