五年跑赢标普500,这两只ETF为何成为投资者新宠?

老虎资讯综合
18 Nov 2024

标普500指数今年上涨24.73%,略高于去年的24.23%,连续两年涨幅超20%的情况在过去一个世纪仅出现过三次。然而,两只主动管理型ETF的表现更胜一筹,不仅在今年和去年跑赢标普500,还连续多年保持优势。

JPMorgan U.S. Research Enhanced Index Equity ETF (JREU)

伦敦上市的JREU自2019年以来每年都超越标普500指数。该基金管理规模达94.1亿美元,采用“研究增强型指数化”策略,通过小幅调整权重,在复制标普500指数的基础上实现超额收益。

Gotham Enhanced 500 ETF (GSPY)

GSPY自2021年成立以来每年跑赢标普500。这只基金通过调整标普500成分股权重,加大低估值股票的配置,同时减少高估值股票,提升整体回报。

这两只ETF展现了主动管理策略在指数投资中的潜力,为投资者提供了稳定的超额收益。

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