Designed to provide broad exposure to the Financials - Brokers/ Capital markets segment of the equity market, the SPDR S&P Capital Markets ETF (KCE) is a passively managed exchange traded fund launched on 11/08/2005.Retail and institutional investors increasingly turn to passively managed ETFs because they offer low costs, transparency, flexibility, and tax efficiency; these kind of funds are also excellent vehicles for long term investors.Additionally, sector ETFs offer convenient ways to gain low risk and ...

The VanEck Agribusiness ETF (MOO) was launched on 08/31/2007, and is a passively managed exchange traded fund designed to offer broad exposure to the Materials - Agribusiness segment of the equity market.Retail and institutional investors increasingly turn to passively managed ETFs because they offer low costs, transparency, flexibility, and tax efficiency; these kind of funds are also excellent vehicles for long term investors.Sector ETFs also provide investors access to a broad group of companies in parti ...

核心观点 - SPDR S&P 500 ETF (SPY) 是一只被动管理型交易所交易基金，旨在追踪美国大盘混合型股票市场表现，资产规模达6434.6亿美元，是该类别中规模最大的ETF [1] - 该基金具有低成本优势，年运营费用仅0.09%，12个月追踪股息收益率为1.15% [3] - 基金主要配置信息技术板块(33.40%)，前三大行业还包括金融和可选消费 [4] - 前十大持仓占资产管理总规模的35.92%，微软(6.86%)、英伟达和苹果为主要持仓 [5] - 年内收益率7.37%，过去一年收益率12.77%，52周价格区间496.48-625.82美元 [6] 基金概况 - 基金由State Street Global Advisors管理，成立于1993年1月29日 [1] - 追踪标普500指数表现，该指数包含500只股票，覆盖25个不同行业 [6] - 当前持有约505只股票，有效分散个股风险 [7] - 三年期贝塔值为1，标准差17.25%，属于中等风险选择 [7] 行业配置 - 信息技术板块配置最重，占比33.40% [4] - 金融和可选消费板块位列第二和第三大配置行业 [4] - 持仓风格兼顾成长型和价值型股票特征 [2] 业绩表现 - 2025年至今收益率7.37% [6] - 过去一年收益率12.77% [6] - 52周价格区间496.48-625.82美元 [6] 竞争产品 - iShares Core S&P 500 ETF (IVV) 资产规模6329.5亿美元，费用率0.03% [9] - Vanguard S&P 500 ETF (VOO) 资产规模6919.4亿美元，费用率0.03% [9] 投资特点 - 大盘股通常指市值超过100亿美元的公司，现金流稳定且波动性小于中小盘股 [2] - 混合型ETF同时持有成长型和价值型股票 [2] - 被动管理型ETF具有低成本、透明度高、灵活性好和税收效率等优势 [10]