产品概述 - Inspire International ETF (WWJD) 是一只智能贝塔交易所交易基金 旨在提供对全球ETF类别的广泛敞口 于2019年9月30日推出 [1] - 基金采用非市值加权的智能贝塔策略 通过特定基本面特征筛选具有更好风险回报潜力的股票 [3] - 基金资产规模达3.6749亿美元 属于全球ETF类别中规模较大的产品 [5] 智能贝塔ETF特点 - 区别于传统市值加权指数 ETF行业存在通过股票选择跑赢市场的智能贝塔策略 [2][3] - 策略包括等权重 基本面加权 波动率/动量加权等多种方法论 但并非所有策略都能取得优异回报 [4] 基金结构与成本 - 追踪INSPIRE INTERNATIONAL INDEX指数 筛选Inspire Impact Score≥0的大型跨国企业和新兴市场公司股票 [5] - 年运营费用率为0.66% 与同业平均水平相当 过去12个月股息收益率为2.61% [6] 持仓分析 - 前三大持仓分别为Kion Group Ag(0.56%) Delta Elec-nvdr和Delek Group Ltd 前十大持仓合计占比5.42% [7][8] - 基金持有约213只股票 有效分散个股风险 [10] 市场表现 - 年初至今上涨13.63% 过去一年涨幅18.3% 52周价格区间为27.43-35.35美元 [9] - 三年期贝塔系数0.9 年化标准差16.4% 显示其波动性低于市场基准 [10] 同业比较 - Vanguard ESG U.S. Stock ETF(ESGV)和iShares ESG Aware MSCI USA ETF(ESGU)资产规模分别为109亿和140.1亿美元 费用率更低(0.09%/0.15%) [12] - 传统市值加权ETF更适合追求低成本低风险配置的投资者 [12]

The Inspire Corporate Bond ETF (IBD) was launched on 07/10/2017, and is a smart beta exchange traded fund designed to offer broad exposure to the Investment Grade Corporate Bond ETFs category of the market.What Are Smart Beta ETFs?For a long time now, the ETF industry has been flooded with products based on market capitalization weighted indexes, which are designed to represent the broader market or a particular market segment.Investors who believe in market efficiency should consider market cap indexes, as ...

Launched on 12/13/2016, the Nuveen ESG Large-Cap Growth ETF (NULG) is a smart beta exchange traded fund offering broad exposure to the Style Box - Large Cap Growth category of the market.What Are Smart Beta ETFs?For a long time now, the ETF industry has been flooded with products based on market capitalization weighted indexes, which are designed to represent the broader market or a particular market segment.Investors who believe in market efficiency should consider market cap indexes, as they replicate mar ...