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【阿格力】主動式ETF績效對決!這六檔擊敗大盤的還能買嗎?00981A、00992A、00991A、00980A、00985A、00982A。

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主動式ETF排名揭曉,00981A奪冠、00992A報酬79.81%,但高波動仍須配置

影片以今年初至9月中旬的含息報酬比較主動式ETF,基準大盤為65%。00982A群益台灣強棒以69%擊敗大盤,00985A野村台灣50約72.5%;前三名則為00981A、00992A群益科技創新79.81%與00991A復華未來50 77.33%。前三檔共同重押台積電、台光電、欣興等AI與PCB供應鏈,另布局奇鋐、川湖及聯發科。00981A雖全年冠軍,6月22日至7月30日仍回檔26%,顯示主動式ETF高報酬伴隨高波動;相較之下,00985A回撤較小、復甦較快。海外組00988A與00990A上半年報酬一度超過100%,後分別回落至61%與48.48%。影片最後提醒,投資人不應只看排名,應分散台股與海外ETF並做好資產配置。

Chapters

  1. 0:00主動式ETF誰能贏大盤:00982A以69%勝大盤4%
  2. 1:27第五名&第四名:野村包辦-00985A 72.54%、00980A
  3. 2:47揭曉前三名:00981A第一、00992A報酬79.81%
  4. 4:49經理人的共識:台積電、PCB與Vera Rubin AI供應鏈
  5. 7:25主動式高股息有搞頭嗎?00400A報酬41.67%勝台灣50
  6. 9:27主動式波動劇烈:00981A回檔26%、00985A回檔兩成
  7. 11:41波動後恢復最快的是?00985A轉為正報酬
  8. 13:44國際組的表現:00988A與00990A高點逾百%後回落

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