share_log

Fund Returns: IShares Tech Plays Up, Oil Falls - Mid-Cap Winners And Losers

Fund Returns: IShares Tech Plays Up, Oil Falls - Mid-Cap Winners And Losers

基金回报:iShares Tech上涨,石油下跌——中型股的赢家和输家
Benzinga ·  2023/10/09 17:40

We performed a screening of mid-cap ETFs, defined as having Assets Under Management (AUM) between $2 billion and $10 billion - to determine what funds had the largest positive and negative returns on the week, according to data from etfdb.com. Only non-leveraged funds were considered.

根据etfdb.com的数据,我们对中型股交易所买卖基金(定义为管理的资产(AUM)在20亿至100亿美元之间进行了筛选,以确定本周哪些基金的正回报和负回报最大。只考虑非杠杆基金。

Winners

赢家

iShares Expanded Tech Sector ETF (NYSE:IGM)

iShares 扩大科技板块交易所买卖基金 (纽约证券交易所代码:IGM)

IGM is up 2.68% over the trailing week.

在过去的一周中,IGM上涨了2.68%。

The iShares Expanded Tech Sector ETF offers exposure to the U.S. tech market. It is a relatively low-cost option and extremely liquid.

iShares扩张科技板块ETF提供对美国科技市场的敞口。这是一种相对低成本的选择,而且流动性极强。

The fund has $3.15 billion in AUM and an expense ratio of 0.41%. IGM has holdings in 280 companies, with the 10 largest comprising 54.72% of the fund.

该基金的资产管理规模为31.5亿美元,支出比率为0.41%。IGM持有280家公司,其中最大的10家公司占该基金的54.72%。

The fund's largest holdings are Alphabet Inc. Class A (NASDAQ:GOOGL) and Apple Inc. (NASDAQ:AAPL) making up 8.83% and 8.68% of the fund, respectively.

该基金最大的持股是 Alphabet Inc. A 级 (纳斯达克股票代码:GOOGL)和 苹果公司 纳斯达克股票代码:AAPL)分别占该基金的8.83%和8.68%。

IGM is up 40.52% YTD.

年初至今,IGM上涨了40.52%。

iShares Russell Top 200 Growth ETF (NYSE:IWY)

iShares Russell 增长前200强ETF (纽约证券交易所代码:IWY)

IWY is up 2.34% over the trailing week.

在过去的一周中,IWY上涨了2.34%。

The iShares Russell Top 200 Growth ETF tracks the Russell Top 200 Growth Index, offering exposure to large-cap companies within the growth sector of the U.S. equity market.

iShares Russell增长前200强ETF追踪罗素前200强增长指数,为美国股票市场成长型领域的大盘股公司提供敞口。

IWY has $6.53 billion in AUM and an expense ratio of 0.20%. The fund has holdings in 112 companies, with the 10 largest comprising 59.90% of the fund.

IWY的资产管理规模为65.3亿美元,支出比率为0.20%。该基金持有112家公司,其中最大的10家公司占该基金的59.90%。

The fund's largest holdings are Apple Inc (NASDAQ:AAPL) and Microsoft Corporation (NASDAQ:MSFT) making up 14.23% and 13.08% of the fund, respectively.

该基金最大的持股是 苹果公司 (纳斯达克股票代码:AAPL)和 微软公司 纳斯达克股票代码:MSFT)分别占该基金的14.23%和13.08%。

IWY is up 31.33% YTD.

IWY年初至今上涨了31.33%。

Losers

失败者

Vanguard Extended Duration Treasury ETF (NYSE:EDV)

Vanguard 延期美国国债 (纽约证券交易所代码:EDV)

EDV is down 6.17% over the trailing week.

在过去的一周中,EDV下跌了6.17%。

The Vanguard Extended Duration Treasury ETF provides exposure to long-dated US treasuries. The maturity dates range from 20 to 30 years.

Vanguard延长期国债ETF提供长期美国国债的敞口。到期日从20年到30年不等。

The fund has $2.15 billion in AUM and an expense ratio of .06%.

该基金的资产管理规模为21.5亿美元,支出比率为0.06%。

EDV is down 19.40% YTD.

年初至今,EDV下跌了19.40%。

VanEck Oil Services ETF (NYSE:OIH)

VanEck 石油服务ETF (纽约证券交易所代码:OIH)

OIH is down 5.78% over the trailing week.

OIH在过去一周内下跌了5.78%。

The VanEck Oil Services ETF tracks the 25 largest US-listed Oil companies involved in the exploration, drilling, and refining of oil. Some of the equities, about a quarter, are foreign companies listed in both their local exchanges and a US exchange.

VanEck Oil Services ETF追踪参与石油勘探、钻探和提炼的25家最大的美国上市石油公司。其中一些股票(约四分之一)是在当地交易所和美国交易所上市的外国公司。

The fund has $2.34 billion in AUM and an expense ratio of 0.35%. OIH has holdings in 26 companies, with the 10 largest comprising 72.94% of the fund.

该基金的资产管理规模为23.4亿美元,支出比率为0.35%。OIH持有26家公司,其中最大的10家公司占该基金的72.94%。

The fund's largest holdings are Schlumberger N.V. (NYSE:SLB) and Halliburton Company (NYSE:HAL) making up 19.99% and 11.52% of the fund, respectively.

该基金最大的持股是 Schlumberger N.V. (纽约证券交易所代码:SLB)和 哈里伯顿公司 纽约证券交易所代码:HAL)分别占该基金的19.99%和11.52%。

OIH is up 6.92% YTD.

OIH年初至今上涨6.92%。

Featured photo by Ales Nesetril on Unsplash

精选照片来自 Ales Nesetril Unsplas

声明:本内容仅用作提供资讯及教育之目的,不构成对任何特定投资或投资策略的推荐或认可。 更多信息
    抢沙发