Artificial Intelligence ETFs: Have They Beaten The Market In 2024?
Artificial Intelligence ETFs: Have They Beaten The Market In 2024?
Artificial intelligence companies have captivated the markets as the proliferation of AI looks to be a major disruptor in several industries. Investors have poured funds into AI exchange-traded funds (ETFs) to diversify their portfolios.
由於人工智能的普及似乎是多個行業的主要顛覆者,人工智能公司已經吸引了市場。投資者已向人工智能交易所交易基金(ETF)注入資金,以分散其投資組合。
The largest AI ETFs are the Global X Robotics & Artificial Intelligence ETF (NASDAQ:BOTZ), the Global X Artificial Intelligence & Technology ETF (NASDAQ:AIQ) and the ROBO Global Robotics And Automation Index ETF (ASX: ROBO). A question to ask is: Have they beaten the overall market?
最大的人工智能ETF是Global X機器人與人工智能ETF(納斯達克股票代碼:BOTZ)、Global X人工智能與技術ETF(納斯達克股票代碼:AIQ)和ROBO全球機器人與自動化指數ETF(澳大利亞證券交易所股票代碼:ROBO)。要問的一個問題是:他們打敗了整個市場嗎?
BOTZ ETF: According to data compiled from etf.com, the BOTZ ETF is the largest AI ETF with $2.76 billion in assets under management. BOTZ has appreciated by 10.63% in year-to-date 2024.
BOTZ ETF:根據etf.com彙編的數據,BOTZ ETF是最大的人工智能ETF,管理的資產爲27.6億美元。2024年迄今爲止,BOTZ的升值幅度爲10.63%。
BOTZ's largest holdings are NVIDIA Corp (NASDAQ:NVDA),10.45%; ABB Ltd (OTC:ABBNY), 9.24% and Intuitive Surgical, Inc. (NASDAQ:ISRG), 8.24%, all of which have performed well in 2024. Other holdings such as UiPath Inc (NYSE:PATH) and Fanuc ADR (OTC:FANUY) have underperformed.
BOTZ最大的持股量是英偉達公司(納斯達克股票代碼:NVDA),10.45%;ABB有限公司(場外交易代碼:ABBNY),9.24%,Intuitive Surgical, Inc.(納斯達克股票代碼:ISRG),佔8.24%,所有這些公司在2024年都表現良好。UiPath Inc(紐約證券交易所代碼:PATH)和發那科ADR(場外交易代碼:FANUY)等其他持股表現不佳。
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另請閱讀:芯片股上漲:英偉達、美光、高通推動SMH和SOXX ETF創下52周新高
AIQ ETF: The AIQ ETF has $1.88 billion in assets under management while appreciating by 10.33% in year-to-date 2024.
AIQ ETF:AIQ ETF管理着18.8億美元的資產,而在2024年迄今爲止升值了10.33%。
AIQ's largest holdings are in NVIDIA, 4.84%; Tencent Holdings Ltd. (OTC:TCEHY), 3.97% and Qualcomm Inc (NASDAQ:QCOM), 3.66%: these equities have outperformed the market in 2024.
AIQ最大的持股量是英偉達,佔4.84%;騰訊控股有限公司(場外交易代碼:TCEHY),3.97%,高通公司(納斯達克股票代碼:QCOM),3.66%:這些股票在2024年的表現超過了市場。
ROBO ETF: The ROBO ETF has $1.27 billion in assets under management; ROBO has traded down 0.94% in 2024.
ROBO ETF:ROBO ETF管理着12.7億美元的資產;ROBO在2024年下跌了0.94%。
ROBO's holdings are more equally weighted than their AI ETF counterparts. ROBO could not capitalize as much on NVIDIA's performance as it comprises just 1.82% of the ETF's assets. Holdings such as Autodesk, Inc. (NASDAQ:ADSK), 0.95% and OMRON Corp (OTC:OMRNY), 1.25%, are down in 2024.
ROBO的持股權重與人工智能ETF同類資產的權重更爲平等。ROBO無法充分利用NVIDIA的表現,因爲它僅佔ETF資產的1.82%。歐特克公司(納斯達克股票代碼:ADSK)爲0.95%,歐姆龍公司(場外交易代碼:OMRNY)等持股量爲1.25%,在2024年下跌。
S&P 500 Performance: None of the aforementioned AI ETFs were able to outperform the SPDR S&P 500 ETF Trust (NYSE:SPY), which tracks a diversified assortment of 500 of the largest U.S. equities. The S&P has appreciated by 11.46% in 2024. Much of the S&P 500's performance can be attributed to its increasingly high weight in tech giants such as NVIDIA, 5.79%; Microsoft Corp (NASDAQ:MSFT), 7.17% and Amazon.com Inc (NASDAQ:AMZN), 3.74%.
標準普爾500指數表現:上述人工智能ETF的表現均未能超過SPDR標準普爾500指數ETF信託基金(紐約證券交易所代碼:SPY),後者追蹤了美國500只最大股票的多元化組合。標準普爾指數在2024年升值了11.46%。標普500指數的大部分表現可以歸因於其在NVIDIA等科技巨頭中的權重越來越高,爲5.79%;微軟公司(納斯達克股票代碼:MSFT)爲7.17%,亞馬遜公司(納斯達克股票代碼:AMZN)爲3.74%。
(Share price data taken at the time of writing on Wednesday.)
(週三撰寫本文時獲取的股價數據。)
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