2024年12月24日 星期二

以一支ETF含蓋全球市場,簡單又容易執行,VT vs IMID (大、中、小型股),ACWD vs VWRA (大、中型股) 2025年版

以一支ETF含蓋全球市場,簡單又容易執行:
  • VT         vs   IMID        大、中、型股
  • ACWD    vs   VWRA     大、中型股

20241224(Morningstar)



使用美股VT涵蓋範圍、持股數量、費用率、總規模都很理想。

為了省稅,使用英股,以費用率優先,選擇累積型的ACWD






The MSCI ACWI Index is a free float-adjusted market capitalisation weighted index that is designed to measure the equity market performance of developed and emerging markets. It covers 2700 securities across large and mid cap size segments and consists of 49 country indices, of which approximately half are developed and half are emerging markets.



The Fund seeks to provide long-term growth of capital by tracking the performance of the index, a market-capitalisation-weighted index of common stocks of large- and mid-cap companies in developed and emerging countries.



Invests in both foreign and U.S. stocks. Seeks to track the performance of the FTSE Global All Cap Index, which covers both well-established and still-developing markets.



The FTSE Global All Cap Index is a market-capitalisation weighted index representing the performance of the large, mid and small cap stocks globally. The index covers Developed and Emerging Markets and is suitable as the basis for investment products, such as funds, derivatives and exchange-traded funds.

The MSCI ACWI IMI Index is a free float-adjusted market capitalisation weighted index that is designed to measure the equity market performance of developed and emerging markets. It covers 9000 securities across large, mid and small cap size segments and consists of 45 country indices, of which approximately half are developed and half are emerging markets.