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加拿大投资市场上的ETFs

作者: 茗品屋[http://www.416sold.com],原创作品,版权所有。请勿随意转载,详情请查阅版权说明

ETF - 个人投资者的利器

ETF - 个人投资者的利器

ETF的全名为Exchange-Traded-Fund,是一种介于股票和互惠基金之间的投资产品。在当前的市场上,股票-Stocks,基金-Mutual Funds,以及ETFs,构成了证券投资的三类基本产品。 ETF就像它的名字讲的那样,是可以在股票交易所及时买卖的资金,它兼有了股票和互惠基金的特点,但是有拥有自己的独到品质。具体而言ETF有以下的特点:

1. 可以像股票一样随时交易,价格在一天当中也随着市场情况而波动。而互惠基金则只能在收盘后才会知道价格,每天也就只能交易一次。
2. 买卖ETF是要付佣金-Commission的,这个和股票一样。互惠基金则不一定有佣金发生(i.e.: No Load基金)
3. 持有股票不会有成本发生,而ETF则会有MER – Management Expense Ratio,也就是管理费。这一点上ETF和Mutual Fund是一样的。
4. 但是ETF的MER要远低于互惠基金的MER。

5. 绝大多数ETF都属于Passive Investing的风格,及被动地跟踪市场大盘或特定行业的相关指数。Mutual Funds则属于主动投资Active Investing。
6. 购买单一股票属于投资于单个公司,而一只ETF则涵盖了指数中的所有股票,这和互惠基金是一样的。

另外一个很重要的区别是,销售互惠基金的理财人士,须持有MFDA的牌照,而要帮客户投资股票或ETF,则需要持有IIROC的牌照。接下来会另外撰文解释两者的不同之处以及对投资人士的影响。

过去5年,特别是最近2年的时间,加拿大的ETF市场发展迅猛,上市交易的ETF数量已经达到200多只,并且还在不断地增加中。ETF作为一种灵活,低成本的投资产品,受到了广大投资人士的热烈追捧。加拿大的华人投资者,特别是开设了Self-Directed投资户口的人士,绝对有必要花费一些时间来了解加拿大的ETF的种类和特色,为自己搭建最适合个人风险概况及投资目标的产品组合。茗品屋会在本文及在接下来的系列文章中,根据个人的投资经验和心得,和大家一起讨论个人投资者如何在变换莫测的金融市场上,将ETF打造为我们的投资利器。

让我们先来看一下加拿大的市场上都有哪些ETF可以投资。ETF按照投资风格及追踪的指数,可以分为下列几个类别:

  • 指数ETF(亦即Passive Investing ETFs) – 绝大多数ETF都属于这一类别。这个类别又可以细分成更多的子类别。
  • 主动管理ETF(Active Investing ETFs) – 数量很少
  • 杠杆ETF – 赫赫有名,或者说臭名昭著的H系列的ETF都属此列
  • 反向ETF – Inverse ETFs
  • 商品ETF – 如GAS,CBL, CBR

ETF的发行商包含了下列几家金融机构:

  • iShares Canada
  • Claymore Investments
  • Bank of Montreal
  • Horizons
  • XTF Financials

不久前皇家银行RBC也提出了申请,会在近期发行8只固定入息的ETF产品。而更大的消息则是以低成本而著称的Vanguard Group要进军加拿大,蚕食加拿大的基金市场,在接下来的日子里投资人士可以期待更多的ETF产品被推向市场。

下面的列表是本人总结的加拿大的ETF产品汇总,包含了所有的发行机构及主要产品(杠杆,反向和商品类ETF除外)。如您对ETF投资的更多话题感兴趣,请留意本人近期的后续文章。

本文作者:茗品屋 – 值得您信赖的地产经纪。 各位读者如有任何置业上的疑问,请联系茗品屋本人,电话 416-998-2962 HomeLife Landmark 大鹏地产。有关茗品屋的更多介绍请点击此处链接

加拿大TSX流通的ETFs – Canadian ETFs on TSX
by 416sold.com
名称 代码 MER
iShares Alternatives Completion Portfolio Builder Fund XAL 0.70%
iShares China Index Fund XCH 0.85%
iShares Conservative Core Portfolio Builder Fund XCR 0.60%
iShares DEX All Corporate Bond Index Fund XCB 0.40%
iShares DEX All Government Bond Index Fund XGB 0.35%
iShares DEX HYBrid Bond Index Fund XHB 0.45%
iShares DEX Long Term Bond Index Fund XLB 0.35%
iShares DEX Real Return Bond Index Fund XRB 0.35%
iShares DEX Short Term Bond Index Fund XSB 0.25%
iShares DEX Universe Bond Index Fund XBB 0.30%
iShares Diversified Monthly Income Fund XTR 0.55%
iShares Dow Jones Canada Select Dividend Index Fund XDV 0.50%
iShares Dow Jones Canada Select Growth Index Fund XCG 0.50%
iShares Dow Jones Canada Select Value Index Fund XCV 0.50%
iShares Global Completion Portfolio Builder Fund XGC 0.70%
iShares Growth Core Portfolio Builder Fund XGR 0.60%
iShares J.P. Morgan USD Emerging Markets Bond Index Fund (CAD-Hedged XEB 0.72%
iShares Jantzi Social Index Fund XEN 0.50%
iShares MSCI Brazil Index Fund XBZ 0.75%
iShares MSCI EAFE Index Fund (CAD-Hedged) XIN 0.50%
iShares MSCI Emerging Markets Index Fund XEM 0.82%
iShares MSCI World Index Fund XWD 0.45%
iShares NASDAQ 100 Index Fund (CAD-Hedged) XQQ 0.35%
iShares Russell 2000 Index Fund (CAD-Hedged) XSU 0.35%
iShares S&P 500 Index Fund (CAD-Hedged) XSP 0.24%
iShares S&P CNX Nifty India Index Fund XID 0.98%
iShares S&P Global Healthcare Index Fund (CAD-Hedged) XHC 0.63%
iShares S&P Latin America 40 Index Fund XLA 0.65%
iShares S&P/TSX 60 Index Fund XIU 0.17%
iShares S&P/TSX Capped Composite Index Fund XIC 0.25%
iShares S&P/TSX Capped Consumer Staples Index Fund XST 0.55%
iShares S&P/TSX Capped Energy Index Fund XEG 0.55%
iShares S&P/TSX Capped Financials Index Fund XFN 0.55%
iShares S&P/TSX Capped Information Technology Index Fund XIT 0.55%
iShares S&P/TSX Capped Materials Index Fund XMA 0.55%
iShares S&P/TSX Capped REIT Index Fund XRE 0.55%
iShares S&P/TSX Capped Utilities Index Fund XUT 0.55%
iShares S&P/TSX Completion Index Fund XMD 0.55%
iShares S&P/TSX Equity Income Index Fund XEI 0.55%
iShares S&P/TSX Global Base Metals Index Fund XBM 0.55%
iShares S&P/TSX Global Gold Index Fund XGD 0.55%
iShares S&P/TSX North American Preferred Stock Index Fund (CAD-Hedge XPF 0.45%
iShares S&P/TSX SmallCap Index Fund XCS 0.55%
iShares U.S. High Yield Bond Index Fund (CAD-Hedged) XHY 0.60%
iShares U.S. IG Corporate Bond Index Fund (CAD-Hedged) XIG 0.30%
Claymore International Fundamental Index ETF CIE
Claymore Japan Fundamental Index ETF – C$ Hedged CJP
Claymore US Fundamental Index ETF – C$ Hedged CLU
Claymore Canadian Fundamental Index ETF CRQ
Claymore Equal Weight Banc & Lifeco ETF CEW
Claymore Global Real Estate ETF CGR
Claymore Global Infrastructure ETF CIF
Claymore Oil Sands Sector ETF CLO
Claymore S&P/TSX Global Mining ETF CMW
Claymore Global Agriculture ETF COW
Claymore S&P Global Water ETF CWW
Claymore BRIC ETF CBQ
Claymore China ETF CHI
Claymore Broad Emerging Markets ETF CWO
Claymore S&P/TSX Canadian Dividend ETF CDZ
Claymore Global Monthly Advantaged Dividend ETF CYH
Claymore Canadian Financial Monthly Income ETF FIE
Claymore Advantaged Canadian Bond ETF CAB
Claymore 1-5 Yr Laddered Corporate Bond ETF CBO
Claymore Advantaged High-Yield Bond ETF CHB
Claymore Inverse 10 Yr Government Bond ETF CIB
Claymore 1-5 Yr Laddered Government Bond ETF CLF
Claymore Premium Money Market ETF CMR
Claymore S&P/TSX CDN Preferred Share ETF CPD
Claymore Advantaged Short Duration High Income ETF CSD
Claymore Advantaged Convertible Bond ETF CVD
Claymore Balanced Income CorePortfolio™ ETF CBD
Claymore Balanced Growth CorePortfolio™ ETF CBN
Claymore Broad Commodity ETF CBR
Claymore Gold Bullion ETF CGL
Claymore Natural Gas Commodity ETF GAS
Horizons AlphaPro Balanced ETF HAA
Horizons AlphaPro Corporate Bond ETF HAB
Horizons AlphaPro Dividend ETF HAL
Horizons AlphaPro Enhanced Income Energy ETF HEE
Horizons AlphaPro Enhanced Income Equity ETF HEX
Horizons AlphaPro Enhanced Income Financials ETF HEF
Horizons AlphaPro Enhanced Income Gold Producers ETF HEP
Horizons AlphaPro Floating Rate Bond ETF HFR
Horizons AlphaPro Gartman ETF HAG
Horizons AlphaPro Global Dividend ETF HAZ
Horizons AlphaPro Income Plus ETF HAP
Horizons AlphaPro North American Growth ETF HAW
Horizons AlphaPro North American Value ETF HAV
Horizons AlphaPro Preferred Share ETF HPR
Horizons AlphaPro S&P/TSX 60 Equal Weight Index ETF HEW
Horizons AlphaPro Seasonal Rotation ETF HAC
Horizons AlphaPro Tactical Bond ETF HAF
Horizons COMEX Copper ETF HUK
Horizons COMEX Gold ETF HUG
Horizons COMEX Silver ETF HUZ
Horizons GMP Junior Oil and Gas Index ETF HJE
Horizons S&P 500 Index (C$ Hedged) ETF HXS
Horizons S&P/TSX 60 130/30 ETF HAH
Horizons S&P/TSX 60 Index ETF HXT
Horizons U.S. Dollar Currency ETF DLR
Horizons Winter-Term NYMEX Crude Oil ETF HUC
Horizons Winter-Term NYMEX Natural Gas ETF HUN
BMO Dow Jones Canada Titans 60 Index ETF ZCN 0.16%
BMO Dow Jones Industrial Average Hedged to CAD Index ETF ZDJ 0.26%
BMO US Equity Hedged to CAD Index ETF ZUE 0.24%
BMO International Equity Hedged to CAD Index ETF ZDM 0.49%
BMO Emerging Markets Equity Index ETF ZEM 0.57%
BMO China Equity Hedged to CAD Index ETF ZCH 0.71%
BMO India Equity Hedged to CAD Index ETF ZID 0.71%
BMO S&P/TSX Equal Weight Banks Index ETF ZEB 0.58%
BMO S&P/TSX Equal Weight Oil & Gas Index ETF ZEO 0.59%
BMO Equal Weight Utilities Index ETF ZUT 0.59%
BMO Equal Weight REITs Index ETF ZRE 0.59%
BMO NASDAQ 100 Equity Hedged to CAD Index ETF ZQQ 0.37%
BMO Equal Weight U.S. Health Care Hedged to CAD Index ETF ZUH 0.38%
BMO Equal Weight U.S. Banks Hedged to CAD Index ETF ZUB 0.38%
BMO Global Infrastructure Index ETF ZGI 0.61%
BMO S&P/TSX Equal Weight Global Base Metals Hedged to CAD Index ETF ZMT 0.58%
BMO Junior Gold Index ETF ZJG 0.58%
BMO Junior Oil Index ETF ZJO 0.59%
BMO Junior Gas Index ETF ZJN 0.59%
BMO Monthly Income ETF ZMI 0.63%
BMO Covered Call Canadian Banks ETF ZWB 0.74%
BMO Energy Commodities Index ETF ZCE 0.74%
BMO Agriculture Commodities Index ETF ZCA 0.74%
BMO Base Metals Commodities Index ETF ZCB 0.74%
BMO Precious Metals Commodities Index ETF ZCP 0.74%
BMO Aggregate Bond Index ETF ZAG 0.33%
BMO Short Federal Bond Index ETF ZFS 0.22%
BMO Mid Federal Bond Index ETF ZFM 0.36%
BMO Long Federal Bond Index ETF ZFL 0.23%
BMO Real Return Bond Index ETF ZRR 0.28%
BMO Short Provincial Bond Index ETF ZPS 0.27%
BMO Short Corporate Bond Index ETF ZCS 0.32%
BMO Mid Corporate Bond Index ETF ZCM 0.32%
BMO Long Corporate Bond Index ETF ZLC 0.33%
BMO High Yield US Corporate Bond Hedged to CAD Index ETF ZHY 0.69%
BMO 2013 Corporate Bond Target Maturity ETF ZXA 0.30%
BMO 2015 Corporate Bond Target Maturity ETF ZXB 0.32%
BMO 2020 Corporate Bond Target Maturity ETF ZXC 0.32%
BMO 2025 Corporate Bond Target Maturity ETF ZXD 0.32%
BMO Emerging Markets Bond Hedged to CAD Index ETF ZEF 0.54%
XTF Can-60 LXF 0.65%
XTF Can-Energy OXF 0.65%
XTF Can-Financials FXF 0.65%
XTF Can-Materials MXF 0.65%
XTF Convertible Bond CXF 0.65%

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