這檔成立五年的ETF挺有趣的,先來看看基本資料:
- Expense ratio is 0.25%
- It’s up 11.8% year-to-date
- It has 112 holdings
- Index:MSCI U.S. Investable Market Consumer Staples Index
- Assets:$525 million
- Holdings:Some of the most recognizable consumer staples brands in America, including Procter & Gamble (NYSE: PG), Coca Cola (NYSE: KO), CVS (NYSE: CVS) and Kraft (NYSE: KFT)
所以第一個特徵:持股很巴菲特。例如KO、KFT都是巴菲特非常有名的持股。第二個特徵:持股很高股息。像是PG、KO則都是高股息排名很前面的公司。所以對於消費必需品有興趣的投資人,可以考慮一下這一檔ETF。從成立到現在,和S&P 500的比較:
![](https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjzyTh3JuzR9gmV0UBQf8AVIPaAcg4dc361vtfsu9qmN1BySn9HaHcBDYOBBFZi0xRbAiPqMR4uPvCtqKb1DRD1YO6PPCyVYDEiBjBn6c0yyZ1iPa7Fav-sPdHy_dw1GplAXnuWRUAqpQs/s400/ScreenHunter_01+Oct.+08+14.32.gif)
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