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杠杆及反向ETF

杠杆及反向(Leveraged&Inverse)ETF,是一种带有杠杆属性的ETF,常作为一种低门槛的短线投机或对冲工具使用。

市面上的杠杆ETF分为1.5倍/2倍/3倍三种杠杆倍数,反向则可以有反向1倍/1.5倍/2倍/3倍等几种倍数。

假设你买了纳斯达克100的3倍杠杆ETF(TQQQ),那么若纳斯达克100收盘上涨1%,TQQQ将上涨3%;纳斯达克100当天下跌1%,TQQQ将下跌3%。

相反,假设你买了纳斯达克100的3倍杠杆反向ETF(SQQQ),那么若纳斯达克100收盘上涨1%,SQQQ将下跌3%;纳斯达克100当天下跌1%,SQQQ将升3%。

注意

杠杆及反向ETF由于其杠杆属性和反向属性,会比普通的ETF风险更高,费率也会更高,投资者需谨慎使用。

美股市场的杠杆及反向ETF可选标的很多。本文列出美股市场比较热门的交易标的的资产规模相对较大、交易较活跃的杠杆及反向ETF

基准杠杆及方向代码ETF名称费率
标普5001倍看多
(标准指数)
SPYSPDR S&P 500 ETF Trust0.0945%
IVViShares Core S&P 500 ETF0.03%
VOOVanguard S&P 500 ETF0.03%
SPLGSPDR Portfolio S&P 500 ETF0.02%
2倍看多SSOProShares Ultra S&P 5000.89%
3倍看多UPROProShares UltraPro S&P5000.91%
3倍看多SPXLDirexion Daily S&P 500 Bull 3x Shares0.91%
1倍看空SHProShares Short S&P5000.89%
2倍看空SDSProShares UltraShort S&P5000.89%
3倍看空SPXUProShares UltraPro Short S&P5000.89%
3倍看空SPXSDirexion Daily S&P 500 Bear 3X Shares1.07%
纳斯达克1001倍看多
(标准指数)
QQQInvesco QQQ0.20%
QQQMInvesco NASDAQ 100 ETF0.15%
2倍看多QLDProShares Ultra QQQ0.95%
3倍看多TQQQProShares UltraPro QQQ0.84%
1倍看空PSQProShares Short QQQ0.95%
2倍看空QIDProShares UltraShort QQQ0.95%
3倍看空SQQQProShares UltraPro Short QQQ0.95%
美国20年国债1倍看多
(标准指数)
TLTiShares 20+ Year Treasury Bond ETF0.15%
2倍看多UBTProShares Ultra 20+ Year Treasury0.95%
3倍看多TMFDirexion Daily 20+ Year Treasury Bull 3X Shares1.04%
1倍看空TBFProShares Short 20+ Year Treasury1.04%
2倍看空TBTProShares UltraShort 20+ Year Treasury0.91%
3倍看空TTTProShares UltraPro Short 20+ Year Treasury0.95%
3倍看空TMVDirexion Daily 20+ Year Treasury Bear 3X Shares1.01%
富时中国501倍看多
(标准指数)
FXIiShares China Large-Cap ETF0.74%
2822 HK南方富时中国 A50 ETF1.13%
2倍看多XPPProShares Ultra FTSE China 500.95%
3倍看多YINNDirexion Daily FTSE China Bull 3X Shares1.47%
1倍看空YXIProShares Short FTSE China 500.95%
2倍看空FXPProShares UltraShort FTSE China 500.95%
3倍看空YANGDirexion Daily FTSE China Bear 3X Shares1.09%
比特币1倍看多
(标准指数)
IBITiShares Bitcoin Trust ETF0.95%
2倍看多BITX2x Bitcoin Strategy ETF1.85%
2倍看多BITUProShares Ultra Bitcoin ETF0.95%
1倍看空BITIProShares Short Bitcoin ETF1.03%
2倍看空SBITProShares UltraShort Bitcoin ETF0.95%
英伟达2倍看多NVDLGraniteShares 2x Long NVDA Daily ETF1.15%
2倍看多NVDUDirexion Daily NVDA Bull 2X Shares1.04%
1倍看空NVDDDirexion Daily NVDA Bear 1X Shares1.01%
2倍看空NVDGraniteShares 2x Short NVDA Daily ETF1.74%
特斯拉2倍看多TSLLDirexion Daily TSLA Bull 2X Shares0.96%
2倍看多TSLTT-REX 2X Long Tesla Daily Target ETF1.05%
1倍看空TSLSDirexion Daily TSLA Bear 1X Shares1.07%
2倍看空TSLZT-REX 2X Inverse Tesla Daily Target ETF1.05%
2倍看空TSLQTradr 2X Short TSLA Daily ETF1.15%