00916 | 國泰全球品牌50 | 14.09% | - | - | - |
VGT | Vanguard Information Technology Index Fund | 13.4% | 18.6% | 0.61 | -35.1% |
VITAX | Vanguard Information Technology Index Fund Admiral Shs | 13.4% | 18.7% | 0.61 | -35.1% |
XLK | Technology Select Sector SPDR Fund | 12.9% | 19% | 0.63 | -33.6% |
SCHG | Schwab U.S. Large-Cap Growth ETF | 11.52% | 19.6% | 0.65 | -34.6% |
MGK | Vanguard Mega Cap Growth Index Fund | 11.38% | 19.2% | 0.63 | -36% |
VOOG | Vanguard S&P 500 Growth Index Fund | 11% | 17.3% | 0.6 | -32.7% |
VUG | Vanguard Growth Index Fund | 10.72% | 16.6% | 0.58 | -35.6% |
VIGAX | Vanguard Growth Index Fd Admiral Shs | 10.72% | 16.6% | 0.58 | -35.6% |
VIGIX | Vanguard Growth Index Institutional | 10.72% | 16.6% | 0.58 | -35.6% |
00926 | 凱基全球菁英55 | 10.59% | - | - | - |
IWF | iShares Russell 1000 Growth ETF | 10.59% | 16.9% | 0.61 | -32.7% |
VONG | Vanguard Russell 1000 Growth Index Fund | 10.3% | 19% | 0.64 | -32.7% |
00770 | 國泰北美科技 | 8.71% | 18.5% | 0.74 | -32.9% |
00762 | 元大全球AI | 8.32% | 18.3% | 0.7 | -38.5% |
00662 | 富邦NASDAQ | 8.04% | 18.3% | 0.78 | -28.7% |
QQQ | Invesco QQQ Trust | 7.89% | 17.4% | 0.6 | -35.1% |
QQQM | Invesco NASDAQ 100 ETF | 7.53% | - | - | - |
VWENX | Vanguard Wellington Fund Admiral Shares | 7.23% | 9.3% | 0.43 | -20.8% |
VWELX | Vanguard Wellington Fund | 7.23% | 12.3% | 0.64 | -20.9% |
00903 | 富邦元宇宙 | 7.21% | - | - | - |
DGRW | WisdomTree U.S. Quality Dividend Growth Fund | 6.74% | 14.3% | 0.56 | -32% |
JEPQ | JPMorgan Nasdaq Equity Premium Income ETF | 6.38% | - | - | - |
ESGU | iShares ESG Aware MSCI USA ETF | 6.29% | 11.8% | 0.44 | -33.9% |
SCHX | Schwab U.S. Large-Cap ETF | 6.22% | 15.3% | 0.62 | -25.4% |
IVW | iShares S&P 500 Growth ETF | 6.2% | 15.7% | 0.57 | -32.7% |
00646 | 元大S&P500 | 6.06% | 15.7% | 0.85 | -19.6% |
VOO | Vanguard 500 Index Fund | 6.04% | 15.4% | 0.64 | -24.5% |
VFINX | Vanguard 500 Index Fund | 6.04% | 20.5% | 0.84 | -24.6% |
VFIAX | Vanguard 500 Index Fd Admiral Shs | 6.04% | 15.4% | 0.63 | -24.5% |
VIIIX | Vanguard Institutional Index Fund | 6.03% | 20.6% | 0.85 | -24.5% |
VINIX | Vanguard Institutional Index Fund Institutional Shares | 6.03% | 15.4% | 0.63 | -24.5% |
VV | Vanguard Large Cap Index Fund | 6.02% | 15.4% | 0.62 | -25.7% |
SPY | SPDR S&P 500 ETF Trust | 5.99% | 15.4% | 0.63 | -24.5% |
SPLG | SPDR Portfolio S&P 500 ETF | 5.97% | 15.5% | 0.64 | -24.5% |
SPYG | SPDR Portfolio S&P 500 Growth ETF | 5.97% | 17.5% | 0.6 | -32.7% |
SPYV | SPDR Portfolio S&P 500 Value ETF | 5.97% | 12% | 0.43 | -34.3% |
IVE | iShares S&P 500 Value ETF | 5.93% | 11.8% | 0.42 | -34.5% |
IVV | iShares Core S&P 500 ETF | 5.92% | 15.5% | 0.64 | -24.5% |
SCHB | Schwab U.S. Broad Market ETF | 5.8% | 14.7% | 0.53 | -32.2% |
DIA | SPDR Dow Jones Industrial Average ETF Trust | 5.79% | 11.6% | 0.41 | -33.2% |
00668 | 國泰美國道瓊 | 5.79% | 12.1% | 0.69 | -17.6% |
00668K | 國泰美國道瓊+U | 5.79% | 10.3% | 0.6 | -21.6% |
QUAL | iShares MSCI USA Quality Factor ETF | 5.78% | 14.6% | 0.58 | -28.2% |
GSLC | Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | 5.7% | 15% | 0.56 | -33.7% |
00851 | 台新全球AI | 5.63% | 16% | 0.63 | -43.8% |
IUSG | iShares Core S&P U.S. Growth ETF | 5.58% | 17% | 0.58 | -32.2% |
IWB | iShares Russell 1000 ETF | 5.45% | 15% | 0.54 | -31.4% |
VTI | Vanguard Total Stock Market Index Fund | 5.3% | 14.9% | 0.6 | -25.4% |
VITSX | Vanguard Total Stock Market Index Fund | 5.3% | 20.2% | 0.82 | -25.4% |
VTSAX | Vanguard Total Stock Market Index Fund | 5.3% | 20.2% | 0.81 | -25.4% |
VSMPX | Vanguard Total Stock Mkt Idx Instl Pls | 5.3% | 14.9% | 0.6 | -25.4% |
VBIAX | Vanguard Balanced Index Fund Admiral Shares | 5.29% | 8.6% | 0.37 | -21.5% |
VBINX | Vanguard Balanced Index Fund | 5.29% | 11.6% | 0.59 | -21.6% |
VBAIX | Vanguard Balanced Index Fund Institutional Shares | 5.29% | 8.6% | 0.37 | -21.5% |
ITOT | iShares Core S&P Total U.S. Stock Market ETF | 5.2% | 14.9% | 0.6 | -25.4% |
VWNFX | Vanguard Windsor II Fund | 5% | 20.2% | 0.84 | -22.7% |
VWNAX | Vanguard Windsor II Fund Admiral Shares | 5% | 15% | 0.63 | -22.7% |
SPHQ | Invesco S&P 500 Quality ETF | 4.42% | 15.8% | 0.59 | -31.6% |
DFAC | Dimensional U.S. Core Equity 2 ETF | 4.4% | - | - | - |
ACWI | iShares MSCI ACWI ETF | 3.77% | 11.5% | 0.42 | -33.5% |
VIG | Vanguard Dividend Appreciation Index Fund | 3.58% | 12.8% | 0.57 | -20.4% |
VDADX | Vanguard Dividend Appreciation Index Fund Admiral Shs | 3.58% | 12.8% | 0.56 | -20.4% |
VT | Vanguard Total World Stock Index Fund | 3.46% | 13.1% | 0.54 | -26.4% |
VPMCX | Vanguard PrimeCap Fund | 3.42% | 19.3% | 0.78 | -25.2% |
VPMAX | Vanguard PRIMECAP Fund Admiral Shares | 3.42% | 14.2% | 0.56 | -25.2% |
DGRO | iShares Core Dividend Growth ETF | 2.71% | 11.9% | 0.43 | -32.2% |
FNDX | Schwab Fundamental U.S. Large Company Index ETF | 2.55% | 14.5% | 0.53 | -37.7% |
RDVY | First Trust Rising Dividend Achievers ETF | 1.79% | 14.9% | 0.5 | -40.6% |
USMV | iShares MSCI USA Min Vol Factor ETF | 1.45% | 8.6% | 0.29 | -31.3% |
JEPI | JPMorgan Equity Premium Income ETF | 1.38% | - | - | - |
MOAT | VanEck Morningstar Wide Moat ETF | 1.19% | 13.5% | 0.48 | -33.3% |
TQQQ | ProShares UltraPro QQQ | 1.02% | 31.2% | 0.68 | -81.7% |
00737 | 國泰AI機器人 | 0.77% | 6.9% | 0.35 | -35.1% |
SDY | SPDR S&P Dividend ETF | 0.3% | 8.3% | 0.26 | -34.6% |
RSP | Invesco S&P 500 Equal Weight ETF | 0.18% | 13.6% | 0.54 | -21.4% |