熊市莫慌！这两只价值ETF值得关注

美股研究社2022-05-12

作者 | Tezcan Gecgil熊市往往会为经验丰富的投资者创造机会，因为股价下跌会带来新的价值投资选择。今年以来，美国标准普尔500指数和纳斯达克综合指数分别下跌了14.5%和23.4%。换句话说，更广阔的市场将出现合适的切入点。对于经验丰富的投资者来说，寻找低于其内在价值的优质股票是一种关键且有利可图的长期策略。内在价值指的是股票的实际价值，换句话说，是对股票(或任何资产)真正价值的衡量。...

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These two value ETFs deserve attention","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AAPL":1,"Y":1,"XOM":1,"UNH":1,"PEG":1,"MSFT":1,"JNJ":1,"FHN":1,"FCF":1,"03086":0.9,"09979":0.65,"TTTN":0.65,"QNETCN":0.65},"content_text":"作者 | Tezcan Gecgil熊市往往会为经验丰富的投资者创造机会，因为股价下跌会带来新的价值投资选择。今年以来，美国标准普尔500指数和纳斯达克综合指数分别下跌了14.5%和23.4%。换句话说，更广阔的市场将出现合适的切入点。对于经验丰富的投资者来说，寻找低于其内在价值的优质股票是一种关键且有利可图的长期策略。内在价值指的是股票的实际价值，换句话说，是对股票(或任何资产)真正价值的衡量。沃伦·巴菲特认为:“内在价值为评估投资和企业的相对吸引力提供了唯一合乎逻辑的方法。”量化指标通常有助于确定股票是否有价值。最常用的例子包括市盈率(P/E)、市净率(P/B)、市售率(P/S)、每股收益增长比(PEG)、债务股本比(D/E)或自由现金流(FCF)等。这些参数意味着什么，或者如何解释它们，需要做更多的研究，通常取决于是哪个行业。InvestingPro网站可以对股票和整个行业的价值进行排名。一般20倍左右市盈率的科技股具有潜在的价值。然而，同样的论点并不一定适用于公用事业股，因为公用事业股的比率通常较低。纽约大学斯特恩商学院(NYU Stern School of Business)提供了美国不同行业的最新市盈率列表。下面将介绍两只主要投资价值型股票Pacer Swan SOS Fund of Funds ETF|ETF01先锋标普中市值400价值指数基金ETF当前价格:152.32美元52周范围:$151.77 - $176.31股息收益率:1.94%费用比率:每年0.15%Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares (NYSE:IVOV)（先锋标普中市值400价值指数基金ETF）追踪标普中型企业 400 指数。持仓主要基于三个因素，包括收益/价格、帐面/价格和销售/价格比。IVOV 周线图，来源：Investing.com这只被动管理的基金于2010年9月首次推出。目前持有295只股票，其中前10大股票占其9.43亿美元净资产的9%左右。工业类股在各行业中所占比重最大，为19.40%。其次是金融(17%)、非必需消费品(12.70%)、房地产(11.30%)和信息技术(10.40%)。主要持仓包括房地产投资信托Medical Properties Trust Inc (NYSE:MPW)；第一线国民银行 (NYSE:FHN); 财产及意外伤害保险Alleghany Corp. (NYSE:Y); 金属服务集团Reliance Steel & Aluminum Co. (NYSE:RS); 基础设施咨询服务公司AECOM (NYSE:ACM)。IVOV在2021年11月达到历史最高水平后面临压力。该基金自今年1月以来累计亏损约9.6%，过去12个月累计亏损9.7%。市盈率和市净率分别为14.0和1.9倍。尽管当前的整体环境并不乐观，但从历史上看，中市值股在高通胀和利率上升的背景下一直受益。因此，未来三到五年投资者可以考虑进一步研究IVOV。02摩根大通美国价值ETF当前价格:34.44美元52周范围:34.41 - 39.27美元股息收益率:2.31%费用比率:每年0.12%JPMorgan U.S. Value Factor ETF (NYSE:JVAL)（摩根大通美国价值ETF）提供罗素2000指数中美国大型价值公司的敞口。该基金根据相对估值指标(包括账面收益率、盈利收益率、股息收益率和现金流收益率)持有340只股票。JVAL周线图，来源：Investing.comJVAL于2017年11月开始交易。前10大持仓的净资产为5.2492亿美元，占总持仓的近17%。就行业敞口而言，科技股以27.3%领先，其次是非必需消费品(14.8%)、医疗保健(13.5%)、工业股(12.6%)和金融股(10.6%)。主要持仓包括美国联合健康集团 (NYSE:UNH); 苹果 (NASDAQ:AAPL); 埃克森美孚 (NYSE:XOM); 微软公司 (NASDAQ:MSFT)和强生公司 (NYSE:JNJ)。我们认为，JVAL理应成为价值投资者的关注对象。JVAL昨日跌至52周低点，自2022年初以来已下跌10.3%。市盈率和市净率分别为13.10倍和2.35倍。股民福利来了！十大金股送给你，带你掘金“黄金坑”！点击查看>>","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.22.4","shortVersion":"4.22.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2235902409"}