Some small partners may think that the funds that track the GEM index are not all the same. Select the one with "small tracking error and large plate size". However, I estimate that the GEM index fund mentioned by the questioning partner is not only a fund that tracks the GEM index.

At present, there are three kinds of index funds tracking GEM index in the market, namely "GEM Index Fund", "GEM 50 Index Fund" and "GEM Index Enhancement Fund". Today we will talk about the differences between these three index funds. How should I choose?

For the convenience of explanation, I choose Penghua GEM Grading Fund as the fund for tracking GEM index, Huaan GEM Grading Fund as the fund for tracking GEM 50 index, and Rongtong GEM Index Enhancement Fund as the enhancement index for analysis and explanation.

As far as the number of funds is concerned, among the three types of index funds that can be traded at present, the first type of funds (tracking GEM index) has the largest number, and there is really little difference. The second type (tracking GEM 50 index) and the third type (index enhancement) can only be purchased at present.

Let's take a look at the historical performance comparison table of these three funds compiled by the commander.

1, seeking peace of mind to choose GEM index funds.

GEM index, I prefer to call it "GEM 100", because the constituent stocks are composed of the largest 100 GEM stocks. Judging from the performance of the three index funds in the past year, the decline is the smallest, and it is the index fund that can best represent the trend of the whole GEM. So, if you are looking for inner peace, you may wish to choose this one.

2. Seek transcendence, choose GEM and finance it.

Judging from the comparable historical performance of these three funds, the performance of Rongtong Growth Enterprise Market Index Enhancement Fund in recent months 1, March and June is slightly better than that of Penghua Growth Enterprise Market Index Fund, and it is completely passive. The goal of "enhanced index" is to obtain excess returns while tracking the trend of the index, so the fund manager's ability to "optimize and copy" the excess returns of the index can be reflected when the GEM market is good.

3. Bo income chooses Huaan GEM 50 Fund.

The GEM 50 Index Fund, as its name implies, consists of 50 largest GEM stocks, so compared with the GEM index, the heavyweights account for a higher proportion, and the ups and downs have a greater impact on the index. Therefore, when the trend of GEM is good, the growth rate of GEM 50 index is often ahead of that of GEM index; On the contrary, when the growth enterprise market trend goes down, the decline will be greater than the growth enterprise market index.