{"id":7351,"date":"2024-02-22T13:59:52","date_gmt":"2024-02-22T12:59:52","guid":{"rendered":"https:\/\/www.forexsrovnavac.cz\/mag\/?p=7351"},"modified":"2024-02-22T14:10:08","modified_gmt":"2024-02-22T13:10:08","slug":"3-nejstarsich-etf-na-svete","status":"publish","type":"post","link":"https:\/\/www.forexsrovnavac.cz\/mag\/3-nejstarsich-etf-na-svete\/","title":{"rendered":"3 Nejstar\u0161\u00ed ETF na sv\u011bt\u011b"},"content":{"rendered":"

V posledn\u00ed dob\u011b zaznamenaly burzovn\u011b obchodovan\u00e9 fondy (ETF) zv\u00fd\u0161enou popularitu jako n\u00e1stroj umo\u017e\u0148uj\u00edc\u00ed investi\u010dn\u00ed expozici nap\u0159\u00ed\u010d r\u016fzn\u00fdmi sektory a t\u0159\u00eddami aktiv. Tyto fondy p\u0159in\u00e1\u0161ej\u00ed v\u00fdhody jako je diverzifikace, n\u00edzk\u00e9 poplatky a flexibilitu v obchodov\u00e1n\u00ed. V tomto \u010dl\u00e1nku se zam\u011b\u0159\u00edme na t\u0159i nejstar\u0161\u00ed ETF na sv\u011bt\u011b, prozkoum\u00e1me jejich historii, v\u00fdkon a v\u00fdznam v investi\u010dn\u00ed sf\u00e9\u0159e, co\u017e poskytne cenn\u00e9 poznatky o v\u00fdvoji t\u011bchto ETF.<\/p>\n

1. SPDR S&P 500 ETF (SPY)<\/strong><\/h2>\n

SPDR S&P 500 ETF, od spole\u010dnosti State Street Global Advisors se poprv\u00e9 za\u010dal obchodovat u\u017e v roce 1993. Jedn\u00e1 se o prvn\u00ed fond obchodovan\u00fdm na burze (ETF). Toto ETF je zam\u011b\u0159en\u00e9 na akcie velk\u00fdch americk\u00fdch spole\u010dnost\u00ed, odr\u00e1\u017e\u00ed toti\u017e v\u00fdkonnost indexu S&P 500, kter\u00fd zahrnuje 500 nejv\u011bt\u0161\u00edch ve\u0159ejn\u011b obchodovan\u00fdch spole\u010dnost\u00ed v USA. Pokr\u00fdv\u00e1 r\u016fzn\u00e9 sektory, jako je technologie a zdravotnictv\u00ed, s n\u00edzk\u00fdm pom\u011brem ro\u010dn\u00edch n\u00e1klad\u016f ve v\u00fd\u0161i 0,09%.<\/p>\n

Pokud by se ka\u017ed\u00fd m\u011bs\u00edc od roku 1993 do roku 2024 investovalo 2000 CZK do SPDR S&P 500 ETF (SPY), odhadovan\u00e1 sou\u010dasn\u00e1 hodnota investice by byla p\u0159ibli\u017en\u011b 5 333 480 CZK. To p\u0159edstavuje odhadovan\u00fd zisk p\u0159ibli\u017en\u011b 4 589 480 CZK.<\/p>\n

Zde je tabulka s vypo\u010d\u00edtan\u00fdmi hodnotami:<\/strong><\/p>\n\n\n\n\n\t\n\n\t
N\u00e1zev ETF<\/th>Rok zalo\u017een\u00ed<\/th>Symbol<\/th>Ro\u010dn\u00ed v\u00fdnos<\/th>M\u011bs\u00ed\u010dn\u00ed investice<\/th>Odhadovan\u00e1 sou\u010dasn\u00e1 hodnota<\/th>Odhadovan\u00fd zisk<\/th>\n<\/tr>\n<\/thead>\n
SPDR S&P 500 ETF<\/td>1993<\/td>SPY<\/td>10,77 %<\/td>2000 CZK<\/td>5 333 480 CZK<\/td>4 589 480 CZK<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n\n
\"\"<\/a>

Graf v\u00fdvoje ETF SPDR S&P 500 ETF (SPY) od roku 1993<\/p><\/div>\n

2. SPDR S&P MidCap 400 ETF<\/strong><\/h2>\n

SPDR S&P MidCap 400 ETF je fond obchodovateln\u00fd na burze, spravovan\u00fd spole\u010dnost\u00ed State Street Global Advisors, kter\u00fd nab\u00edz\u00ed expozici na st\u0159edn\u011b velk\u00e9 americk\u00e9 spole\u010dnosty. Sleduje S&P MidCap 400 Index zahrnuj\u00edc\u00ed v\u00edce ne\u017e 400 st\u0159edn\u00edch firem z r\u016fzn\u00fdch sektor\u016f. Fond vynik\u00e1 n\u00edzk\u00fdmi n\u00e1klady s pom\u011brem n\u00e1klad\u016f 0,23%. Akcie fondu jsou voln\u011b obchodovateln\u00e9 na hlavn\u00edch burz\u00e1ch, v\u010detn\u011b New York Stock Exchange a NASDAQ.<\/p>\n

Kdybychom od roku 1995 pravideln\u011b ka\u017ed\u00fd m\u011bs\u00edc vkl\u00e1dali do SPDR S&P MidCap 400 ETF (MDY) \u010d\u00e1stku 2000 CZK, do roku 2024 by celkov\u00e1 hodnota na\u0161\u00ed investice dos\u00e1hla odhadem 3 411 033 CZK. Z toho vypl\u00fdv\u00e1, \u017ee odhadovan\u00fd zisk z t\u00e9to pravideln\u00e9 investi\u010dn\u00ed aktivity by \u010dinil asi 2 715 033 CZK.<\/p>\n

N\u00ed\u017ee naleznete tabulku, kter\u00e1 shrnuje v\u00fdsledek v\u00fdpo\u010dtu:<\/p>\n\n\n\n\n\t\n\n\t
N\u00e1zev ETF<\/th>Rok zalo\u017een\u00ed<\/th>Symbol<\/th>Ro\u010dn\u00ed v\u00fdnos<\/th>M\u011bs\u00ed\u010dn\u00ed investice<\/th>Odhadovan\u00e1 sou\u010dasn\u00e1 hodnota<\/th>Odhadovan\u00fd zisk<\/th>\n<\/tr>\n<\/thead>\n
SPDR S&P MidCap 400 ETF<\/td>1995<\/td>MDY<\/td>9,52 %<\/td>2000 CZK<\/td>3 411 033 CZK<\/td>2 715 033 CZK<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n\n
\"\"<\/a>

Graf SPDR S&P MidCap 400 ETF od zalo\u017een\u00ed v roce 1995<\/p><\/div>\n

3. iShares MSCI Australia ETF<\/strong><\/h2>\n

ETF iShares MSCI Australia, spravovan\u00fd spole\u010dnost\u00ed BlackRock, poskytuje investor\u016fm p\u0159\u00edstup k australsk\u00fdm akci\u00edm prost\u0159ednictv\u00edm indexu MSCI Australia. S n\u00edzk\u00fdm pom\u011brem n\u00e1klad\u016f ve v\u00fd\u0161i 0,50 % a dividendov\u00fdm v\u00fdnosem kolem 3 % je obl\u00edben\u00fdm v\u00fdb\u011brem investor\u016f hledaj\u00edc\u00edch exponovanost na australsk\u00e9m trhu. ETF bylo zalo\u017eeno v roce 1996 a od t\u00e9 doby m\u00e1 ro\u010dn\u00ed v\u00fdnos 3,55 %.<\/p>\n

Pro iShares MSCI Australia ETF (EWA), zalo\u017een\u00fd v roce 1996 s ro\u010dn\u00edm v\u00fdnosem 3,55 %, by odhadovan\u00e1 sou\u010dasn\u00e1 hodnota m\u011bs\u00ed\u010dn\u00ed investice 2000 CZK od zalo\u017een\u00ed do roku 2024 \u010dinila p\u0159ibli\u017en\u011b 1 137 544 CZK. Odhadovan\u00fd zisk z t\u011bchto investic by byl p\u0159ibli\u017en\u011b 465 544 CZK.<\/p>\n

N\u00ed\u017ee naleznete tabulku, kter\u00e1 shrnuje v\u00fdsledek v\u00fdpo\u010dtu:<\/p>\n\n\n\n\n\t\n\n\t
N\u00e1zev ETF<\/th>Rok zalo\u017een\u00ed<\/th>Symbol<\/th>Ro\u010dn\u00ed v\u00fdnos<\/th>M\u011bs\u00ed\u010dn\u00ed investice<\/th>Odhadovan\u00e1 sou\u010dasn\u00e1 hodnota<\/th>Odhadovan\u00fd zisk<\/th>\n<\/tr>\n<\/thead>\n
iShares MSCI Australia ETF<\/td>1996<\/td>EWA<\/td>3,55 %<\/td>2000 CZK<\/td>1 137 544 CZK<\/td>465 544 CZK<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n\n
\"\"<\/a>

Graf iShares MSCI Australia ETF od zalo\u017een\u00ed v roce 1996<\/p><\/div>\n

Kolik by teoreticky doposud vyd\u011blaly tyto ETF fondy?<\/h3>\n

P\u0159i zkoum\u00e1n\u00ed potenci\u00e1lu investov\u00e1n\u00ed do burzovn\u011b obchodovan\u00fdch fond\u016f (ETF) je jednou z kl\u00ed\u010dov\u00fdch ot\u00e1zek, jak\u00fd v\u00fdnos mohly tyto fondy teoreticky generovat od sv\u00e9ho zalo\u017een\u00ed a\u017e do sou\u010dasnosti. Tato ot\u00e1zka je zvl\u00e1\u0161t\u011b relevantn\u00ed v kontextu dlouhodob\u00e9ho investov\u00e1n\u00ed, kde je c\u00edlem nejen ochrana kapit\u00e1lu, ale i jeho rozmno\u017een\u00ed. V n\u00e1sleduj\u00edc\u00edm rozboru se zam\u011b\u0159\u00edme na t\u0159i konkr\u00e9tn\u00ed ETF fondy \u2013 SPDR S&P 500 ETF (SPY), SPDR S&P MidCap 400 ETF (MDY) a iShares MSCI Australia ETF (EWA) \u2013 a prozkoum\u00e1me, jak\u00e1 by byla jejich teoretick\u00e1 v\u00fdnosnost, pokud by investo\u0159i pravideln\u011b vkl\u00e1dali 2000 CZK m\u011bs\u00ed\u010dn\u011b od okam\u017eiku jejich zalo\u017een\u00ed a\u017e do dne\u0161n\u00edho dne.<\/p>\n

Anal\u00fdza t\u0159\u00ed ETF \u2013 SPDR S&P 500 ETF (SPY), SPDR S&P MidCap 400 ETF (MDY) a iShares MSCI Australia ETF (EWA) \u2013 p\u0159i m\u011bs\u00ed\u010dn\u00ed investici 2000 CZK od jejich zalo\u017een\u00ed a\u017e do roku 2024 ukazuje r\u016fzn\u00e9 v\u00fdsledky vzhledem k jejich geografick\u00e9mu zam\u011b\u0159en\u00ed a tr\u017en\u00edmu segmentu.<\/p>\n

SPDR S&P 500 ETF (SPY)<\/strong>, s nejvy\u0161\u0161\u00edm ro\u010dn\u00edm v\u00fdnosem z t\u011bchto t\u0159\u00ed fond\u016f, 10,77 %, p\u0159inesl odhadovanou sou\u010dasnou hodnotu investice p\u0159ibli\u017en\u011b 5 333 480 CZK, co\u017e znamen\u00e1 odhadovan\u00fd zisk zhruba 4 589 480 CZK. Tento fond, sleduj\u00edc\u00ed 500 p\u0159edn\u00edch americk\u00fdch spole\u010dnost\u00ed, potvrzuje siln\u00fd r\u016fst velk\u00fdch kapitalizac\u00ed v USA.<\/p>\n

SPDR S&P MidCap 400 ETF (MDY)<\/strong>, zam\u011b\u0159uj\u00edc\u00ed se na st\u0159edn\u00ed kapitalizace s ro\u010dn\u00edm v\u00fdnosem 9,52 %, vykazuje odhadovanou sou\u010dasnou hodnotu p\u0159ibli\u017en\u011b 3 411 033 CZK a odhadovan\u00fd zisk kolem 2 715 033 CZK. Tento fond ukazuje atraktivitu st\u0159edn\u00edch kapitalizac\u00ed, kter\u00e9 mohou nab\u00edzet vyv\u00e1\u017eenou kombinaci r\u016fstu a stability.<\/p>\n

iShares MSCI Australia ETF (EWA)<\/strong>, s ni\u017e\u0161\u00edm ro\u010dn\u00edm v\u00fdnosem 3,55 %, reflektuje specifika australsk\u00e9ho trhu a nab\u00edz\u00ed odhadovanou sou\u010dasnou hodnotu 1 137 544 CZK a zisk 465 544 CZK. P\u0159esto\u017ee je jeho v\u00fdkon ni\u017e\u0161\u00ed ve srovn\u00e1n\u00ed s americk\u00fdmi ETF, poskytuje diverzifikaci mimo USA.<\/p>\n

Z\u00e1v\u011br<\/strong><\/h3>\n

Investice do ETF na b\u00e1zi m\u011bs\u00ed\u010dn\u00edch vklad\u016f nab\u00edz\u00ed investor\u016fm p\u0159\u00edle\u017eitost akumulovat zna\u010dn\u00e9 zisky v dlouhodob\u00e9m horizontu. Rozd\u00edly ve v\u00fdkonnosti t\u011bchto t\u0159\u00ed ETF poukazuj\u00ed na v\u00fdznam v\u00fdb\u011bru geografick\u00e9ho zam\u011b\u0159en\u00ed a tr\u017en\u00edho segmentu vzhledem k individu\u00e1ln\u00edm investi\u010dn\u00edm c\u00edl\u016fm a toleranci k riziku. Zat\u00edmco americk\u00e9 akciov\u00e9 trhy, zastoupen\u00e9 SPY a MDY, nab\u00edzely v\u00fdznamn\u00fd r\u016fst, EWA poskytuje perspektivu diverzifikace s men\u0161\u00edm, av\u0161ak stabiln\u00edm v\u00fdnosem.<\/p>\n

\n

D\u016fle\u017eit\u00e9 upozorn\u011bn\u00ed: P\u0159i interpretaci minul\u00fdch v\u00fdnos\u016f ETF fond\u016f je nutn\u00e9 m\u00edt na pam\u011bti, \u017ee minul\u00e9 v\u00fdkony nejsou z\u00e1rukou budouc\u00edch v\u00fdsledk\u016f. Investice na finan\u010dn\u00edch trz\u00edch jsou v\u017edy spojeny s ur\u010dit\u00fdm rizikem a v\u00fdnosy se mohou v \u010dase v\u00fdrazn\u011b li\u0161it v z\u00e1vislosti na mnoha faktorech, v\u010detn\u011b tr\u017en\u00edch podm\u00ednek a ekonomick\u00fdch zm\u011bn. Informace poskytnut\u00e9 v tomto \u010dl\u00e1nku slou\u017e\u00ed v\u00fdhradn\u011b pro studijn\u00ed a informativn\u00ed \u00fa\u010dely a nem\u011bly by b\u00fdt ch\u00e1p\u00e1ny jako investi\u010dn\u00ed doporu\u010den\u00ed. Investo\u0159i by m\u011bli pe\u010dliv\u011b zv\u00e1\u017eit sv\u00e9 investi\u010dn\u00ed c\u00edle a toleranci k riziku p\u0159ed u\u010din\u011bn\u00edm jak\u00fdchkoli investi\u010dn\u00edch rozhodnut\u00ed.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"

V posledn\u00ed dob\u011b zaznamenaly burzovn\u011b obchodovan\u00e9 fondy (ETF) zv\u00fd\u0161enou popularitu jako n\u00e1stroj umo\u017e\u0148uj\u00edc\u00ed investi\u010dn\u00ed expozici nap\u0159\u00ed\u010d r\u016fzn\u00fdmi sektory a t\u0159\u00eddami aktiv. Tyto fondy p\u0159in\u00e1\u0161ej\u00ed v\u00fdhody jako je diverzifikace, n\u00edzk\u00e9 poplatky a flexibilitu v obchodov\u00e1n\u00ed. V tomto \u010dl\u00e1nku se zam\u011b\u0159\u00edme na t\u0159i nejstar\u0161\u00ed ETF na sv\u011bt\u011b, prozkoum\u00e1me jejich historii, v\u00fdkon a v\u00fdznam v investi\u010dn\u00ed sf\u00e9\u0159e, co\u017e […]<\/p>\n","protected":false},"author":1,"featured_media":7366,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_seopress_titles_title":"3 Nejstar\u0161\u00ed ETF na sv\u011bt\u011b: Kolik doposud vyd\u011blaly?","_seopress_titles_desc":"Zjist\u011bte, jak\u00e9 jsou nejstar\u0161\u00ed ETF na sv\u011bt\u011b a jakou cestu si pro\u0161ly od zalo\u017een\u00ed. Analyzujeme tyto 3 ETF s detailn\u00edm pohledem na jejich v\u00fdnos.","_seopress_robots_index":"","_seopress_robots_follow":"","_seopress_robots_imageindex":"","_seopress_robots_snippet":"","_seopress_robots_primary_cat":"","_seopress_robots_breadcrumbs":"","_seopress_robots_freeze_modified_date":"","_seopress_robots_custom_modified_date":"","_seopress_robots_canonical":"","_seopress_social_fb_title":"","_seopress_social_fb_desc":"","_seopress_social_fb_img":"","_seopress_social_fb_img_attachment_id":0,"_seopress_social_fb_img_width":0,"_seopress_social_fb_img_height":0,"_seopress_social_twitter_title":"","_seopress_social_twitter_desc":"","_seopress_social_twitter_img":"","_seopress_social_twitter_img_attachment_id":0,"_seopress_social_twitter_img_width":0,"_seopress_social_twitter_img_height":0,"_seopress_redirections_value":"","_seopress_redirections_enabled":"","_seopress_redirections_enabled_regex":"","_seopress_redirections_logged_status":"","_seopress_redirections_param":"","_seopress_redirections_type":0,"_seopress_analysis_target_kw":"","_lmt_disableupdate":"","_lmt_disable":"","footnotes":""},"categories":[194],"tags":[],"class_list":["post-7351","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-akcie"],"modified_by":"Krpensk\u00fd Martin","_links":{"self":[{"href":"https:\/\/www.forexsrovnavac.cz\/mag\/wp-json\/wp\/v2\/posts\/7351","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.forexsrovnavac.cz\/mag\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.forexsrovnavac.cz\/mag\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.forexsrovnavac.cz\/mag\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.forexsrovnavac.cz\/mag\/wp-json\/wp\/v2\/comments?post=7351"}],"version-history":[{"count":0,"href":"https:\/\/www.forexsrovnavac.cz\/mag\/wp-json\/wp\/v2\/posts\/7351\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.forexsrovnavac.cz\/mag\/wp-json\/wp\/v2\/media\/7366"}],"wp:attachment":[{"href":"https:\/\/www.forexsrovnavac.cz\/mag\/wp-json\/wp\/v2\/media?parent=7351"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.forexsrovnavac.cz\/mag\/wp-json\/wp\/v2\/categories?post=7351"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.forexsrovnavac.cz\/mag\/wp-json\/wp\/v2\/tags?post=7351"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}