Podcast EP314 為甚麼00713的報酬率，會從大幅領先到大幅落後？ 我們常常說ETF的好處是會主動『汰弱換強』，就是在每年的固定期間，會依照指數的選股邏輯來更換成分股，但是調整成分股時會產生交易費用，賣出舊成分股需要付出交易費跟證交稅，買進時也要繳交易費，如果一次調整太多檔，這個總費用率就有點可觀了，會成為ETF的內耗成本，當然是投資人買單。 由於00713的成分股是50檔，6/16指數調整21檔就佔了全部的21/50=42%，將近是一半了！我覺得這個比例算高的，換掉這麼多之後能不能維持往日表現？下次換股是甚麼時候，又會換掉多少？還真是讓人擔心跟懷疑！ 訂閱【不敗教主陳重銘】Podcast 📍Apple Podcast：[[https://reurl.cc/6l329V](">reurl.cc/6l329V]()](https:// href=>)">reurl.cc/6l329V 📍Spotify podcast：[[https://reurl.cc/k0eXM9](">reurl.cc/k0eXM9]()](https:// href=>)">reurl.cc/k0eXM9 📍Google podcast：[[https://reurl.cc/d53D88](">reurl.cc/d53D88]()](https:// href=>)">reurl.cc/d53D88 📍KKBOX podcast：[[https://reurl.cc/LdEObK](">reurl.cc/LdEObK]()](https:// href=>)">reurl.cc/LdEObK 📍聽眾贊助連結：https://pay.soundon.fm/podcasts/f93d43ed-f938-45f1-9e71-d915f806bae4 -- Hosting provided by SoundOn
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