์˜ฌ ๋“ค์–ด ํ•ด์™ธ ์ฃผ์‹ ๋ฐฐ๋‹น๊ธˆ 2.5ๅ…†โ€ฆ ์ž‘๋…„ ๋™๊ธฐ ๋Œ€๋น„ 2.1๋ฐฐโ†‘

์‚ฌ์ง„=๊ฒŒํ‹ฐ์ด๋ฏธ์ง€๋ฑ…ํฌ

์‚ฌ์ง„=๊ฒŒํ‹ฐ์ด๋ฏธ์ง€๋ฑ…ํฌ

ํ•œ๊ตญ์˜ˆํƒ๊ฒฐ์ œ์›์€ ์˜ฌํ•ด 1โˆผ9์›” ๊ตญ๋‚ด ํˆฌ์ž์ž๋“ค์ด ํ•ด์™ธ ์ฃผ์‹์—์„œ ๋ฐ›์€ ๋ฐฐ๋‹น๊ธˆ์ด 17์–ต4600๋งŒ๋‹ฌ๋Ÿฌ(์•ฝ 2์กฐ5031์–ต์›)์— ๋‹ฌํ•œ๋‹ค๊ณ  29์ผ ๋ฐํ˜”๋‹ค. ์ž‘๋…„ ๊ฐ™์€ ๊ธฐ๊ฐ„์˜ ์ง€๊ธ‰์•ก(8์–ต4100๋งŒ๋‹ฌ๋Ÿฌ)๋ณด๋‹ค 2.1๋ฐฐ๋กœ ๋ถˆ์–ด๋‚œ ๊ทœ๋ชจ๋‹ค.

๋ฐฐ๋‹น๊ธˆ์˜ ๋Œ€๋ถ€๋ถ„์€ ๋ฏธ๊ตญ ์ข…๋ชฉ์—์„œ ๋‚˜์™”๋‹ค. ์ „์ฒด ๋ฐฐ๋‹น๊ธˆ ์ค‘ ๋ฏธ๊ตญ ์ฃผ์‹์˜ ๋น„์ค‘์€ 93.8%์— ๋‹ฌํ–ˆ๋‹ค. ์ผ๋ณธ(3.6%)๊ณผ ํ™์ฝฉ(1.1%)์ด ๊ทธ ๋’ค๋ฅผ ์ด์—ˆ๋‹ค.

๋ฐฐ๋‹น๊ธˆ์„ ๊ฐ€์žฅ ๋งŽ์ด ์ค€ ์ƒ์œ„ 10๊ฐœ ์ข…๋ชฉ์€ ๋ชจ๋‘ ๋ฏธ๊ตญ ์ƒ์žฅ์ง€์ˆ˜ํŽ€๋“œ(ETF)์˜€๋‹ค.

์ด ์ค‘ 1์œ„๋Š” ์•”ํ˜ธํ™”ํ ๊ฑฐ๋ž˜์†Œ ‘์ฝ”์ธ๋ฒ ์ด์Šค’์˜ ์ฃผ์‹์„ ์ž์‚ฐ์œผ๋กœ ์‚ผ๋Š” ‘์ผ๋“œ๋งฅ์Šค ์ฝ”์ธ ์˜ต์…˜ ์ธ์ปด ์ŠคํŠธ๋ ˆํ‹ฐ์ง€’ ETF๋กœ, ์˜ฌํ•ด 1โˆผ3๋ถ„๊ธฐ์— 2์–ต1200๋งŒ๋‹ฌ๋Ÿฌ(3046์–ต์›)๋ฅผ ์ง€๊ธ‰ํ•œ ๊ฒƒ์œผ๋กœ ๋‚˜ํƒ€๋‚ฌ๋‹ค.

์ƒ์œ„ 10์œ„๊ถŒ ์ข…๋ชฉ์˜ ๋ฐฐ๋‹น๊ธˆ ํ•ฉ๊ณ„๋Š” 9์–ต1300๋งŒ๋‹ฌ๋Ÿฌ๋กœ ์ „์ฒด ์ง€๊ธ‰์•ก์˜ 52.3%๋ฅผ ์ฐจ์ง€ํ–ˆ๋‹ค.

์˜ˆํƒ์› ๊ด€๊ณ„์ž๋Š” “๊ตญ๋‚ด ์™ธํ™”์ฆ๊ถŒ ํˆฌ์ž์ž์˜ ๊ถŒ๋ฆฌ ๋ณดํ˜ธ๋ฅผ ์œ„ํ•ด ์ง€์†์ ์œผ๋กœ ๋…ธ๋ ฅํ•˜๊ฒ ๋‹ค”๊ณ  ๋งํ–ˆ๋‹ค.

๋ฅ˜์€ํ˜ ๊ธฐ์ž ehryu@hankyung.com

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