Stock ETFs a look back over 4yrs

Investing and Markets 📈
1

Just having a look today at what’s happened to these over the last few years. Not that past equals future performance but some of them have some really stable up with a decent return, wonder if they will all continue on the same path for the foreseeable future?

US Tech Sector
165.10

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NASDAQ 100
141.51

Screenshot_20191226-224947
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Momentum factor
107.62

Screenshot_20191226-225035
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Gold Producers
103.78

Screenshot_20191226-233107
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S&P 500 (CSP1)
101.19

Screenshot_20191226-224418
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Robo Global
92.72

Screenshot_20191226-224910
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US Finance Sector
92.56

Screenshot_20191226-223902
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S&P 500 (IUSA)
84.74

Screenshot_20191226-224548
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S&P 500 (VUSA)
84.61

Screenshot_20191226-224639
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Japan Small Cap
79.64

Screenshot_20191226-233223
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Robotics
78.97

Screenshot_20191226-224829
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S&P 500 Health Care Sector
77.70

Screenshot_20191226-224316
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Small Cap 600
74.79

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S&P Div Aristocrat
72.64

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Global Water
72.08

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Russell Midcap
66.15

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FTSE All World
59.72

Screenshot_20191226-225153
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Russell 2000
59.11

Screenshot_20191226-224755
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FTSE Japan
58.94

Screenshot_20191226-232923
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Pacific Ex-Japan
55.25

Screenshot_20191226-233458
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STOXX Europe 600
53.73

Screenshot_20191226-224026
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MSCI EM
52.65

Screenshot_20191226-233333
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MSCI China
52.15

Screenshot_20191226-233319
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EURO STOXX 50
51.77

Screenshot_20191226-232132
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UK All Share
43.34

Screenshot_20191226-233813
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Global Clean Energy
40.89

Screenshot_20191226-233000
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FTSE EM
36.82

Screenshot_20191226-232840
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FTSE 250 (MIDD)
34.19

Screenshot_20191226-232630
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FTSE All World Div
34.12

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FTSE 250 (VMID)
32.66

Screenshot_20191226-232529
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Ageing Population
32.65

Screenshot_20191226-232024
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Developed Property
32.07

Screenshot_20191226-232044
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FTSE Dev Europe
30.06

Screenshot_20191226-232742
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EURO STOXX Div
26.67

Screenshot_20191226-232226
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MSCI World
20.17

Screenshot_20191226-233422
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FTSE 100 (ISF)
14.39

Screenshot_20191226-232416
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FTSE 100 (VUKE)
13.12

Screenshot_20191226-232322
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UK Property
7.23

Screenshot_20191226-233952
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S&P UK Div
4.67

Screenshot_20191226-233656
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UK Dividend
-10.08

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4 Likes
2

3 years ago I was hearing warnings that the S & P 500 had hit its peak.
Buy, hold, keep adding.
The gains certainly beat 0.5% savings interest !

2 Likes
3

39/40 up too. So if you spread over many ETFs here even picked randomly you would be winning over savings.

Think I’ll be focusing more on tech and S&P 500. :slightly_smiling_face:

1 Like
4

One thing I’ve noticed recently is how much the costs and charges for ETFs can vary.

If you go into the ETF on the Freetrade app and scroll down to Costs and Charges, then go down to the “Total charges over 5 years” for the illustrated example, this is the kind of variety you get:

  • £ISF FTSE 100: £6.36
  • £IUSA S&P 500: £21.06
  • £VWRL FTSE All World: £69.26
  • £HMCH MSCI China: £215.82

So definitely check the costs and charges as well!

8 Likes
5

Those charts worry me. Everything just seems so high. Everyone seems to be expecting a pullback but I think we will see another rapid rise in 2020 (especially US stocks). Although the US election will play heavily back end of 2020.

6

I’ve noticed that as well, some of them are over 1% in fees.

If I look at a graph of the return over say the last 5 years, do you know if that will be factoring in the fees as well?

Or if I’m looking at an ETF, should I be minusing the fees as well?

7

Not sure if the return graphs factor in fees, that is one for @Viktor and co. I would assume that it does.

8

Don’t know if it helps but here’s the total cost based on the £5k example

The following charges are based on an example £5,000 investment, held for 5 years . Invested using a Basic Account and Basic Trades , assuming an underlying 5% growth .

US Tech Sector
165.10
£26.83

NASDAQ 100
141.51
£90.64

Momentum factor
107.62
£102.51

Gold Producers
103.78
£152.27

S&P 500 (CSP1)
101.19
£37.85

Robo Global
92.72
£239.42

US Finance Sector
92.56
£60.25

S&P 500 (IUSA)
84.74
£21.06

S&P 500 (VUSA)
84.61
£24.45

Japan Small Cap
79.64
£179.71

Robotics
78.97
£127.81

S&P 500 Health Care Sector
77.70
£46.59

Small Cap 600
74.79
£129.14

S&P Div Aristocrat
72.64
£108.61

Global Water
72.08
£186.99

Russell Midcap
66.15
£106.13

FTSE All World
59.72
£69.26

Russell 2000
59.11
£92.50

FTSE Japan
58.94
£54.28

Pacific Ex-Japan
55.25
£67.69

STOXX Europe 600
53.73
£67.33

MSCI EM
52.65
£50.91

MSCI China
52.15
£215.82

EURO STOXX 50
51.77
£28.43

UK All Share
43.34
£75.49

Global Clean Energy
40.89
£214.02

FTSE EM
36.82
£72.88

FTSE 250 (MIDD)
34.19
£150.80

FTSE All World Div
34.12
£95.96

FTSE 250 (VMID)
32.66
£76.66

Ageing Population
32.65
£161.45

Developed Property
32.07
£185.70

FTSE Dev Europe
30.06
£33.17

EURO STOXX Div
26.67
£144.31

MSCI World
20.17
£94.95

FTSE 100 (ISF)
14.39
£6.36

FTSE 100 (VUKE)
13.12
£33.64

UK Property
7.23
£124.19

S&P UK Div
4.67
£179.22

UK Dividend
-10.08
£211.61

9

IUKD down 10% over the last four years. Reinvesting the dividends would show a rosier picture but that is still an incredibly woeful performance in the prevailing market sentiment of the period.

10

Fees get continuously deducted from the fund value and should be included.

2 Likes