Stock ETFs a look back over the year and month (April 2020)

Following my previous thread at the end of last year before covid-19 was a thing, I’ve just captured how things stand now and what’s happened in the past month.

We appear to be two ETFs down, both IHCU and HMCH are no longer listed. :thinking: Edit: confirmed by staff tmp hidden due to provider cost.

Ordered by year %


Ordered by month %

36

14 11 10-9 10-8 10-7 10-4 9-9 9-8 9-5 8-9 8-4 8-0 7-82 7-66 7-62 7-1 6-81 6-70 6-67 6-47 6-18 6-11 5-6 5-1 4-8 4-3 4-1 4-0 3 2-52 2-24 2-20 2-08 1-5 1-1 0-75 -6-78

2 Likes

Sorry, genuine question here - what point are you trying to make as its just a long thread of graph screenshots that anyone can look up at the moment?

3 Likes

If this thread doesn’t help you then its move along nothing to see here :wave:

I wasn’t trying to add commentary but looking back at this thread…

…I would say that Technology does well even in a pandemic and if one had not sold you would most likely now be back in profit. If you have switched focus towards Gold you would be in the money. So would say if you are new to ETFs and want to put your money in safe funds these are the best performing imho that you can get via Freetrade.

The newcomers to this top list are INRG (energy) and IH20 (water) which has done well over this period.

Whilst not in the top 10 by year and still down from the drop, robotics RBTX (11.55%) / ROBG (9.99%) have had a strong month.

Past does not equal future disclaimer, make your own choices.

In brackets is ranking and percentage increase between ~2016-2020 shown in the thread linked above.

1. SPGP

(69.84% Y 36.10% M) (4 - 103.78%)

2. IITU

(17.46% Y 10.76% M) (1 - 165.10%)

3. EQQQ

(15.72% Y 14.15% M) (2 - 141.51%)

4. IWFM

(4.28% Y 8.93% M) (3 - 107.62%)

5. INRG

(3.97% Y 6.47% M) (26 - 40.89%)

6. CSP1

(1.23% Y 10.48% M) (5 - 101.19%)

7. IUSA

(-0.5% Y 10.85% M) (8 - 84.74%)

8. VUSA

(-0.53 Y 10.91% M) (9 - 84.61%)

9. IH20

(-0.72% Y 5.68% M) (15 - 72.08%)

2 Likes

Thanks. I was just looking for context - a year or more can be looked back in app so I wasn’t clear on the point :slight_smile:

1 Like

I think it’s good to have them all in one place and I’m grateful for the effort that’s gone into this.

It’s faster than me finding and working through them all on Freetrade.

As someone who believes that this chaos is going to get worse before it get better and is going to last a lot longer than most people think, I was hoping to see one that shot up when all the others were nosediving though!

2 Likes

I could turn this into a table and add the %s if it helps.
38 total

Y % year to date
M % last month
Z % 2016-2020 period

World

Y M Z
IWFM:star2: 4.28 8.93 107.62 upward trend
VWRL -6.59 8.42 59.72 large + medium
EMIM -13.76 7.62 52.65 emerging mkts
VFEM -15.33 6.7 36.82 emerging mkts
IWDG -11.11 7.16 20.17 large + medium

Sectors

Y M Z
SPGP:star2: 69.84 36.10 103.78 gold industry
ROBG:star: -7.93 9.99 92.72 robotics
RBTX:star: -6.45 11.55 78.97 robotics
INRG:star: 3.97 6.47 40.89 clean energy
IH20:star: -0.72 5.68 72.08 water
AGES -12.38 7.82 32.65 old people
IWDP -22.21 2.08 32.07 property

US

Y M Z
IITU :star2: 17.46 10.76 165.10 technology
EQQQ :star2: 15.72 14.15 141.51 large
CSP1 :star: 1.23 10.48 101.19 large
IUSA :star: -0.5 10.85 84.74 large
VUSA :star: -0.53 10.91 84.61 large
UIFS -18.37 2.52 92.56 financial
ISP6 -24.19 6.11 74.79 small
XRSS -11.13 9.59 66.15 medium
XRSG -19.80 7.66 59.11 small

UK

Y M Z
FTAL -19.57 4.85 43.34 all on LSE
MIDD -21.66 6.67 34.19 FTSE 250 medium
VMID -22.36 6.81 32.66 FTSE 250 medium
ISF -23.22 4.09 14.39 FTSE 100 large
VUKE -23.08 4.38 13.12 FTSE 100 large
IUKP -18.58 2.20 7.23 property

Europe

Y M Z
XSX6 -12.31 4.17 53.73 nearly all
CS51 -16.38 1.50 51.77 large
VEUR -15.83 3.52 30.06 large + medium

Japan

Y M Z
ISJP -7.8 2.24 79.64 small
VJPN -4.47 1.18 58.94 large

Pacific (excluding Japan)

Y M Z
CPJ1 -17.75 9.88 55.25 large + medium

High Dividend

Y M Z
USDV -12.82 8.03 72.64 US
VHYL -16.90 6.18 34.12 World
UKDV -19.79 5.17 4.67 UK
IUKD -33.90 0.75 -10.08 UK
IDVY -37.91 -6.78 26.67 Europe

EDIT: Ill fill in the other stats when on desktop, it’s not fun on mobile.

2 Likes

Interested if anyone wants to show what they would/have picked. These are my core.

Y M Z
Gold SPGP:star2: 69.84 36.10 103.78 gold industry
US (Tech) IITU :star2: 17.46 10.76 165.10 technology
US EQQQ :star2: 15.72 14.15 141.51 100 large
World IWFM:star2: 4.28 8.93 107.62 upward trend
Pick one… Y M Z
US CSP1 :star: 1.23 10.48 101.19 500 large (acc)
US IUSA :star: -0.5 10.85 84.74 500 large (dist)
US VUSA :star: -0.53 10.91 84.61 500 large (dist)
Pick one… Y M Z
Robotics RBTX:star: -6.45 11.55 78.97 robotics
Robotics ROBG:star: -7.93 9.99 92.72 robotics
Poss both… Y M Z
Energy INRG:star: 3.97 6.47 40.89 clean energy
Water IH20:star: -0.72 5.68 72.08 water
Diversify… Y M Z
Japan ISJP -7.8 2.24 79.64 small
Pacific (ex-Japan) CPJ1 -17.75 9.88 55.25 large + medium
Europe XSX6 -12.31 4.17 53.73 nearly all
UK FTAL -19.57 4.85 43.34 all on LSE
7 Likes

Good post, Phil. Nice one for this. I had a reshuffle of my ETF allocation recently to take advantage of the low prices and ended up with a near carbon copy of what you listed above. Great minds think alike! :wink:

I chose INRG instead of IH20 as I see a huge potential for many of the companies it holds, RBTX over ROBG - curious to know which one you went for and why - a small FTAL position for diversification purposes, and instead of either Gold ETF I have 5-10% of my portfolio in AIM stocks, but am keeping a close eye on SPGP with a potential Gold bull market in the offing.

I don’t have either Robotics atm. Small amount in clean energy and water. I did have £100 on FTAL but no more.

My gold (was SGLN) is all sold and that’s all in sitting in GGP ready for Thursdays report. Worth getting that in your AIM list :wink:

Seems like great minds really DO think alike mate - can’t wait for Thursday! :money_mouth_face:

1 Like