If only I started investing in ETFs a year ago

I recently started looking around at the different ETF options available to me, there are so many that sometimes it can feel a bit overwhelming. EasyEquities houses a massive selection of (119) ETF’s, and so I wanted to know which would be the best for me to invest in, returns wise.

There are 65 US ETF’s and 54 South African ETF’s, from big names like Vanguard, SATRIX, Ishares and Coreshares. having a selection like that available is great (local is lekker, global is fantastic) but deciding on which is the best for you to invest in means weighing up different options to help you make the best choice. Along with the research you will find on our blog, I find it helpful to also look at factsheets.

A fact sheet provides you with all the information around an ETF. Exactly what the ETF holds (the companies in the ETF) the weighting of each of the companies. The performance of the ETF, whether it outperform its benchmark, what the performance has been since the ETF was launched, dividend information, the risk profile and the sector profile. The factsheet will provide you with all the information in order for you to understand EXACTLY what you are investing in. 

Below I've taken a look at the best performing based on their fact sheets (1 year returns) and have outlined some of my favourites. Looking at some of these returns, I find myself thinking “If only I invested a year ago” and you'll see why. 

 

Vanguard.jpg

Vanguard is an American investment management company with $4,4 Trillion under management and is the second largest ETF provider in the World, yes, the WORLD! John C. Bogle, widely regarded as the creator of the first Index Fund (ETF) and has been a proponent of and a major enabler of low-cost investing by individuals, basically, our kinda guy.

SATRIX_LOGO_WithTAGLINE.jpg

SATRIX are pioneers in the ETF space in South Africa and introduced the SATRIX TOP 40 in 2000. Currently, SATRIX manages 12 ETF’s, with a range of new ETF’s launched alone this year! Helena Conradie, CEO of SATRIX always say, #juststart.

ishares.jpg

Originating in 1993 with Morgan Stanley, iShares is the biggest family of ETF’s in the World. Managed by BlackRock, they are listed in London, American, New York, Hong Kong, Toronto, Australia and several European countries. iShares is the largest issuer of ETF’s in the USA and globally. 

Coreshares.jpg

One of South Africa’s leading passive investment managers, Coreshares is transforming the way people are going to save and invest in South Africa. Providing Access to our South African Market at lower fees, and offering ETFs with both global and local exposure. 

South African ETF Providers

ETF

Provider

1 Year Return

Fact Sheet Date

Satrix RESI ETF

Satrix

17,37%

2017-08-31

Satrix DIVI ETF

Satrix

15,10%

2017-08-31

Satrix RAFI 40 ETF

Satrix

14,49%

2017-08-31

Satrix FINI ETF

Satrix

11,54%

2017-08-31

CoreShares Top50 ETF

CoreShares 

11,20%

2017-08-31

Satrix 40 ETF

Satrix

10,44%

2017-08-31

CoreShares PropTrax Ten ETF

CoreShares 

9,20%

2017-08-31

Cloud Atlas AMI BIG 50 ex-SA ETF

Cloud Atlas

9,09%

2017-08-31

CoreShares PropTrax SAPY ETF

CoreShares

9,00%

2017-08-31

Satrix INDI ETF

Satrix

8,27%

2017-08-31

 

 

   

United States of America ETF Providers

ETF

Provider

1 Year Return

Fact Sheet Date

Ishares Global Tech ETF

Ishares - Blackrock

35,69%

2017-06-30

Ishares MSCI South Korea Capped ETF

Ishares - Blackrock

31,89%

2017-06-30

Ishares MSCI China ETF

Ishares - Blackrock

31,37%

2017-06-30

Ishares MSCI Germany ETF

Ishares - Blackrock

28,43%

2017-06-30

Ishares MSCI Eurozone ETF

Ishares - Blackrock

28,00%

2017-06-30

Ishares MSCI Emerg Mrkt Asia ETF

Ishares - Blackrock

27,17%

2017-06-30

Ishares MSCI All Country Asia ex Japan ETF

Ishares - Blackrock

25,86%

2017-06-30

iShares Core MSCI Emerging Markets ETF

Ishares - Blackrock

22,89%

2017-06-30

Vanguard S&P 500 ETF

Vanguard

17,86%

2017-06-30

Vanguard Ftse Emerging Market ETF

Vanguard

18,91%

2017-06-30

 

 

Find out more about ETFs here

Any opinions, news, research, reports, analyses, prices, or other information contained within this research is provided by an employee of EasyEquities an authorised FSP (FSP no 22588) as general market commentary and does not constitute investment advice for the purposes of the Financial Advisory and Intermediary Services Act, 2002. First World Trader (Pty) Ltd t/a EasyEquities (“EasyEquities”) does not warrant the correctness, accuracy, timeliness, reliability or completeness of any information (i) contained within this research and (ii) received from third party data providers. You must rely solely upon your own judgment in all aspects of your investment and/or trading decisions and all investments and/or trades are made at your own risk. EasyEquities (including any of their employees) will not accept any liability for any direct or indirect loss or damage, including without limitation, any loss of profit, which may arise directly or indirectly from use of or reliance on the market commentary. The content contained within is subject to change at any time without notice.

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