Top JSE listed Exchange Traded Funds (ETFs) so far in 2021.
Some disclaimers right upfront to avoid the emails;
- Excludes dividends
- ETFs often have bad closing prices which can impact the numbers
- Some ETFs following the same index have different returns. This is because;
- Different total expense ratios (TER)
- Data as mentioned above
- Total return
- Other (ya I know, this is not a scientific data set)
As a benchmark, the Satrix40 has done 21.5%, but overall this was a great year to be invested.
The top ETF was the ETF5IT which has always been our preferred tech ETF. Click on the ETF code for a detailed article on the ETF mentioned.
|ETF name||ETF code||YTD return|
|1nvest S&P500 IT ETF||ETF5IT||+38.0%|
|Satrix Nasdaq 100||STXNDQ||+37.6%|
|Satrix S&P 500 Feeder||STX500||+34.0%|
|1nvest S&P500 ETF||ETF500||+33.9%|
|CoreShares Global Prop||GLPROP||+33.7%|
|Sygnia Itrix Gbl Pro ETF||SYGP||+32.7%|
|Satrix RAFI 40 Portfolio||STXRAF||+32.7%|
|Sygnia Itrix S&P 500 ETF||SYG500||+32.0%|
|CoreShares S&P 500||CSP500||+31.3%|
|Sygnia Itrix MSCI US||SYGUS||+30.8%|
|1nvest Global REIT ETF||ETFGRE||+28.9%|
|Satrix MSCI World ESG ETF||STXESG||+27.7%|
|Satrix MSCI World Feeder||STXWDM||+27.2%|
* Data all year-to-date 7 December 2021.
At Just One Lap, we are big fans of passive investment using ETFs. In this weekly blog, we discuss ETFs on the local market and the factors you need to consider when choosing an ETF. If you have wondered how one ETF differs from another, this is where you can find out. We explain which index each ETF tracks, what type of portfolio could benefit from holding each ETF, and how the costs will affect your bottom line.