We regularly update readers on ETF returns over shorter tie frames. Think first quarter of this year and 2023 returns.
But ETFs are long-term investments so we also want to check in on longer time frames. Ideally ten years, but there just weren’t that many listed a decade back, in fact only thirty.
But over five years we have a lot more listed data and soon solid returns and certainly five years is a decent investment period.
The list below is five year Compound Annual Growth Rate (CAGR). This gives a nice simple picture of the average return per year including dividends.
Top of the pile is tech and US which is no real surprise. Gold is also in the top 10, which would have been a surprise but we’ve seen gold running hard recently. Rhodium also sneaks in, but that more of the performance from years back, not so much the last year or two.
This is followed by world ETF, Europe and Japan. The latter two are a bit of a surprise, albeit Japan has done well the last year or so.
Top ETF investing locally is the Satrix Rafi*. This little known ETF really is a beaut using a light layer of fundamentals to determine holdings and works excellently.
Now shown below is Satrix Resi* at 11.3%, Sygnia Itrix at 9.6% and the Top40 ETFs at just around 9.4%.
On the loser side over the last five years, there are only three and all are local property. Satrix Property*, 10x Investments Property Income Fund* and 1nvest SA Property.
Top JSE listed ETFs 5 year CAGR
Simon Brown
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ETF blog
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.
