What is the most successful ETF launch?
The JPMorgan Equity Premium Income ETF has been one of the most successful ETFs ever, attracting more than $33 billion in inflows since its May 2020 launch, according to data from VettaFi. "Issuers that have been aggressive in cutting fees or offering low-fee active ETFs have also won market share," Armour said.
In January 2024, the Securities and Exchange Commission (SEC) approved several spot Bitcoin exchange-traded funds (ETFs) for trading in a landmark ruling. The ETFs have been the most successful launch in history, amassing over $10 billion in net inflows since launch.
- Simplify Interest Rate Hedge ETF (PFIX)
- VanEck Semiconductor ETF (SMH)
- Amplify U.S. Alternative Harvest ETF (MJUS)
- AdvisorShares Pure U.S. Cannabis ETF (MSOS)
- YieldMax NVDA Option Income Strategy ETF (NVDY)
- ProShares Bitcoin Strategy ETF (BITO)
- Grayscale Bitcoin Trust (GBTC)
| Symbol | Name | 10 Year Total Returns (As of March 31, 2024) |
|---|---|---|
| PSI | Invesco Semiconductors ETF | 765.02% |
| XSD | SPDR® S&P Semiconductor ETF | 610.79% |
| XLK | Technology Select Sector SPDR® ETF | 554.92% |
| IYW | iShares US Technology ETF | 542.45% |
| FUND(TICKER) | EXPENSE RATIO | 10-YEAR RETURN AS OF APRIL 1 |
|---|---|---|
| Vanguard Growth ETF (VUG) | 0.04% | 15.07% |
| iShares Russell 1000 Growth ETF (IWF) | 0.19% | 15.78% |
| iShares S&P 500 Growth ETF (IVW) | 0.18% | 14.34% |
| Schwab U.S. Large-Cap Growth ETF (SCHG) | 0.04% | 15.95% |
| Symbol | Vol * Price | Price |
|---|---|---|
| QQQ D | 19.951 B USD | 418.82 USD |
| IWM D | 6.154 B USD | 195.30 USD |
| TQQQ D | 3.606 B USD | 50.92 USD |
| HYG D | 3.115 B USD | 76.40 USD |
| Fund (ticker) | YTD performance | Expense ratio |
|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 10.4 percent | 0.03 percent |
| SPDR S&P 500 ETF Trust (SPY) | 10.4 percent | 0.095 percent |
| iShares Core S&P 500 ETF (IVV) | 10.4 percent | 0.03 percent |
| Invesco QQQ Trust (QQQ) | 8.6 percent | 0.20 percent |
| ETF | Assets Under Management | Expense Ratio |
|---|---|---|
| Vanguard Information Technology ETF (VGT) | $70 billion | 0.10% |
| VanEck Semiconductor ETF (SMH) | $16.3 billion | 0.35% |
| Invesco S&P MidCap Momentum ETF (XMMO) | $1.6 billion | 0.34% |
| SPDR S&P Homebuilders ETF (XHB) | $1.8 billion | 0.35% |
In contrast, the riskiest ETF in the Morningstar database, ProShares Ultra VIX Short-term Futures Fund (UVXY), has a three-year standard deviation of 132.9. The fund, of course, doesn't invest in stocks. It invests in volatility itself, as measured by the so-called Fear Index: The short-term CBOE VIX index.
The largest Aggressive ETF is the iShares Core Aggressive Allocation ETF AOA with $1.80B in assets. In the last trailing year, the best-performing Aggressive ETF was AOA at 12.08%. The most recent ETF launched in the Aggressive space was the iShares ESG Aware Aggressive Allocation ETF EAOA on 06/12/20.
What are the most promising ETFs for 2024?
| Ticker | Fund name | 5-year return |
|---|---|---|
| SOXX | iShares Semiconductor ETF | 30.70% |
| XLK | Technology Select Sector SPDR Fund | 24.57% |
| IYW | iShares U.S. Technology ETF | 24.09% |
| FTEC | Fidelity MSCI Information Technology Index ETF | 22.79% |
| Name | Ticker | 10-year annualized return |
|---|---|---|
| Invesco QQQ Trust | (QQQ) | 18.07% |
| iShares Russell Top 200 Growth | (IWY) | 16.80 |
| Schwab US Large-Cap Growth | (SCHG) | 15.63 |
| Vanguard Mega Cap Growth | (MGK) | 15.57 |
- The 10 Best ETFs of April 2024.
- Vanguard Total International Stock ETF (VXUS)
- Schwab U.S. Dividend Equity ETF (SCHD)
- Invesco S&P 500 GARP ETF (SPGP)
- Schwab Fundamental International Large Company Index ETF (FNDF)
- Vanguard Mid Cap Growth ETF (VOT)
- Vanguard Intermediate-Term Corporate Bond ETF (VCIT)
Vanguard S&P 500 ETF holds a Zacks ETF Rank of 2 (Buy), which is based on expected asset class return, expense ratio, and momentum, among other factors. Because of this, VOO is a great option for investors seeking exposure to the Style Box - Large Cap Blend segment of the market.
Experts agree that for most personal investors, a portfolio comprising 5 to 10 ETFs is perfect in terms of diversification.
Performance Comparison of QQQ vs. VONG. The total return performance including dividends is crucial to consider when analyzing different investment funds. As of 1/15/2024, QQQ has a one year annualized return of 35.01%, while VONG has a five year annualized return of 42.63%.
Mutual funds and ETFs may hold stocks, bonds, or commodities. Both can track indexes, but ETFs tend to be more cost-effective and liquid since they trade on exchanges like shares of stock. Mutual funds can offer active management and greater regulatory oversight at a higher cost and only allow transactions once daily.
| ETF | Price | Average Volume |
|---|---|---|
| SPY SPDR S&P 500 ETF Trust | $495.16 | 73.29M |
| QQQ Invesco QQQ Trust | $414.65 | 45.56M |
| VOO Vanguard S&P 500 ETF | $455.10 | 5.50M |
| IWM iShares Russell 2000 ETF | $193.14 | 37.68M |
Market risk
The single biggest risk in ETFs is market risk. Like a mutual fund or a closed-end fund, ETFs are only an investment vehicle—a wrapper for their underlying investment. So if you buy an S&P 500 ETF and the S&P 500 goes down 50%, nothing about how cheap, tax efficient, or transparent an ETF is will help you.
| Symbol Symbol | ETF Name ETF Name | % In Top 10 % In Top 10 |
|---|---|---|
| AOA | iShares Core Aggressive Allocation ETF | 99.99% |
| AOM | iShares Core Moderate Allocation ETF | 100.01% |
| NTSX | WisdomTree U.S. Efficient Core Fund | 38.29% |
| ACIO | Aptus Collared Investment Opportunity ETF | 35.70% |
Who sells the most ETFs?
One metric that investors often look to is trailing one-month performance. The top ETFs for equities, bonds, fixed income, commodities, and currencies for April 2024 based on this metric include CRPT, FCVT, EMHY, DBA, and UUP.
| Ticker | Name | Annual dividend yield |
|---|---|---|
| RDIV | Invesco S&P Ultra Dividend Revenue ETF | 4.87% |
| SPYD | SPDR Portfolio S&P 500 High Dividend ETF | 4.49% |
| FDL | First Trust Morningstar Dividend Leaders Index Fund | 4.36% |
| DJD | Invesco Dow Jones Industrial Average Dividend ETF | 4.25% |
You expose your portfolio to much higher risk with sector ETFs, so you should use them sparingly, but investing 5% to 10% of your total portfolio assets may be appropriate. If you want to be highly conservative, don't use these at all.
Theoretically, for exotic ETFs, yes — but as a practical matter highly unlikely. And for broad market ETFs that track something like the S&P 500 Index the probability of going to zero is, well, about zero. Every stock in the index would have to go to zero.
