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First of all let's understand exactly what ETF’s are. Exchange-Traded Funds (ETFs) are investment vehicles traded on stock exchanges like individual stocks. Unlike mutual funds, they can be bought and sold throughout the trading day at market-determined prices.
These funds hold assets such as stocks, bonds, or commodities, offering investors an opportunity to diversify their portfolios by investing in a broad market sector or index without needing to purchase each individual asset.
ETF trading involves the buying and selling of these funds, providing a flexible and accessible investment strategy. The popularity of ETFs stems from their potential to diversify portfolios, mitigate risk, and enhance returns.
The iShares STOXX Europe 600 UCITS ETF (DE), ticker: EXSA.
This ETF has a fund size of € 6,163 million and an expense ratio of 0.20% p.a.
The top 10 holdings sup up to 20.73% of the fund and they include:
It's distributed across various countries and sectors, with the United Kingdom holding the most at 21.91% and financials being the largest sector at 14.47%.
Its performance over the last year was +16.08%, with a 3 year return of +36.07%. The current dividend yield is 2.72%, and it has a 1-year volatility rate of 14.41%.
The iShares S&P 500 UCITS ETF (Acc) is a significant fund with a fund size of € 41,070 million. The fund, known by its ticker CSSPX, tracks the performance of the S&P 500 and has a low total expense ratio of 0.07% per annum. The fund's annual volatility is 20.88%, and the top 10 holdings account for approximately 28% of the ETF's total assets. Some of the holdings are listed below:
The ETF's structure is an Open ended Investment Company (OEIC) and complies with UCITS.
The ETF provides details of its returns, dividends, and risk assessment over various timeframes, offering a comprehensive overview for potential investors.
iShares Nasdaq 100 UCITS ETF (Acc) with ticker CNDX aims to track the performance of the Nasdaq 100 Index. It holds 103 securities, It has a total expense ratio of 0.33% and a fund size of $ 26,853 million.
The top 10 holdings which make up 56.68% of the fund, include tech giants:
The fund is heavily invested in the United States, it has shown strong performance, with year-to-date returns of 13.76%, and has a current dividend yield of 0.37%.
Its risk overview shows a 1-year volatility of 26.60%.
The iShares Core MSCI Emerging Markets IMI UCITS ETF is a large exchange-traded fund with a fund size of €12,669 million. This fund primarily targets emerging markets and is characterized by a relatively low total expense ratio of 0.18%. The top ten holdings of this ETF include:
This ETF is exposed to various sectors, with the highest exposure in Information Technology, Financials, and Consumer Discretionary. The fund has delivered solid performance over the past years, with a 1-year return of 7.67% and a 3-year return of 27.78%. Despite its focus on emerging markets, it has managed its risks reasonably well, with a 1-year volatility of 17.79% and a 3-year volatility of 19.72%.
The iShares Core MSCI World UCITS ETF USD (Acc) is a very large ETF that seeks to track the MSCI World index, which includes stocks from 23 developed countries. Launched in 2009 and domiciled in Ireland, the ETF has €49,099 million in assets under management and a total expense ratio of 0.20% per annum. The dividends are reinvested in the ETF. Top holdings include:
Constituting 17.80% of the 1,511 total holdings. The ETF is heavily weighted toward the United States (64.72%) and the Technology sector (21.82%). It has shown a steady performance with a year-to-date return of 11.26%. The ETF has a one-year volatility of 17.44%, indicating a moderate level of risk.
Conclusion:
To sum it up, MEXEM has given you the rundown on what ETFs are all about, highlighting their key advantages, and picked 5 top-notch ETFs that can improve any stock portfolio.
If you're interested in making these ETFs part of your investment future, just hit the 'open account' button below and get started. Your journey towards a diversified and robust financial portfolio is just a click away. Start today!
The information on mexem.com is for general informational purposes only. It should not be regarded as investment advice. Investing in stocks involves risk. A stock's past performance is not a reliable indicator of its future performance. Always consult a financial advisor or trusted sources before making any investment decisions
All investments involve risks, including the possible loss of capital.
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