9Mon·

World Quality Aristocrats vs All others 🥊

I took a few interesting screenshots comparing $QDEV (+0.9%) with other popular indexes $IWDA (+0.34%) , $CSPX (+0.6%) , $FGEQ (+0.2%) and $VWRL (+0.46%)

It is about the annualized 10-year total return (price + dividends)

World Quality Aristocrats: ≈15%

MSCI World: ≈11%

S&P500: ≈13%

FTSE All-World: ≈10%

Fidelity: ≈11%

26 Comments

Tenbagger2024@Tenbagger2024

9Mon

What bothers me is the high Apple weighting.
But fortunately Tesla is not included.

•

TotallyLost@TotallyLost

9Mon

@Tenbagger2024 Fun fact: Tesla is NOT included in any ETF that tracks the quality factor, not even in any value ETF.

Believe me, I currently have over 9 different ETFs and actively managed funds where Tesla is included in the investment universe and not a single one is invested in Tesla. Not even in the momentum strategies. 😅

•

TotallyLost@TotallyLost

9Mon

I have just seen that my previous statement is not quite correct... thanks to the 3xGTAA from @Epi I have a 3x QQQ in my portfolio... thanks @Epi you have brought $TSLA into my portfolio.
And that 3x leveraged. 🖕😂🖕

•

Epi@Epi

9Mon

@TotallyLost Sorry! 🖕😁✌️

••

Mr. K@TechNav

9Mon

@Tenbagger2024 The Apple weighting displayed here at getquin is incorrect.

Apple is only weighted at 4.4% in the ETF, i.e. the 8th largest position.

https://www.ssga.com/fr/en_gb/intermediary/etfs/spdr-sp-developed-quality-aristocrats-ucits-etf-acc-qdev-gy

•

Deleted User

9Mon

Comment was deleted

BamBamInvest@BamBamInvest

9Mon

Should still be relatively small with 30 million, is there also a bigger brother of ishares ? 😁 How did you track the performance, it shouldn't have been around for long (2024)? Or is there an index that you used? (I haven't done much research now) 😁

•

Mr. K@TechNav

9Mon

@BamBamInvest The index was only recently launched (end of 2024). StateStreet's ETF is currently the only one that tracks it and is still relatively small.

The performance can be viewed retrospectively directly from the index provider S&P Global, not via the ETF.

•

BamBamInvest@BamBamInvest

9Mon

@TechNav thanks for the info, sounds exciting 👍.

••

TotallyLost@TotallyLost

9Mon

@Iwamoto I actually have puts at 200 and 100$ that expire at the end of 2026. 😁

•

View one more answer

TotallyLost@TotallyLost

9Mon

@TechNav can you explain briefly and concisely what criteria are used to select the companies... I'm too lazy to look up the methodology of the index right now. 😅

••

Mr. K@TechNav

9Mon

@TotallyLost they must have generated positive cash flow over 10 years.
Large FCF margin % and large ROIC %.

Explained simply here:
https://www.ssga.com/fr/en_gb/intermediary/insights/weekly-etf-brief-17-12-2024

•

Deleted User

9Mon

Comment was deleted

Stulle 🥪@Stullen-Portfolio

9Mon

@Iwamoto
I see it exactly the same way as you, dear Kate. ✅ Very interesting 🤜🏻🤛🏻 Or actually very, very, very interesting ✌️🤙
...I like concepts like this - you're quite right. Thank you so much for tagging me.

I'll take a closer look...also to see if it could become a building block in the Stullen portfolio 🤷🍀😎

Greetings
🥪

•

Deleted User

8Mon

Comment was deleted

Stulle 🥪@Stullen-Portfolio

6Mon

@Eurosammler
Yes, is part of the Stullen portfolio. 🚀⚜️

Greetings
🥪

••

Prometheus@Prometheus

9Mon

comparing the annualized return of a developed country with an All World makes no sense in my opinion.

Of course the ETF with 2000 fewer positions has a higher beta and you are simply rewarded for the higher risk.

••

Mr. K@TechNav

9Mon

@Thesaurus I have compared the popular ETFs that many here have in their portfolio (e.g. also SP500 which is not a world ETF).

If you like you can only look at $IWDA which has only developed countries and +1500 positions for comparison.

•

Deleted User

9Mon

Comment was deleted

Mr. K@TechNav

9Mon

@JasonMcMillen is 59.25% USA and the rest in developed countries from Europe or Japan, Israel, Hong Kong, Australia, etc. For me, that is enough regional diversification. An MSCI world ETF $IWDA has 71% USA. A world quality $IS3Q has 76% USA. Even the FTSE All world $VWRL has 3% more with 62.5% USA.

••

Deleted User

9Mon

Comment was deleted

Mr. K@TechNav

9Mon

@Iwamoto I have corrected 😜

••

Deleted User

9Mon

Comment was deleted

Mr. K@TechNav

9Mon

@Iwamoto I became aware of the index through news on the S&P website and then took a closer look at it. The methodology convinced me, and to be honest I am not bothered by State street's current low fund volume. I've been investing via DCA since January and completely liquidated my Nasdaq in February and reallocated into it. I then added a larger tranche during the 🍊crisis in April. This world and its US brother are now my largest positions. I am also convinced that they will increase in volume in the coming years.

••

Deleted User

9Mon

Comment was deleted

Mr. K@TechNav

9Mon

@Iwamoto I think it's a good decision. For two reasons: The US performs better in the long term (16.6% per year over the last 10 years) and I want to consciously keep my US exposure above 70%.

••

View all 2 further answers