3Mon·

World Quality Aristocrats vs All others 🥊

I took a few interesting screenshots comparing $QDEV (-0.32%) with other popular indexes $IWDA (+0.33%) , $CSPX (+0.34%) , $FGEQ (+0.12%) and $VWRL (+0.43%)

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%

29 Comments

Tenbagger2024@Tenbagger2024

3Mon

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

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View all 10 further answers

Kate🦋@Iwamoto

3Mon

Thank you :)

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K@TechNav

3Mon

@Iwamoto I have corrected 😜

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Kate🦋@Iwamoto

3Mon

@TechNav Me too 🤪

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Kate🦋@Iwamoto

3Mon

Since its launch, it has even beaten my $EQQQ. 😮 (of course, this is too short a period to consider)

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Kate🦋@Iwamoto

3Mon

@TechNav How did you actually find this ETF?

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K@TechNav

3Mon

@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.

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Kate🦋@Iwamoto

3Mon

@TechNav I'm thinking about adding it to my portfolio. There are overlaps again, but I like the approach very much. May I ask why you took both and not just the global one?

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K@TechNav

3Mon

@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%.

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TotallyLost@TotallyLost

3Mon

@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. 😅

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K@TechNav

3Mon

@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

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Kate🦋@Iwamoto

3Mon

@Stullen-Portfolio A very interesting ETF, in my opinion. What is your opinion?

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Stulle 🥪@Stullen-Portfolio

3Mon

@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
🥪

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Wolf@Eurosammler

2Mon

@Stullen-Portfolio So, did you buy :-)?

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Stulle 🥪@Stullen-Portfolio

3Wk

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

Greetings
🥪

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Thesaurus@Thesaurus

3Mon

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.

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K@TechNav

3Mon

@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.

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Deleted User

3Mon

Comment was deleted

K@TechNav

3Mon

@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.

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