8Lun·

MSCI Factor ETF comparison

$IS3R (+0,82 %) Momentum 0.3TER

$IS3Q (+1,03 %) Quality 0,3TER

$IWVL (+0,88 %) Value 0.3TER

$IWDA (+0,93 %) World 0.2 TER


According to MSCI, the Momentum and Quality ETFs perform better than the World ETF. The positions are smaller and more concentrated than in the World ETF.


A world option for you?

What do you think?


Since I don't own an ETF and otherwise hold quality stocks, I can well imagine a momentum ETF as an addition.

But I'm not sure whether I would choose one of the ETFs if I only had to bet on a single ETF.


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22 Comentarios

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If so, I would take the Quality. The momentum more or less always follows the trend, whereas the quality simply picks out good stocks that can bring promising performance
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Over a long time scale, no one factor applied to a market cap weighted index can beat the underlying market cap weighted index. If it did, the underlying index would eventually start to mimic that factor index. You can have outperformance in short run based on the valuations, economy conditions etc.

But nothing wrong in picking one or more factors you like and investing in them.
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This would also be interesting to observe in other market phases, not just in a zero interest rate bull run 😅

Edit: but thanks for the preparation! So much effort must be appreciated here 🙏🏻

What I have noticed so far over the past few years is that classic value investing simply works best over long periods of time.
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Bitch please, these are Pokemon for me and I have them ALL! 😎
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Whereas the quality index might perform better, the connected etfs usually have a much higher cost, resulting in lower overall gains, at least that was my analysis outcome early last year.

The momentum index I held for a while but as you can also see from the data, it's performance is not consistent. I struggle to understand how and when best to use it, so I sold.
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Take a look at $IQSD. It is a multi-factor ETF that has performed very well so far and is very suitable as a supplement.
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I would weight the top 3 equally and balance them with savings plans.
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You have made a mistake in the factsheets, the $IWVL does not track the MSCI World Value but the MSCI World Enhanced Value.
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I can't get my head around the differences between ETFs. Can anyone recommend me a book or channel on YT.
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