2D·

World Quality Aristocrats vs All others 🥊

I took a few interesting screenshots comparing $QDEV (+0,46 %) with other popular indexes $IWDA (+0,38 %) , $CSPX (+0,43 %) , $FGEQ (+0,16 %) and $VWRL (+0,5 %)

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%

27 Comentarios

Tenbagger2024@Tenbagger2024

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

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Ver todas las 10 respuestas adicionales

Kate🦋@Iwamoto

Thank you :)

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K@TechNav

@Iwamoto I have corrected 😜

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Kate🦋@Iwamoto

@TechNav Me too 🤪

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Kate🦋@Iwamoto

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

@TechNav How did you actually find this ETF?

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K@TechNav

@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

17H

@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

16H

@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

@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

@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

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

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Stulle 🥪@Stullen-Portfolio

@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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Thesaurus@Thesaurus

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

@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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Jason M.@JasonMcMillen

@TechNav is practically not a global ETF, but Meta, for example, generates more turnover worldwide than within America. Microsoft is also such a candidate. It is also questionable whether, in the event of a crash within America, Europe would be better advised despite the scarcity of resources and socialist policies. But everyone has to know for themselves, or even EM. Many All Worlds are 60% American, i.e. overweighted anyway, while some MAG7s are practically more globally active.

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K@TechNav

@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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