6Mo·

I compared 4 ETFs that track the world's most famous index : MSCI World



  • Xtrackers TER of 0.19% + 0.01 transaction =0.2%
  • iShares with the TER 0.2% + 0% transaction = 2%
  • SPDR with the TER 0.12% + 0% transaction = 0.12%
  • Amundi with the TER 0.12% + 0.04 of transaction = 0.16%


Over 3 years they have returned

  • SPDR 39.42%
  • iShares 38.76%
  • Xtrackers 38.72%
  • Amundi 37.48%


The different costs can already be seen after only 3 years.


On paper the best looks like SPPW--what do you think ?

Compared to Amundi (the second cheapest) gained 2% over 3 years difference.


From 2019 the difference between the 2 increases by almost a 4% from 96.02% vs 92.69%


Another difference between the 2 is the mode of replication Sampling (Participations

1,449) vs Total Replication (Holdings 1,459).

I don't think 10 companies out of almost 1,500 make such a big difference in performance.


What do you think ?

6
2 Commentaires

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compare also fund volume. For a lower volume fund, you could lose on spread (tracking difference) when buying/selling.

I chose $IWDA after much deliberation given its high volume. In the long run, $SPPW could have higher volume as well and spread may not be an issue.
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