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DerDanner
@Therapeut
10Mo·

MSCI Factor ETF comparison

$IS3R (+0,62 %) Momentum 0.3TER

$IS3Q (+0,6 %) Quality 0.3TER

$IWVL (-0,62 %) Value 0.3TER

$IWDA (+0,47 %) 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 Commentaires
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GeldmitKopf@cashwithhead
10Mo
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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DerDanner@Therapeut
10Mo
@cashwithhead My stock selection is similar to Quality.
If you were to add an ETF, would it be an AllWorld or World?
I have the idea of letting it run until I retire.
Am I missing out on returns with the Allworld? Would Momentum be too much risk for that?
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GeldmitKopf@cashwithhead
10Mo
@Therapeut you have to ask yourself whether you think the EM has a future, if not then the World.
Then you have to ask yourself whether you want to have a filter and whether the trend should be driven or data-driven. The Momentum's biggest risk is if the trend grows quickly then it only lags behind. If the trend goes over a longer period of time it is the better factor
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Na D.@user24280df1bf3d4d22
10Mo
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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Gerit@Gerit
10Mo
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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DerDanner@Therapeut
10Mo
@Gerit Since I am very concentrated in quality stocks, would you prefer to invest in an Allworld or World?

I have the idea of mainly running an ETF later on to buy shares in certain situations.

With the Allworld, I am broadly positioned but would have less return than with the World? And the Quality/Momentum/Value would be better than the World. Mhmm😂
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PowerWordChill@PowerWordChill
10Mo
@Therapeut You can't know today whether you'll make less return with the Allword 😉.
Why don't you make a factor tilt?
50% Allworld / ACWI and fill up the rest with factor ETFs.
(Quality / Momentum / Value / Size)

OR buy $GERD right away 😅
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Gerit@Gerit
10Mo
@Therapeut if you invest in a very concentrated way and things are going reasonably well, you are constantly improving and can then somehow look back over 4-7 years with a decent performance, I see no benefit in an ETF.
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PowerWordChill@PowerWordChill
10Mo
Bitch please, these are Pokemon for me and I have them ALL! 😎
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Waldo@Waldo
10Mo
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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Schnoto@Schnoto
10Mo
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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DerDanner@Therapeut
10Mo
@Schnoto Is it running in your depot?
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Schnoto@Schnoto
10Mo
@Therapeut Has been in my portfolio since the beginning of February. The composition and "historical development" convinced me.
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DerMartin@DerMartin
10Mo
I would weight the top 3 equally and balance them with savings plans.
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Paketknecht@Paketknecht
10Mo
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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DerDanner@Therapeut
10Mo
@Paketknecht thanks ups
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DerDanner@Therapeut
10Mo
@Paketknecht just looked up the ISIN matches, looked it up at Ishares
IE00BP3QZB59
This is the Value, then the name at getquin is not correct.
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Paketknecht@Paketknecht
10Mo
@Therapeut That's all true, but the screenshot you have attached here is of the MSCI World Value, but there is no ETF of it. All the value factor ETFs track the Enhanced Value Index, which is a different index.
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SP@spellwan
10Mo
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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DerDanner@Therapeut
10Mo
@spelvan What don't you understand?
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SP@spellwan
10Mo
@Therapeut There are so many, and as I have noticed, differences. So far I have only invested in individual shares. I would now like to invest in ETFs.
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DerDanner@Therapeut
10Mo
@spelvan same, only have shares
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