2Settimana·

New SPDR Aristocrats Sp500 and WORLD

$QUS5 (-0,17%)

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What do you think? 

SPDR has recently created an ETF on the "S&P 500 Quality FCF Aristocrats" index, therefore factorial, with an annualized return of 16.56% (TR) over the last 10 years. ETF of two months and small, 6 million. (a normal S&P500 13.49%) It invests in stocks with positive and growing free cash flow which therefore suffer less from economic macrocycles and are in less cyclical sectors. Furthermore, having the constraint of 60% maximum for each nation exposes you less to the U.S. trend. While for U.S. stocks it takes them with the criteria indicated above and not by capitalization outperforming the normal S&P 500. The ETF that I linked above is in fact the same version, but limited to the U.S. and if you look at the graphs it outperforms the S&P 500 by a lot tr


FCF indicates with positive and growing cash flow over the last 5 years.


ISIN: IE000FJJZA01


There is also the world version


IE000IISJT64

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1 Commento

immagine del profilo
Index strategy sounds good, but whenever an ETF dedicates 50% or more of its allocation to its top 10 positions, I feel like I might as well use it as a shopping list for single stocks rather than paying fees for the ETF. And guess what, the result is pretty similar to my current stock portfolio anyway :)
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