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Mo@BigMo

6Mês

A few reasons:

- less diversification
- TER 0.38 %
- Fund volume € 25.37 million (spread says hi)

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K@TechNav

6Mês

@BigMo Please, these are not convincing arguments...

- The diversification is sufficient in my opinion (both sectorally and geographically). The index has a strong performance and I personally prefer 100 selected stocks to 1500, but that is of course subjective.

- I find the TER of 0.35% (Getquin must correct here) reasonable as long as the return more than compensates for the additional costs, 12.6% instead of 7-8% (World) over the last 10 years.

- The fund volume is still 25 million, but the spread is irrelevant as I work with limit orders and set the NAV as the purchase price.

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Mo@BigMo

6Mês

@TechNav If the points are okay for you: fair 🙂

But:
In the current market phase, the ETF may outperform S&P 500 or MSCI World, but the history is simply too short to make a definitive statement here.
As recently as January, the performance was almost identical.

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K@TechNav

6Mês

@BigMo The history seems short if you only look at the SPDR ETFs. However, if you look directly at the index, for example on the S&P website, you will find a history of over 10 years. Although this is a retrospective, theoretical illustration, as the index did not yet exist at that time, I was nevertheless convinced by the index methodology behind it.

https://www.spglobal.com/spdji/en/indices/dividends-factors/sp-developed-quality-fcf-aristocrats-index/#overview

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K@TechNav

6Mês

@BigMo You might also be interested in the article 'A Historical Perspective on Factor Index Performance across Macroeconomic Cycles', see below.

https://www.spglobal.com/spdji/en/documents/education/education-a-historical-perspective-on-factor-index-performance-across-macroeconomic-cycles.pdf

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Mo@BigMo

6Mês

@TechNav Really very interesting, thank you!

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