Thread by @StuSim, I looked at 1559 ETFs from 2015 - 2019. Surprisingly only the [...]

Stuart Sim

StuSim

I looked at 1559 ETFs from 2015 - 2019. Surprisingly only the following amount outperformed the $SPY in a given year:

2015: 295, 19%
2016: 405, 26%
2017: 780, 50%
2018: 633, 41%
2019: 265, 17%

Only 10 outperformed in each of the 5 years.

Here is a thread of those

$PSJ - Invesco Dynamic Software ETF
Expense Ratio: 0.58%
31 Holdings
Largest Holding = $SNAP at 5.91%

$VGT - Vanguard Information Technology ETF
Expense Ratio: 0.10%
327 Holdings
Largest Holding = $AAPL at 21.78%

$IGM- iShares Expanded Tech Sector ETF
Expense Ratio: 0.46%
296 Holdings
Largest Holding = $MSFT at 8.44%

$UCC- ProShares Ultra Consumer Services
Expense Ratio: 0.95%
133 Holdings
Largest Holding = $AMZN at 28.59%

*This is a 2x daily leveraged ETF

$FTEC- Fidelity MSCI Information Technology Index ETF
Expense Ratio: 0.08%
312 Holdings
Largest Holding = $AAPL at 21.76%

$XLK- Technology Select Sector SPDR Fund
Expense Ratio: 0.13%
73 Holdings
Largest Holding = $AAPL at 23.59%

$IHI- iShares U.S. Medical Devices ETF
Expense Ratio: 0.43%
64 Holdings
Largest Holding = $ABT at 13.97%

$IYW- iShares U.S. Technology ETF
Expense Ratio: 0.42%
158 Holdings
Largest Holding = $AAPL at 20.26%

$RYT- Invesco S&P 500 Equal Weight Technology ETF
Expense Ratio: 0.40%
73 Holdings
Largest Holding = $LRCX at 1.54%

$XSW- SPDR S&P Software & Services ETF
Expense Ratio: 0.35%
170 Holdings
Largest Holding = $AVYA at 0.81%

If you liked this thread, I write a weekly email on Tech ETFs at

https://finlister.substack.com/

and will be releasing an ETF screening tool shortly.

FinLister

Weekly ETF Recap: Mostly Data, some notes

https://finlister.substack.com/

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