TOP 5 ETFs - für den ETF-Sparplan? - YouTube

So far I have published 28 ETF analyzes on this channel. Every ETF has received a star rating

and today we want to see which 5 ETFs actually did the best

in my ranking . Have fun with the video!

Many thanks to Jan Engelmann, AG, Leon Späth, Fabian Marquardt, Dominik Dörr and Martin

Klemer for your support as channel members. If you too would like to find out what advantages

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button below the video .

So that it is clear by which standards we rate the individual ETFs, here is a brief

refresher. We look at all ETFs under the following criteria:

Portfolio (i.e. which stocks are included in the ETF, country distribution, industry distribution

and the financially most important key figures of the largest companies in the ETF)

Product criteria (what is the total expense ratio , type of distribution, replication method, etc.)

Performance ( How did the ETF perform in comparison to other ETFs over the longest possible

period of time) Forecast (What forecasts are there in the market

for the relevant sector, or how do I assess the way the index acts

. In other words: How future-proof is it ETF under subjective standards?)

In each of these categories, I have given the companies stars based on my research.

Each ETF can receive between 1 and 5 stars in the respective category. At the end

there is an average value. Of course, this has the appearance of an objective analysis,

but of course it is essentially not. For example, you may assess the replication method

or type of distribution of an ETF differently than we do, or assess the future of

individual industries and countries as more positive or negative.

All the ETF and ETF analyzes mentioned can be found linked in the video description or

at the top of the I in the video. In fifth place is the iShares MSCI World Small

Cap ETF, which is in principle in every well-diversified portfolio. The advantage

of this ETF is that it contains more than 3,400 stocks, all of which have a small market capitalization

, which means that they are still very small companies that, in theory

, should offer greater growth potential than large large caps. Due to

the low market capitalization (price of the share multiplied by the number of

shares issued), they are not included in the classic MSCI World ETFs and

thus contribute to the fact that your portfolio is even more diversified and the risk is

broadly spread over the 3400 shares is. If a company from this ETF goes down the drain,

it usually plays a minor role in the ETF. In principle, this ETF also represents

part of factor investing, which I explained to you in this video here,

linked to the I and in the video description. In

the past few decades, the so-called small size premium has

generated an excess return in most periods compared

to the globally diversified benchmark, which means that the small size factor brings

with it a broader diversification of your portfolio on the one hand, and a slightly better

return for decades on the other . With a relatively low total

expense ratio and this historically very good long-term performance, this ETF landed at 4.125 stars in this ranking . The Xtrackers MSCI World Information Technology ETF is in

fourth place, making it the only industry ETF in this ranking.

Therefore, although he received the same number of points on average as places

3 and 2, he only comes in fourth place. Sector bets always involve the risk that there is a risk of

sector rotations in the market, that a sector underperforms for a long time and that

certain sectors are subject to strong hype and weak phases. As can be seen, for example, from the example of

a clean energy or hydrogen ETF. On the other hand, the information

technology - IT sector is so huge and it offers so many sub-sectors, such as the

semiconductor sector, various cloud software as a service providers, that the sub -sectors

within the IT sector are already so gigantic that it is unlikely that the

entire IT sector could become irrelevant in the 21st century. Since I created the video about

this ETF, almost a year ago, the ETF has even become cheaper

and is now only at a total expense ratio of 0.25%. In total, the largest

190 IT companies in the world are included here, including Apple, Microsoft and Co. But also

semiconductor suppliers like ASML, actually also Infineon, which is not even included in the semiconductor

ETF, and LAM Research, payment processors like Square and cyber security companies

like Palantir. The ETF comes here to 4.25 stars.

Third place in this ranking is taken by the Vanguard FTSE All-World UCITS ETF,

the classic ETF that many are the only ETF to display in their portfolios. The reason for this:

The ETF is invested worldwide, in both industrialized and emerging countries. The

two places 4 and 5, for example, are invariably invested in industrial nations.

Normally, a certain emerging market share belongs in every balanced, globally diversified

portfolio. Unfortunately, there is no Emerging Markets ETF in this top 5 ranking, but

the Vanguard FTSE All World has the advantage that you only need a very affordable ETF

with a total cost of 0.22% to cover the largest more than 3,500 companies in the world

map. China, as the largest emerging country, is automatically included here with around 5%

. The disadvantage, if it exists at all, with this ETF is that you have to be satisfied

with the share of emerging markets in this market capitalization-weighted ETF

, or you add an

emerging markets ETF to your portfolio, but this will likely result in a combination

more sense with an MSCI World ETF. The ETF comes in the ranking, due to the simple investment opportunity

in almost the entire world, on 4.25 stars. In second place we have the iShares Edge MSCI

World Momentum Factor ETF, which is also a factor investment and also

only invests in industrialized nations worldwide. The ETF is based on the theory that companies that

have performed well for a few months will continue to

do well. The ETF contains more than 350 stocks that have recently performed well

. If the companies achieve poor price gains or none at all over a certain period of time

, they are automatically removed from the ETF again. It is important to know that

this ETF does of course excellently in bull markets like in recent years.

In bad market phases, or especially in the event of a sudden reversal or a crash,

the ETF may initially suffer more than a more widely diversified MSCI World ETF.

In other words, the downturn in a momentum ETF can be tough. Nevertheless,

based on the rule, this ETF would of course

switch companies when rebalancing and only keep the stocks that have recently performed well.

This factor suggests the classic, MSCI World benchmark diversified regularly in recent

decades, so we believe that here also speak of Factor investing. The ETF has

4.25 stars in the ranking. Now we come to number 1 of the almost 30 ETFs that

I have already analyzed on this channel.

In first place, very slightly ahead, is actually the iShares Edge MSCI World Quality Factor

ETF. The ETF also invests in industrialized nations and also represents an investment

factor, namely an investment in the quality factor. This includes stocks with a high

return on equity, low leverage, and stable earnings growth.

This factor has also consistently achieved excess returns in the past. Although the ETF received

fewer stars than the Momentum Factor

ETF, for example, the stable portfolio with stable key figures convinced me. The focus

on return on equity and the other two factors earned the ETF

5 stars in the portfolio category , which put it at the top of this ranking.

How do we rate this ranking and what does it mean that the iShares Quality Factor ETF is in first place.