Which ETF has the highest return in last 10 years?
Morningstar Direct ranked the funds in terms of their 10-year annualized returns, as measured on a specific date (as opposed to the end of the month) — in this case, Oct. 19, 2023. No. 1 on the list is the ProFunds Semiconductor UltraSector Fund, which yielded 29.21% over the past decade.
| Ticker | ETF Name |
---|---|---|
1 | GBTC | Grayscale Bitcoin Trust |
2 | SMH | VanEck Semiconductors ETF |
3 | XLK | Technology Select Sector SPDR Fund |
4 | IXN | iShares Global Tech ETF |
Symbol | Name | 5-Year Return |
---|---|---|
QQQ | Invesco QQQ Trust Series I | 18.25% |
IGM | iShares Expanded Tech Sector ETF | 18.06% |
IWY | iShares Russell Top 200 Growth ETF | 17.93% |
SCHG | Schwab U.S. Large-Cap Growth ETF | 17.29% |
Morningstar Direct ranked the funds in terms of their 10-year annualized returns, as measured on a specific date (as opposed to the end of the month) — in this case, Oct. 19, 2023. No. 1 on the list is the ProFunds Semiconductor UltraSector Fund, which yielded 29.21% over the past decade.
Symbol | Name | 3-Year Return |
---|---|---|
NRGU | MicroSectors U.S. Big Oil Index 3X Leveraged ETN | 75.78% |
ERX | Direxion Daily Energy Bull 2X Shares | 52.21% |
DIG | ProShares Ultra Energy | 51.16% |
GUSH | Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 2X Shares | 40.85% |
Name | Ticker | 10-year annualized return |
---|---|---|
Invesco QQQ Trust | (QQQ) | 18.07% |
iShares Russell Top 200 Growth | (IWY) | 16.80 |
Schwab US Large-Cap Growth | (SCHG) | 15.63 |
Vanguard Mega Cap Growth | (MGK) | 15.57 |
ETF | Assets Under Management | Expense Ratio |
---|---|---|
Invesco QQQ Trust (QQQ) | $254 billion | 0.20% |
Vanguard Information Technology ETF (VGT) | $70 billion | 0.10% |
VanEck Semiconductor ETF (SMH) | $16.3 billion | 0.35% |
Invesco S&P MidCap Momentum ETF (XMMO) | $1.6 billion | 0.34% |
Symbol | Name | Dividend Yield |
---|---|---|
SDIV | Global X SuperDividend ETF | 12.02% |
QYLD | Global X NASDAQ 100 Covered Call ETF | 11.98% |
BTF | Valkyrie Bitcoin and Ether Strategy ETF | 11.92% |
FTQI | First Trust Nasdaq BuyWrite Income ETF | 11.89% |
MarketWatch spotlights VanEck Morningstar Wide Moat ETF (MOAT), consistently outperforming the S&P 500 by targeting companies with long-term competitive advantages or "economic moats."
Ticker | Fund name | 5-year return |
---|---|---|
SMH | VanEck Semiconductor ETF | 35.02% |
SOXX | iShares Semiconductor ETF | 30.70% |
XLK | Technology Select Sector SPDR Fund | 24.57% |
IYW | iShares U.S. Technology ETF | 24.09% |
What return doubles your money in 10 years?
Adjusted for inflation, it still comes to an annual return of around 7% to 8%. If you earn 7%, your money will double in a little over 10 years.
- High-yield savings accounts.
- Money market funds.
- Short-term certificates of deposit.
- Series I savings bonds.
- Treasury bills, notes, bonds and TIPS.
- Corporate bonds.
- Dividend-paying stocks.
- Preferred stocks.
- High-End Art (on Masterworks) Experts love this unexpected investment for 2024. ...
- Invest in the Private Credit Market. ...
- Gold IRAs. ...
- Paying Down High-Interest Loans. ...
- Stock Market Investing via Index Funds. ...
- Stock Picking. ...
- Junk Bonds. ...
- Buy an Existing Business.
Fund (ticker) | YTD performance | Expense ratio |
---|---|---|
Vanguard S&P 500 ETF (VOO) | 10.4 percent | 0.03 percent |
SPDR S&P 500 ETF Trust (SPY) | 10.4 percent | 0.095 percent |
iShares Core S&P 500 ETF (IVV) | 10.4 percent | 0.03 percent |
Invesco QQQ Trust (QQQ) | 8.6 percent | 0.20 percent |
What do analysts say about VOO? VOO's analyst rating consensus is a Moderate Buy. This is based on the ratings of 505 Wall Streets Analysts.
Experts agree that for most personal investors, a portfolio comprising 5 to 10 ETFs is perfect in terms of diversification.
For most ETFs, selling after less than a year is taxed as a short-term capital gain. ETFs held for longer than a year are taxed as long-term gains. If you sell an ETF, and buy the same (or a substantially similar) ETF after less than 30 days, you may be subject to the wash sale rule.
Nearly all leveraged ETFs come with a prominent warning in their prospectus: they are not designed for long-term holding. The combination of leverage, market volatility, and an unfavorable sequence of returns can lead to disastrous outcomes.
"A newer investor with a modest portfolio may like the ease at which to acquire ETFs (trades like an equity) and the low-cost aspect of the investment. ETFs can provide an easy way to be diversified and as such, the investor may want to have 75% or more of the portfolio in ETFs."
Ticker | Name | Annual dividend yield |
---|---|---|
RDIV | Invesco S&P Ultra Dividend Revenue ETF | 4.87% |
SPYD | SPDR Portfolio S&P 500 High Dividend ETF | 4.49% |
FDL | First Trust Morningstar Dividend Leaders Index Fund | 4.36% |
DJD | Invesco Dow Jones Industrial Average Dividend ETF | 4.25% |
What's the most popular ETF?
Ticker | Fund | AUM |
---|---|---|
SPY | SPDR S&P 500 ETF Trust | $363.23B |
IVV | iShares Core S&P 500 ETF | $300.18B |
VTI | Vanguard Total Stock Market ETF | $288.78B |
VOO | Vanguard S&P 500 ETF | $286.59B |
Actively managed ETF | Expense Ratio | One-year Performance* |
---|---|---|
Blackrock Large Cap Value ETF (BLCV) | 0.55% | 27.8%** |
Fidelity Magellan ETF (FMAG) | 0.59% | 40.5% |
Invesco Active U.S. Real Estate Fund (PSR) | 0.35% | 3.6% |
JPMorgan Equity Premium Income ETF (JEPI) | 0.35% | 14.9% |
Here are some examples of 10-year Treasury ETFs: iShares 7-10 Year Treasury Bond ETF (IEF) Vanguard Long-Term Treasury ETF (VGLT) Schwab Long-Term US Treasury ETF (SCHQ)
Vanguard is a large investment advisor offering mutual funds and ETFs, many of which pay dividends. Most of Vanguard's ETF products pay monthly or quarterly dividends.
The Vanguard High Dividend Yield ETF has achieved a total return of 8.25% annually since its inception in 2006, and it paid an average dividend yield of 3.02% over the past decade.
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