2019 ETF Research Report, ETF Performance Tables, Global Share ETFs

ETF Performance Tables – Global Share ETFs

Summary of all Global Share ETFs by Performance and Returns.

Overall Trends and Average Returns

The Global Share ETFs delivered an average return of 9% over the past year. If we strip out ETFMs, this figure rises to 9.2%. Rules Based (Smart-Beta) Global ETFs returned an average performance of 12.8% whereas Broad based Global ETFs returned an average of 10.5%.

Global Share (Ethical) ETFs continue their strong momentum, returning an average of 9.1%, highlighted by the BetaShares Global Sustainability Leaders ETF (ETHI) which achieved a 19.3% return over the year.

Best Performing Global Share ETF

Global Shares (Sectors) outperformed with both Property & Infrastructure and Technology ETFs delivering an average 1 year return of 19.8% and 17.3% respectively. Another notable sector was Healthcare with the iShares S&P Global Healthcare ETF (IXJ) delivering 21.4%.

Global Shares (USA) were the best performing region/country ETF with an average yearly return of 18.7%. Of the Smart-Beta strategies, the iShares Edge MSCI World Minimum Volatility ETF (MVOL) did it’s defensive job being a strong performer returning 19.9% over the volatile year. Quality was also a notable performer, with the VanEck Vectors MSCI World Ex-Australia Quality ETF (QUAL) returning 18.6% for the year.

Worst Performing Global Share ETF

The worst performing Global Share ETF was the BetaShares Agriculture ETF-Currency Hedged (Synthetic) and K2 Global Equities Fund (Hedge Fund), both losing -11.7% return over the year.

Largest Inflows/Outflows

The worst performing Global Share ETF was the BetaShares Agriculture ETF-Currency Hedged (Synthetic) and K2 Global Equities Fund (Hedge Fund), both losing -11.7% return over the year.

The largest inflows were predominantly in the two Vanguard Broad Based ETFs. The Vanguard MSCI Index International Shares ETF (VGS) gained $429m in net flows, and the Vanguard All-World ex US Shares Index ETF (VEU) had $182m in net flows.

Factor investing is evidently becoming more popular with iShares Edge MSCI World Multifactor ETF (WDMF) attracting $170m in new flows. Despite some underperformance, active managers continue to be popular with Platinum International Fund (Quoted Managed Hedge Fund) (PIXX) and Magellan Infrastructure Fund (Currency Hedged) (Managed Fund) (MICH) attracting flows of $177m and $122m respectively.

Notable outflows were from European ETFs such as iShares S&P Europe ETF (IEU) on the back of BREXIT concerns with -$126m of outflows, and the iShares S&P Global Healthcare ETF (IXJ) of -$45m after the sector had a very solid performance and investors were looking to cash in some profits given the cyclicality of sector returns.

New Funds

There were 17 new Global Share ETFs that were launched this year. Click here to see a complete summary of new ETFs. Of the new ETFs launched, the WCM Quality Global Growth Fund (Quoted Managed Fund) (WCMQ) and BetaShares Asia Technology Tigers ETF (ASIA) gained the most traction over the year with FUM levels of $62m and $44m respectively. The ETFS S&P Biotech ETF (CURE) and BetaShares Global Income Leaders ETF (INCM) were laggards having only taken in $1m and $4m respectively, but we expect to see some more takeup as both ETFs evolve.

Stockspot’s chosen Global share ETF

Stockspot’s chosen Global Share ETF, the iShares S&P Global 100 ETF (IOO) returned 16.5% over the past year, outperforming all other Global Share ETFs in the category over the past 1 and 3 years. For more information, we compared IOO to its peers in our Global Share ETF Review.

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Global Share ETFs Performance Table

Global Share ETFs (Broad Based – Unhedged)

CodeFund NameFee (MER)FUM Mar’19 ($m)FUM change ($m)1 Yr Return3 Yr Return (p.a)
IOOiShares S&P Global 100 ETF0.40%153320116.5%15.2%
IWLDiShares Core MSCI World All Cap
ETF
0.16%674512.3%
IVEiShares MSCI EAFE ETF0.33%345294.4%9.8%
WXOZSPDR S&P World ex Australian Fund0.30%1872012.7%13.4%
SFYSPDR S&P/ASX 50 Fund 0.29%5346214.0%11.1%
VEUVanguard All-World ex US Shares Index ETF0.11%13681913.8%10.8%
VGSVanguard MSCI Index International Shares ETF0.18%148454413.3%13.5%
Avg0.25%10.5%12.5%
Total49841029
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Global Share ETFs (Broad Based – Hedged)

CodeFund NameFee (MER)FUM Mar’19 ($m)FUM change ($m)1 Yr Return3 Yr Return (p.a)
IHWLiShares Core MSCI World All Cap AUD Hedged ETF0.19%57456.4%
IHOOiShares Global 100 AUD Hedged ETF0.43%44910.8%13.4%
WXHGSPDR S&P World ex Australian (Hedged) Fund0.35%90116.5%11.4%
VGADVanguard MSCI Index International Shares (Hedged) ETF0.21%5501647.4%11.9%
Avg0.30%7.8%12.2%
Total740230

Global Share ETFs (Rules Based)

CodeFund NameFee (MER)FUM Mar’19 ($m)FUM change ($m)1 Yr Return3 Yr Return (p.a)
Size
IJHiShares S&P Midcap ETF0.07%1511112.3%14.2%
IJRiShares S&P Small-Cap ETF0.07%181 7111.3%15.7%
VISMVanguard MSCI International Small Companies Index ETF0.32%66
Value
QUSBetashares FTSE RAFI US 1000 ETF0.40%40214.1%13.0%
VVLUVanguard Global Value Equity Active ETF (Managed Fund)0.28%1313
Quality
QLTYBetaShares Global Quality Leaders ETF0.35%55
QUALVanEck Vectors MSCI World Ex-Australia Quality ETF0.40%52318318.6%14.9%
QHALVanEck Vectors MSCI World Ex-Australia Quality (Hedged) ETF0.43%11
Minimum Volatility
VMINVanguard Global Minimum Volatility Active ETF (Managed Fund)0.28%1010
WRLDBetaShares Managed Risk Global Share Fund (Managed Fund)0.54%56269.8%10.0%
WVOLiShares Edge MSCI World Minimum Volatility ETF0.30%493919.9%
Yield
INCMBetaShares Global Income Leaders ETF0.45%44
WDIVSPDR S&P Global Dividend Fund0.50%212438.7%9.8%
Multifactor
WDMFiShares Edge MSCI World Multifactor ETF0.35%1981705.0%
QMIXSPDR MSCI World Quality Mix Fund0.40%13515.9%

Global Share ETFs (Rules Based – Ethical)

CodeFund NameFee (MER)FUM Mar’19 ($m)FUM change ($m)1 Yr Return3 Yr Return (p.a)
ESGIVaneck Vectors MSCI International Sustainable0.55%21175.3%
ETHIBetaShares Global Sustainability Leaders ETF0.59%29612819.3%
UBEUBS IQ MSCI Europe Ethical ETF0.40%1544.3%9.3%
UBJUBS IQ MSCI Japan Ethical ETF0.40%613.3%10.6%
UBPUBS IQ MSCI Asia APEX 50 Ethical ETF0.45%1230.2%
UBUUBS IQ MSCI USA Ethical ETF0.20%7117.5%15.4%
UBWUBS IQ MSCI World ex Australia Ethical ETF0.35%35813.5%13.4%
VESGVanguard Ethically Conscious International Shares Index ETF0.18%1717
Avg0.39%9.1%12.2%
Total410179

Global Share ETFs (Sector – Technology)

CodeFund NameFee (MER)FUM Mar’19 ($m)FUM change ($m)1 Yr Return3 Yr Return (p.a)
RBTZBetaShares Global Robotics and Artificial Intelligence ETF0.57%1919
HACKBetaShares Global Cybersecurity ETF0.67%1447922%
NDQBetaShares NASDAQ 100 ETF0.48%480217/td>23.3%21.5%
ACDCETFS Battery Tech & Lithium ETF0.82%1010
TECHETFS Morningstar Global Technology ETF0.45%813723.8%
ROBOETFS ROBO Global Robotics and Automation ETF0.69%133570.3%
CUREETFS S&P Biotech ETF0.45%11

Global Share ETFs (Sector – Mining and Resources)

CodeFund NameFee (MER)FUM Mar’19 ($m)FUM change ($m)1 Yr Return3 Yr Return (p.a)
GDXVanEck Vectors Gold Miners ETF0.53%1003312.4%6.7%
MNRSBetaShares Global Gold Miners ETF – Currency Hedged0.57%838.7%

Global Share ETFs (Sector – Proprety and Infrastructure)

CodeFund NameFee (MER)FUM Mar’19 ($m)FUM change ($m)1 Yr Return3 Yr Return (p.a)
COREETFS Global Core Infrastructure ETF0.45%6321.1%
DJRESPDR Dow Jones Global Select Real Estate Fund0.50%2969120.7%6.5%
IFRAVanEck Vectors FTSE Global Infrastructure (Hedged) ETF0.52%1285717.7%
VBLDVanguard Global Infrastructure Index ETF0.47%66

Global Share ETFs (Sector – Other)

CodeFund NameFee (MER)FUM Mar’19 ($m)FUM change ($m)1 Yr Return3 Yr Return (p.a)
IXIiShares S&P Global Consumer Staples ETF0.47%1736415.5%7.0%
IXJSPDR Dow Jones Global Select Real Estate Fund0.47%5274521.4%12.8%
QAGBetaShares Agriculture ETF-Currency Hedged (Synthetic)0.69%30-11.7%-8.9%
FOODBetaShares Global Agriculture Companies ETF0.57%1920.5%
BNKSBetaShares Global Banks ETF – Currency Hedged0.57%60-15-9.7%
FUELBetaShares Global Energy Companies ETF – Currency Hedged0.57%34186.4%
DRUGBetaShares Global Healthcare ETF – Currency Hedged0.57%31913.6%

Global Share ETFs (Region/Country – USA)

CodeFund NameFee (MER)FUM Mar’19 ($m)FUM change ($m)1 Yr Return3 Yr Return (p.a)
VTSVanguard US Total Market Shares Index ETF0.04%151530818.7%16.3
IVViShares S&P 500 ETF0.04%291142119.2%16.2%
SPYSPDR S&P 500 ETF Trust0.09%301018.7%15.9%
MOATVanEck Vectors Morningstar Wide Moat ETF0.49%923924.7%19.3%
IHVViShares S&P 500 AUD Hedged ETF0.10%158499.5%12.9
ZYUSETFS S&P 500 High Yield Low Volatility ETF0.35%671721.3%10.7%
Avg0.19%18.7%15.2%
Total4773845

Global Share ETFs (Region/Country – Europe)

CodeFund NameFee (MER)FUM Mar’19 ($m)FUM change ($m)1 Yr Return3 Yr Return (p.a)
ESTXETFS EURO STOXX 50 ETF0.35%61-71.4%
IEUiShares S&P Europe ETF0.60%688-1194.2%9.0%
VEQVanguard FTSE Europe Shares ETF0.35%225632.8%8.6%
HEURBetaShares WisdomTree Europe ETF – Currency Hedged0.58%39-112.9%
Avg0.47%2.8%8.8%
Total1013-75

Global Share ETFs (Region/Country – Japan)

CodeFund NameFee (MER)FUM Mar’19 ($m)FUM change ($m)1 Yr Return3 Yr Return (p.a)
IJPiShares MSCI Japan ETF0.48%263250.6%10.3%
HJPNBetaShares WisdomTree Japan ETF – Currency Hedged0.58%51-19-7.5%
Avg0.53%-3.5%10.3%
Total3146

Global Share ETFs (Region/Country – Asia)

CodeFund NameFee (MER)FUM Mar’19 ($m)FUM change ($m)1 Yr Return3 Yr Return (p.a)
ASIABetaShares Asia Technology Tigers ETF0.67%4444
IAAiShares S&P Asia 50 ETF0.50%491680.5%17.3%
VAEVanguard FTSE Asia Ex-Japan Shares Index ETF0.40%143712.2%13.6%
IKOiShares MSCI South Korea Capped Index ETF0.64%5918-9.8%9.3%
ITWiShares MSCI Taiwan ETF0.64%5-421.0%13.2%
Avg0.57%-1.5%13.4%
Total741160

Global Share ETFs (Region/Country – China)

CodeFund NameFee (MER)FUM Mar’19 ($m)FUM change ($m)1 Yr Return3 Yr Return (p.a)
IZZiShares FTSE China Large-Cap ETF0.74%10344.8%15.0%
CETFVanEck Vectors ChinaAMC CSI 300 ETF0.72%30202.3%8.4%
CNEWVanEck Vectors China New Economy ETF0.95%2727
Avg0.80%3.5%11.7%
Total16051

Global Share ETFs (Region/Country – Emerging Markets)

CodeFund NameFee (MER)FUM Mar’19 ($m)FUM change ($m)1 Yr Return3 Yr Return (p.a)
IEMiShares MSCI Emerging Markets ETF0.69%636-29-0.2%12.7%
WEMGSPDR S&P Emerging Markets Fund0.65%19-23.0%13.6%
VGEVanguard FTSE Emerging Markets Shares ETF0.48%279691.2%11.5%
EMKTVaneck Vectors MSCI Multifactor Emerging Markets Equity ETF0.69%1515
Avg0.63%1.3%12.6%
Total94953
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Global Share ETFs (Active)

CodeFund NameFee (MER)FUM Mar’19 ($m)FUM change ($m)1 Yr Return3 Yr Return (p.a)
AGX1Antipodes Global Shares (Quoted Managed Fund)1.10%2222
MGEMagellan Global Equities Fund (Managed Fund)1.35%129030121.7%14.4
MOGLMontgomery Global Equities Fund (Managed Fund)1.32%962511.7%
PIXXPlatinum International Fund (Quoted Managed Hedge Fund)1.10%335150-0.9%
WCMQWCM Quality Global Growth Fund (Quoted Managed Fund)1.35%6262
MHGMagellan Global Equities Fund Currency Hedged (Managed Fund)1.35%922813.9%12.3%
PAXXPlatinum Asia Fund (Quoted Managed Hedge Fund)1.10%16272-1.1%
MICHMagellan Infrastructure Fund (Currency Hedged) (Managed Fund)1.05%30814915.4%
RENTAMP Capital Global Property Securities Fund (Unhedged) (Managed Fund)0.99%19521.1%
UMAXBetashares S&P 500 Yield Maximser Fund (Managed Fund)0.79%87-214.9%11.2%
GLINAMP Capital Global Infrastructure Securities Fund (Unhedged) (Managed Fund)0.85%26425.1%
FEMXFidelity Global Emerging Markets Fund (Managed Fund)0.99%1818
KSMK2 Australian Small Cap Fund (Hedge Fund)2.39%248-14.3%1.9%
KIIK2 Global Equities Fund (Hedge Fund)2.70%7-11-11.7%2.8%
DMKTAMP Capital Dynamic Markets Fund (Hedge Fund)0.50%26-1-4.5%
GROWSchroder Real Return Fund (Managed Fund)0.90%5484.1%
Avg1.24%9.1%8.5%
Total2629839

Global Share ETFs (Leveraged)

CodeFund NameFee (MER)FUM Mar’19 ($m)FUM change ($m)1 Yr Return3 Yr Return (p.a)
GGUSBetashares Geared US Equity Fund Currency Hedged (Hedge Fund)0.80%25715.5%23.8%
BBUSBetaShares US Equities Strong Bear Currency Hedged (Hedge Fund)1.38%8922-23.5%-28.0%

Investment Associate

Marc has over 5 years experience in the financials services industry having previously worked for Morgan Stanley, AMP and KPMG. He holds a Bachelor of Business (Finance/Accounting) from the University of Technology Sydney (UTS), and has completed his Chartered Financial Analyst (CFA) Level 1.

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