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#Business Model/Strategy
Added 2 months ago

I just checked out the annual return since inception in October 2014 for this ETF, 15.84% per annum net of fees. Not too shabby if held over the typical index-based ETF’s.

I know past doesn’t equal future performance, but I feel like it’s pretty well placed to weather any market downturn after a quick glance at the companies. A little vulnerable if AI has a bubble pop due to highest holdings in Mag7, but that isn’t too different to many other index-based options. All said, their quality screener for the rest of the holdings seems to be doing a decent job of finding the resilient moated companies.

Does anyone have an ETF they would confidently say will outperform this one over the next 10-20 years? Apart from riskier thematics, this would be a serious contender for me.

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#Why This is in My Portfolio
stale
Added 4 years ago

Been a staple of my RL portfolio for years, brilliant ETF. Excellent track record of performance with much lower volatility than the market during down times. My favourite ETF

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