According to CNBC Pro’s screen, four ETFs in Europe and North America have outperformed the S&P 500 over the past five years. The U.S. benchmark index is up 23.3% in 2024 and 24.2% higher than the year before, making it particularly challenging for funds to outperform. Deutsche Bank said it was the third time in the past century that the S&P 500 has posted consecutive gains of this magnitude. .SPX line 2024-01-01 CNBC Pro screened more than 10,600 ETFs listed in Europe and North America that outperformed the S&P 500 every year from 2020 to 2024 (inclusive). AIRR The best-performing fund on the CNBC Pro list in 2024 was the First Trust RBA American Industrial Renaissance ETF, which rose 33.4%. Over the past five years, the ETF has gained 167%, compared with the S&P 500’s 97% gain. The fund tracks the Richard Bernstein Advisors U.S. Industrial Renaissance Index, which covers U.S. small and mid-cap companies in the industrial and community banking sectors and is a subset of the Russell 2500 Index. JREU The London-listed JPMorgan U.S. Research Enhanced Index Equity ETF has outperformed its benchmark every year since 2019. (REI)’s strategy combines index investing and active management. Piera Elisa Grassi, co-fund manager of the ETF, previously told CNBC that the fund made a lot of small bets rather than a few large bets. The result is a fund that closely tracks its benchmark in terms of overall composition but with slight adjustments designed to generate excess returns. The fund is available to most European investors. The GSLC Goldman Sachs Activebeta U.S. Large Cap ETF has also outperformed the U.S. benchmark index over the past five years. Goldman Sachs said the fund tracks an index of stocks with “high value, strong momentum, high quality and low volatility.” The ETF’s top 10 stocks are very similar to the S&P 500, but the stock weightings are different due to Goldman Sachs’ unique ActiveBeta index. The SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF, which tracks a broader index than the S&P 500, has also outperformed the market each of the past five years. The S&P 1500 Composite Index includes all the stocks that make up the S&P 500, S&P 400, and S&P 600.
These 4 ETFs have outperformed the S&P 500 over the past five years | Real Time Headlines
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