The ETF universe continues to expand in size and popularity as more and more investors have grown comfortable with utilizing exchange-traded funds for everything from establishing core exposure in desired asset classes to using them as tactical trading tools. ETFs have rightfully earned their “easy-to-use” reputation as they have allowed for self-directed investors to access niche corners of the global market as well as other sophisticated strategies that were once out-of-reach for most [see Periodic Table of ETFs: What Popped and What Dropped in 2013].?
With innovation also comes complexity, and as such, it’s no surprise that the roster of actively-managed funds continues to expand. Investors can now pick from more than 60 actively-managed funds, but because many of these offerings tend to charge far steeper expense fees than their passive, plain-vanilla counterparts, many buyers are rightfully asking “Are the extra fees worth it?” [see Cheapest ETF for Every Investment Objective]. Which Active ETFs Beat the S&P 500 in 2013?Wall Street awards no points for fancy algorithms or complex rotation strategies, so what matters at the end of the day, or rather the year, is whether or not the extra percentage points you pay for your actively-managed strategy are earning you extra percentage points compared to what you could have achieved with a passive ETF linked to a traditional benchmark. TickerETF2013 ReturnExpense RatioSPYState Street SPDR S&P 50032.31%0.09%RWGColumbia Large-Cap Growth Equity Strategy Fund44.66%0.89%TTFSAdvisorShares TrimTabs Float Shrink ETF43.55%0.99%FWDD?AdvisorShares Madrona Forward Domestic ETF38.58%1.12%HUSE?Huntington U.S. Equity Rotation Strategy ETF34.84%0.95%RPXColumbia Growth Equity Strategy Fund34.35%0.89%GVTColumbia Concentrated Large Cap Value Strategy Fund34.21%0.79%HECOHuntington EcoLogical Strategy ETF32.63%0.95%In an effort to answer this age old question, the table above features the seven actively-managed ETFs that managed to beat the market in 2013; please note this comparison excludes trading costs and is based around the SPDR S&P 500 (SPY, A), which gained just over 32% from 12/31/2012 to 12/31/2013 [see Head-to-Head ETF Comparison Tool]. Click to Enlarge The image above illustrates how a number of these funds, namely TTFS and RWG, managed to consistently outperform the broad equity market throughout the course of the entire year, further adding merit to their respective strategies. Here is a brief look under the hood of the seven ETFs that ended the year ahead of the coveted S&P 500 ETF (SPY).
Follow me on Twitter?@SBojinov [For more ETF analysis, make sure to sign up for our?free ETF newsletter?or try a?free 14-day trial to ETFdb Pro] Disclosure: No positions at time of writing. Click here to read the original article on ETFdb.com. Read more posts on ETF Database ? More from ETF Database:
Read more: http://mk.luckbagsoutlet.com
0 Comments
Leave a Reply. |