This Selection Of ETFs Has Outperformed The Nasdaq By 212% YTD

Introduction

Below is how the constituents in my personal portfolio of ETFs have performed MTD, in descending order, and YTD, compared to that of the Nasdaq (QQQ) along with a description of each constituent plus a chart of the performance of the constituents in comparison to each other, and collectively, in chart form.

Returns By MTD & YTD

1. Sprott Junior Gold Miners (SGDJ): UP 16.7% MTD; UP 102.3% YTD excluding dividends
   • Focus: tracks an equity index of small-cap (avg. mkt. cap. of $2B) gold mining firms that are weighted by price momentum for gold explorers and by revenue growth for gold developers. 
   • Assets Under Management (AUM): $234M
   • Expense Ratio: 5%
   • Dividend Yield: 3.1%
   • # Holdings: 34
2. iShares MSCI Global Silver & Metal Miners (SLVP): UP 16.1% MTD; UP 118.5% YTD excluding dividends
   • Focus: a market-cap-weighted index of global companies (avg. mkt. cap. of $60B) that earn the majority of their revenues from silver mining
   • Assets Under Management (AUM): $492M
   • Expense Ratio: 0.39%
   • Dividend Yield: 0.5%
   • # Holdings: 41
3. VanEck Gold Miners (GDX): UP 14.5% MTD; UP 113.4% YTD excluding dividends
   • Focus: a market-cap-weighted index of global gold-mining firms (avg. mkt. cap. of $58B)
   • Assets Under Management (AUM): $19.9B
   • Expense Ratio: 0.51%
   • Dividend Yield: 0.54%
   • # Holdings: 65
4. VanEck Social Sentiment (BUZZ): UP 11.0% MTD; UP 41.3% YTD excluding dividends
   • Focus: holds 75 U.S.-listed firms with the most positive investor sentiment online
   • Assets Under Management (AUM): $109M
   • Expense Ratio: 0.76%
   • Dividend Yield: 0.35%
   • # Holdings: 75
5. Global X AI & Technology (AIQ): UP 9.1% MTD; UP 27.2% YTD excluding dividends
   • Focus: tracks a market-cap-weighted index of developed-market equities involved in artificial intelligence & big data.
   • Assets Under Management (AUM): $5.3B
   • Expense Ratio: 0.68%
   • Dividend Yield: 0.12%
   • # Holdings: 92
6. Roundhill Magnificent Seven (MAGS): UP 8.9% MTD; UP 19.6% YTD excluding dividends
   • Focus: an actively managed fund offering exposure to the largest and most liquid leading technology stocks
   • Assets Under Management (AUM): $3.34T
   • Expense Ratio: 0.29%
   • Dividend Yield: NIL
   • # Holdings: 7
7. VanEck Semiconductor (SMH): UP 8.8% MTD; UP 30.4% YTD excluding dividends
   • Focus: based on a market-cap-weighted index of 25 of the largest US-listed semiconductors companies. 
   • Assets Under Management (AUM): $32.1B
   • Expense Ratio: 0.35%
   • Dividend Yield: 0.34%
   • # Holdings: 26

 

Summary:

My Personal Select  ETF Portfolio is UP 10.6% MTD and UP 56.8%, YTD.

 

 Performance Comparison Of Portfolio Constituents YTD

 

Portfolio Performance Chart -YTD

The above portfolio chart has been generated using the tools provided by PortfoliosLab.com and easy step-by-step instructions are available here to help you create a chart of your own portfolio or that of a client. It's easy, fast and free.

 

Conclusion

My Personal Select  ETF Portfolio is UP 56.8%, YTD, compared to the Nasdaq (QQQ) which has only gone UP 18.2% during the same period. That represents an increase of 212.1%.

Addendum

• If you (or your financial advisor) are interested in creating a chart of the performance of a portfolio you finally can. Just visit follow the simple step-by-step instructions in my post entitled "How To Create A Chart Of the Performance Of A Portfolio".  It's fast, it's easy and it's free! 
• Please note that I have NO direct or indirect financial interest in PortfoliosLab. I am just a very impressed subscriber who finally found a way to provide charts of the performance of my various model portfolios in my frequent articles as posted on TalkMarkets.

 

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