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En komplett lista på ETFer med månatlig utdelning

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11 år sedan

den

1 juni, 2014

En komplett lista på ETFer med månatlig utdelning. Att investera för att bygga upp inkomstflöden med hjälp av utdelningar har kommit att bli ett allt mer populärt tema under senaste tio åren. De låga räntorna har tvingat investerarna till att leta efter löpande inkomster på nya platser. I Sverige kommer utdelningen en gång per år, i USA är det vanligare att den kommer kvartalsvis, men det finns faktiskt ett antal börshandlade fonder som betalar månatliga utdelningar. Nedan har vi sammanställt en komplett lista på ETFer med månatlig utdelning.

Observera, alla dessa ETFer har ett månatligt utbetalningsschema, men på grund av unika strategier har inte alla dessa börshandlade fonder möjlighet att betala utdelning varje månad. All avkastning är omräknad till årsavkastning.

Obligationer

Majoriteten av de ETFer som betalat månatlig utdelning kommer från obligationsområdet som en handfull betala ut deras ränta till investerare 12 gånger per år:

ETF	Assets (Millions)	Yield
iShares Core Total US Bond Market ETF (AGG, A+)	$16,973	2.20%
Barclays U.S. Aggregate Bond Negative Duration Fund (AGND, n/a)	$5	0.37%
iShares Barclays Agency Bond (AGZ, B+)	$377	1.26%
Barclays U.S. Aggregate Bond Zero Duration Fund (AGZD, n/a)	$5	0.35%
WisdomTree Asia Local Debt ETF (ALD, B+)	$356	1.66%
iShares Utilities Sector Bond (AMPS, C+)	$10	3.28%
Market Vectors Fallen Angel HY Bond ETF (ANGL, B)	$17	5.35%
PIMCO Australia Bond Index ETF (AUD, B)	$27	0.26%
WisdomTree Australia & NZ Debt (AUNZ, A)	$33	1.57%
PowerShares Build America Bond (BAB, A-)	$670	4.85%
SPDR Nuveen Barclays Cap Build Amer Bd (BABS, C+)	$48	3.92%
PIMCO Build America Bond ETF (BABZ, C)	$21	8.10%
SPDR Barclays 1-3 Month T-Bill ETF (BIL, A)	$1,002	0.34%
Vanguard Intermediate-Term Bond ETF (BIV, A-)	$3,685	3.40%
PowerShares Senior Loan Port (BKLN, A-)	$7,346	4.14%
Vanguard Long-Term Bond Index ETF (BLV, B+)	$655	3.88%
Vanguard Total Bond Market ETF (BND, A)	$19,774	2.40%
Total International Bond ETF (BNDX, n/a)	$1,316	2.39%
PIMCO Total Return ETF (BOND, B+)	$3,387	2.28%
Guggenheim BulletShares 2014 Corp Bond (BSCE, B+)	$416	0.87%
Guggenheim BulletShares 2015 Corp Bond (BSCF, A)	$573	1.15%
Guggenheim BulletShares 2016 Corp Bond (BSCG, A-)	$609	1.42%
Guggenheim BulletShares 2017 Corp Bond (BSCH, A-)	$613	1.82%
Guggenheim BulletShares 2018 Corp Bond (BSCI, B+)	$334	1.69%
Guggenheim BulletShares 2019 Corp Bond (BSCJ, B+)	$146	2.04%
Guggenheim BulletShares 2020 Corp Bond (BSCK, B)	$121	2.49%
Guggenheim BulletShares 2021 Corporate Bond ETF (BSCL, n/a)	$47	2.25%
Guggenheim BulletShares 2022 Corporate Bond ETF (BSCM, n/a)	$34	2.41%
Guggenheim BulletShares 2014 HY Crp Bond (BSJE, B+)	$509	3.54%
Guggenheim BulletShares 2015 HY Crp Bond (BSJF, A-)	$955	4.48%
Guggenheim BulletShares 2016 HY C Bd ETF (BSJG, B+)	$566	3.94%
Guggenheim BulletShares 2017 HY C Bd ETF (BSJH, B+)	$335	4.11%
Guggenheim BulletShares 2018 HY C Bd ETF (BSJI, A-)	$232	4.46%
BulletShares 2019 High Yield Corporate Bond ETF (BSJJ, n/a)	$50	2.15%
BulletShares 2020 High Yield Corporate Bond ETF (BSJK, n/a)	$26	2.31%
Vanguard Short-Term Bond ETF (BSV, A)	$14,335	1.27%
Germany Bond Index Fund (BUND, C)	$3	1.12%
SPDR Barclays International Treasury Bd (BWX, A)	$2,409	1.56%
SPDR Barclays Short Term International Treasury Bond ETF (BWZ, A-)	$261	0.06%
PIMCO Canada Bond Index ETF (CAD, B)	$17	1.29%
SPDR Barclays Cap Issuer Scd Corp Bond (CBND, B)	$32	3.05%
iShares Emerging Markets Corporate Bond (CEMB, C+)	$21	3.19%
iShares Barclays Credit Bond (CFT, A-)	$801	3.10%
Market Vectors Renminbi Bond ETF (CHLC, B-)	$5	3.80%
iShares Barclays Intermediate Credit Bd (CIU, A)	$5,775	2.35%
iShares 10+ Year Credit Bond (CLY, B+)	$397	4.32%
iShares Barclays CMBS Bond (CMBS, A)	$90	1.79%
iShares S&P CA AMT-Free Municipal Bd (CMF, A)	$266	3.01%
ProShares USD Covered Bond (COBO, B+)	$7	0.93%
PIMCO Investment Grade Corp Bd Index ETF (CORP, B)	$205	6.78%
iShares Barclays 1-3 Year Credit Bond (CSJ, A)	$12,932	0.97%
SPDR Barclays Capital Convertible Secs (CWB, A-)	$2,645	3.21%
SPDR Nuveen Barclays Capital CA Muni Bd (CXA, A+)	$78	4.96%
PowerShares Chinese Yuan Dim Sum Bond (DSUM, A)	$181	3.37%
SPDR Barclays Capital EM Local Bond ETF (EBND, A+)	$98	1.99%
WisdomTree Emerging Markets Local Debt (ELD, B+)	$870	3.17%
EM Aggregate Bond ETF (EMAG, B)	$22	4.65%
iShares JPMorgan USD Emerg Markets Bond (EMB, A-)	$4,112	4.17%
WisdomTree Emer Mkts Corporate Bond ETF (EMCB, B+)	$100	4.39%
SPDR BofA ML EM Corp Bd ETF (EMCD, B+)	$18	5.10%
iShares Emerging Markets High Yield Bond (EMHY, C+)	$191	4.82%
Market Vectors EM Local Curr Bond ETF (EMLC, A)	$826	5.26%
iShares Industrials Sector Bond (ENGN, C+)	$10	2.59%
WisdomTree Euro Debt (EU, A-)	$5	1.67%
PIMCO 3-7 Year U.S. Treasury Index ETF (FIVZ, B)	$13	1.51%
iShares Floating Rate Bond ETF (FLOT, A-)	$3,582	0.39%
SPDR Barclays Cap Inv Gr Floating Rt ETF (FLRN, B)	$355	0.52%
Market Vectors Investment Grade Floating Rate Bond ETF (FLTR, n/a)	$98	0.59%
Short Duration U.S. Government ETF (FTSD, n/a)	$28	0.93%
First Trust Senior Loan (FTSL, B-)	$181	3.82%
Madrona Global Bond ETF (FWDB, C+)	$24	3.13%
iShares Barclays Government/Credit Bond (GBF, B)	$136	2.06%
ProShares German Sov / Sub-Sov Debt ETF (GGOV, B+)	$6	1.65%
iShares Global High Yield Corporate Bond (GHYG, A)	$92	4.58%
Guggenheim Enhanced Core Bond (GIY, C+)	$5	2.79%
WisdomTree Global Corporate Bond (GLCB, C)	$8	3.08%
Columbia Intermediate Municipal Bond ETF (GMMB, C)	$5	2.78%
Columbia Core Bond ETF (GMTB, C)	$5	2.35%
iShares Barclays GNMA Bond (GNMA, A-)	$35	0.87%
iShares Barclays U.S. Treasury Bond (GOVT, A-)	$144	0.88%
Guggenheim Enhanced Short Dur Bond ETF (GSY, A)	$744	1.03%
iShares Glob Inflation-Linked Bond Fund (GTIP, B)	$26	1.21%
iShares Barclays Interm Govt/Credit Bond (GVI, B+)	$1,297	1.59%
Sage Core Reserves ETF (HOLD, n/a)	$37	0.15%
Market Vectors High-Yield Muni ETF (HYD, A-)	$1,009	5.92%
Market Vectors Emer Mkts Hi Yld Bond ETF (HYEM, A-)	$341	5.86%
iShares iBoxx $ High Yield Corporate Bd (HYG, A)	$12,763	5.34%
High Yield Interest Rate Hedged ETF (HYHG, C)	$139	4.67%
Peritus High Yield ETF (HYLD, A-)	$1,021	7.55%
First Trust High Yield Long/Short ETF (HYLS, C+)	$173	5.68%
SPDR Nuveen S&P High Yield Municipal Bd (HYMB, B-)	$252	4.30%
PIMCO 0-5 Year Hi Yld Corp Bond Idx ETF (HYS, A-)	$4,993	4.50%
iShares Global ex USD High Yield Corp Bd (HYXU, A-)	$170	4.17%
iSharesBond 2018 Corporate ex-Financials Term ETF (IBCC, n/a)	$158	1.20%
iSharesBond 2020 Corporate ex-Financials Term ETF (IBCD, n/a)	$49	1.83%
iSharesBond 2023 Corporate ex-Financials Term ETF (IBCE, n/a)	$48	2.49%
iSharesBond 2016 Corporate Term ETF (IBDA, n/a)	$30	0.70%
iShares 2018 Corporate Term ETF (IBDB, n/a)	$46	1.36%
iSharesBond 2020 Corporate Term ETF (IBDC, n/a)	$21	1.99%
iSharesBond 2023 Corporate Term ETF (IBDD, n/a)	$16	2.39%
SPDR Barclays International Corporate Bd (IBND, B+)	$308	1.18%
iShares Barclays 7-10 Year Treasury (IEF, A-)	$6,529	1.71%
iShares 3-7 Year Treasury Bond ETF (IEI, A-)	$3,036	0.84%
TCW EM Intermediate Term Investment Grade Bond ETF (IEMF, n/a)	$2	1.03%
Investment Grade Interest Rate Hedged ETF (IGHG, n/a)	$77	1.71%
iShares S&P/Citi Intl Treasury Bond (IGOV, A+)	$585	1.24%
Market Vectors Intl High Yield Bond ETF (IHY, A-)	$161	6.26%
SPDR Barclays International High Yield Bond ETF (IJNK, n/a)	$43	0.50%
iShares Core Long-Term US Bond ETF (ILTB, B-)	$39	4.09%
SPDR Nuveen Barclays Capital NY Muni Bd (INY, A)	$25	4.81%
SPDR Barclays TIPS (IPE, A-)	$623	1.07%
S&P/Citi 1-3 Yr Intl Treasury Bd (ISHG, A)	$178	0.18%
Core Short-Term U.S. Bond ETF (ISTB, B-)	$135	0.63%
SPDR Barclays Intermediate Term Treasury (ITE, A+)	$161	1.21%
iShares Intnl Inflation-Linked Bond Fund (ITIP, A-)	$112	1.96%
Market Vectors Intermediate Muni ETF (ITM, A)	$640	2.50%
SPDR Barclays Cap Interm Term Corp Bnd (ITR, A)	$453	2.69%
SPDR Barclays High Yield Bond (JNK, A+)	$9,768	5.33%
SPDR Barclays Aggregate Bond (LAG, B+)	$682	2.01%
iShares Emerging Markets Local Cur Bond (LEMB, B+)	$599	2.40%
TCW EM Long Term Investment Grade Bond ETF (LEMF, n/a)	$2	1.25%
iShares iBoxx $ Invest Grade Corp Bond (LQD, A)	$17,551	3.30%
15+ Year U.S. TIPS Index Fund (LTPZ, C)	$76	1.31%
SPDR Barclays Capital Long CorpTerm Bd (LWC, B+)	$125	4.12%
iShares Barclays MBS Bond (MBB, A)	$5,662	1.16%
SPDR Barclays Cap Mortgage Backed Bond (MBG, A)	$115	1.43%
Newfleet Multi-Sector Income ETF (MINC, C)	$142	2.67%
Enhanced Short Maturity Strategy Fund (MINT, A+)	$3,917	0.83%
Market Vectors Long Municipal Index ETF (MLN, B+)	$78	4.06%
iShares s Sector Bond (MONY, B-)	$5	2.71%
iShares 2014 AMT-Free Muni Term ETF (MUAC, B+)	$67	0.53%
iShares 2015 AMT-Free Muni Term ETF (MUAD, B+)	$101	0.66%
iShares 2016 S&P AMT-Free Municipal Ser (MUAE, A-)	$120	0.80%
iShares 2017 S&P AMT-Free Municipal Ser (MUAF, B+)	$132	1.04%
2019 AMT-Free Muni Term ETF (MUAH, n/a)	$15	0.24%
iShares S&P National AMT-Free Muni Bd (MUB, A)	$3,266	2.67%
PIMCO Intermediate Municipal Bond ETF (MUNI, B-)	$203	2.10%
iShares S&P NY AMT-Free Municipal Bd (NYF, A+)	$137	2.68%
PowerShares CEF Income Composite (PCEF, B)	$579	7.95%
PowerShares Emerging Mkts Sovereign Debt (PCY, A-)	$2,034	4.34%
Fundamental Emerging Markets Local Debt Portfolio (PFEM, C)	$4	4.34%
Powershares Fundamental Inv Gr Corp Bond (PFIG, B-)	$27	2.26%
PowerShares Global Short Term High Yield Bond Portfolio (PGHY, C+)	$30	3.30%
PowerShares Fundamental High Yld Corp Bd (PHB, B+)	$651	4.49%
International Corporate Bond Portfolio (PICB, B+)	$231	2.58%
PowerShares 1-30 Laddered Treasury (PLW, B-)	$256	2.34%
Market Vectors Pre-Refunded Muni ETF (PRB, B)	$35	1.10%
VRDO Tax Free Weekly Portfolio (PVI, B)	$149	0.02%
PowerShares Insured California Muni Bond (PWZ, A-)	$52	3.80%
PowerShares Insured National Muni Bond (PZA, A)	$638	4.12%
PowerShares Insured New York Muni Bond (PZT, A-)	$46	3.87%
iShares Aaa ? A Rated Corporate Bond (QLTA, B+)	$427	1.97%
iShares Baa ? Ba Rated Corporate Bd (QLTB, B-)	$21	2.29%
iShares B ? Ca Rated Corporate Bond (QLTC, B-)	$21	4.55%
Ready Access Variable Income Fund (RAVI, B+)	$68	0.45%
RiverFront Strategic Income Fund (RIGS, n/a)	$282	1.50%
db X-trackers Municipal Infrastructure Revenue Bond Fund (RVNU, n/a)	$16	2.93%
Short-Term U.S. Treasury ETF (SCHO, A)	$519	0.33%
Schwab U.S. TIPS ETF (SCHP, A)	$440	0.71%
Intermediate-Term U.S. Treasury ETF (SCHR, A-)	$215	1.23%
Schwab U.S. Aggregate Bond ETF (SCHZ, A-)	$683	2.00%
SPDR Barclays Capital Short Term Corp Bd (SCPB, A)	$3,446	1.18%
TCW EM Short Term Investment Grade Bond ETF (SEMF, n/a)	$2	0.30%
SPDR Nuveen Barclays Capital S/T Muni Bd (SHM, A+)	$2,187	0.86%
1-3 Year Treasury Bond ETF (SHY, A)	$7,748	0.24%
Market Vectors Short High-Yield Municipal Index ETF (SHYD, n/a)	$30	0.87%
SPDR Barclays 0-5 Years TIPS ETF (SIPE, n/a)	$6	0.41%
SPDR BarCap ST High Yield Bond ETF (SJNK, A)	$4,166	4.78%
Market Vectors Short Municipal Index ETF (SMB, A)	$243	1.35%
Short Term Municipal Bond Strategy Fund (SMMU, B)	$76	0.44%
Highland/iBoxx Senior Loan ETF (SNLN, B+)	$211	5.03%
SPDR GSO Senior Loan ETF (SRLN, B)	$622	2.65%
SPDR Barclays Short Term Treasury ETF (SST, A)	$12	0.48%
0-5 Year TIPS Bond ETF (STIP, A-)	$551	0.14%
1-5 Year U.S. TIPS Index Fund (STPZ, B+)	$1,310	0.09%
Short-Term National AMT-Free Muni Bond ETF (SUB, A)	$850	0.74%
PIMCO 7-15 Year U.S. Treasury Index ETF (TENZ, C+)	$83	1.97%
SPDR Nuveen Barclays Capital Muni Bond (TFI, A)	$1,021	2.90%
Treasury Floating Rate Bond ETF (TFLO, n/a)	$5	0.02%
Market Vectors Treasury-Hedged Hi Yld Bd (THHY, C)	$10	4.37%
iShares Barclays TIPS Bond (TIP, A)	$12,784	0.98%
SPDR Barclays 1-10 Year TIPS ETF (TIPX, n/a)	$10	0.24%
Broad U.S. TIPS Index Fund (TIPZ, B-)	$45	0.69%
iShares Barclays 10-20 Year Treasury Bd (TLH, B-)	$272	2.06%
SPDR Barclays Capital Long Term Treasury (TLO, B)	$60	2.52%
iShares Barclays 20+ Year Treas Bond (TLT, B-)	$4,378	2.73%
PIMCO Broad U.S. Treasury Index ETF (TRSY, C+)	$8	1.45%
1-3 Year US Treasury Index Fund (TUZ, A-)	$128	0.35%
SPDR SSgA Ultra Short Term Bond ETF (ULST, n/a)	$14	0.16%
Vanguard Interm-Tm Corp Bd Idx ETF (VCIT, A)	$3,637	3.27%
Vanguard Long-Term Corp Bond Idx ETF (VCLT, A-)	$801	3.68%
Vanguard Short-Term Corp Bd Idx ETF (VCSH, A+)	$7,886	1.72%
Vanguard Interm-Tm Govt Bd Idx ETF (VGIT, A)	$131	1.40%
Vanguard Long-Term Govt Bd Idx ETF (VGLT, A-)	$78	2.47%
Short-Term Government Bond Index Fund (VGSH, A)	$427	0.30%
Vanguard Mortgage-Backed Sec Idx ETF (VMBS, A+)	$419	1.11%
SPDR Nuveen S&P VRDO Municipal Bond ETF (VRD, B)	$6	0.01%
Emerging Markets Government Bond ETF (VWOB, A-)	$167	3.03%
SPDR DB Intl Govt Infl-Protected Bond (WIP, A+)	$982	2.42%
Market Vectors CEF Municipal Income ETF (XMPT, C+)	$35	5.66%
SPDR BofA ML Crossover Corp Bond ETF (XOVR, B)	$29	3.88%

Aktier

Vi har identifierat närmare två dussin ETFer med månatlig utdelning som har fokus på aktier.

ETF	Assets (Millions)	Yield
WisdomTree SmallCap Dividend (DES, A-)	$1,036	2.35%
WisdomTree U.S. SmallCap Dividend Growth Fund (DGRS, n/a)	$24	0.65%
WisdomTree US Dividend Growth Fund (DGRW, n/a)	$112	1.32%
WisdomTree Equity Income (DHS, A-)	$840	2.78%
SPDR Dow Jones Industrial Average (DIA, A)	$11,030	2.11%
Global X SuperDividend US ETF (DIV, C)	$95	5.72%
WisdomTree LargeCap Dividend (DLN, A)	$1,824	2.16%
WisdomTree MidCap Dividend (DON, A)	$1,054	2.12%
WisdomTree Total Dividend (DTD, A-)	$423	2.17%
WisdomTree Dividend ex-s (DTN, A-)	$1,145	2.52%
UBS E-TRACS Mo Pay 2x DJ Select Div ETN (DVYL, A)	$18	6.52%
iShares MSCI All Peru Capped Index (EPU, A-)	$216	1.79%
S&P Financial Select Sector Covered Call ETF (HFIN, n/a)	$4	1.33%
Horizons S&P 500 Covered Call ETF (HSPX, n/a)	$27	2.97%
iShares MSCI Colombia Capped ETF (ICOL, n/a)	$24	2.17%
PowerShares KBW Hi Div Yield (KBWD, A-)	$243	7.66%
PowerShares Hi-Yield Eq Div Achievers (PEY, B)	$396	3.36%
Global X SuperDividend ETF (SDIV, A-)	$957	6.12%
UBS E-TRACS Mo Pay 2x S&P Dividend ETN (SDYL, A)	$19	5.16%
PowerShares S&P 500 High Div Portfolio (SPHD, B+)	$166	3.47%
PowerShares S&P 500 Low Volatility (SPLV, A-)	$3,925	2.50%

Råvaror

En mycket sällsynt företeelse, finns det för närvarande två ETFer med månatlig utdelning som är råvarufonder. Dessa använder unika strategier för att betala en utdelning till sina ägare, men inkonsekvensen av nämnda utbetalningar gör det omöjligt att lista en korrekt årsavkastning:

ETF	Assets (Millions)	Yield
Credit Suisse Gold Shrs Cov Call Exc ETN (GLDI, n/a)	$34	n/a
Credit Suisse Silver Shares Cov Call ETN (SLVO, n/a)	$26	n/a

Övriga

Fastigheter, preferensaktier, och multi-asset ETFer har också en betydande andel av ETFer med månatlig utdelning.

ETF	Assets (Millions)	Yield
iShares S&P Conservative Allocation (AOK, A)	$166	1.68%
Global X Canada Preferred ETF (CNPF, C)	$6	20.75%
ETRACS Diversified High Income ETN (DVHI, n/a)	$26	3.94%
ETRACS Monthly Pay 2xLeveraged Diversified High Income ETN (DVHL, n/a)	$27	3.66%
First Trust Preferred Sec & Inc ETF (FPE, C+)	$58	6.06%
Arrow Dow Jones Global Yield ETF (GYLD, B+)	$135	6.01%
iShares S&P Intl Preferred Stock Index (IPFF, B-)	$34	6.04%
iShares Morningstar Multi-Asset Income (IYLD, A)	$136	5.41%
PowerShares KBW Prem Yield Equity REIT (KBWY, A-)	$82	1.63%
First Trust Multi-Asset Div Income Index (MDIV, A+)	$633	5.69%
UBS E-TRACS Mthly Pay 2x Mortg REIT ETN (MORL, n/a)	$228	3.82%
iShares S&P U.S. Preferred Stock Index (PFF, A+)	$9,847	6.12%
Market Vectors Pref Secs ex Fincls ETF (PFXF, B+)	$168	6.18%
PowerShares Financial Preferred (PGF, A-)	$1,429	5.53%
PowerShares Preferred (PGX, A)	$2,159	7.05%
UBS E-TRACS Mo Pay 2x DJ Intl Rl Est ETN (RWXL, A-)	$15	7.50%
Global X SuperIncome Preferred ETF (SPFF, B)	$104	1.56%
iShares S&P Target Date Retirement Inc (TGR, A)	$15	5.80%
iShares S&P Target Date 2010 (TZD, B+)	$9	4.44%
International Multi-Asset Diversified Income Index Fund (YDIV, n/a)	$7	4.46%
YieldShares High Income ETF (YYY, B+)	$42	5.86%

Har vi missat någon ETF? Låt oss få reda på om Du anser att det finns en eller flera börshandlade fonder som borde finnas med på listan.

Liknande ämnen:utdelande ETFer Utdelning utdelningar

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Nyheter

SPFT ETF är en global satsning på teknikföretag

Publicerad

13 timmar sedan

den

18 april, 2025

Redaktionen

SPDR MSCI World Technology UCITS ETF (SPFT ETF) med ISIN IE00BYTRRD19, strävar efter att spåra MSCI World Information Technology-index. MSCI World Information Technology-index spårar informationsteknologisektorn på de utvecklade marknaderna över hela världen (GICS-sektorklassificering).

ETFENs TER (total cost ratio) uppgår till 0,30 % p.a. SPDR MSCI World Technology UCITS ETF är den billigaste ETF som följer MSCI World Information Technology index. ETF:n replikerar det underliggande indexets prestanda genom fullständig replikering (köper alla indexbeståndsdelar). Utdelningarna i ETFEn ackumuleras och återinvesteras i ETFEn.

SPDR MSCI World Technology UCITS ETF är en stor ETF med tillgångar på 709 miljoner euro under förvaltning. Denna ETF lanserades den 29 april 2016 och har sin hemvist i Irland.

Fondens mål

Fondens investeringsmål är att följa resultatet för företag inom tekniksektorn, över utvecklade marknader globalt.

Indexbeskrivning

MSCI World Information Technology 35/20 Capped Index mäter utvecklingen för globala aktier som klassificeras som fallande inom tekniksektorn, enligt Global Industry Classification Standard (GICS).

Handla SPFT ETF

SPDR MSCI World Technology UCITS ETF (SPFT ETF) är en europeisk börshandlad fond. Denna fond handlas på flera olika börser, till exempel Deutsche Boerse Xetra och London Stock Exchange.

Det betyder att det går att handla andelar i denna ETF genom de flesta svenska banker och Internetmäklare, till exempel DEGIRO, Nordnet, Aktieinvest och Avanza.

Börsnoteringar

Börs	Valuta	Kortnamn
gettex	EUR	SS47
Bolsa Mexicana de Valores	MXN	WTECN
Borsa Italiana	EUR	WTEC
Euronext Amsterdam	EUR	WTCH
London Stock Exchange	USD	WTEC
London Stock Exchange	GBP	TECW
SIX Swiss Exchange	USD	WTEC
XETRA	EUR	SPFT

Största innehav

Värdepapper	Vikt %
Apple Inc.	18,34%
Microsoft Corporation	18,34%
NVIDIA Corporation	18,09%
Broadcom Inc.	4,29%
ASML Holding NV	2,39%
Advanced Micro Devices Inc.	1,50%
Adobe Inc.	1,44%
Salesforce Inc.	1,44%
Oracle Corporation	1,33%
QUALCOMM Incorporated	1,28%

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Dogecoin in a portfolio: A small 1% allocation has a loud bark!

Publicerad

14 timmar sedan

den

18 april, 2025

Redaktionen

Dogecoin has outperformed other major cryptoassets over the past decade, while also exhibiting a low correlation to crypto and traditional assets. This creates a compelling argument for a portfolio allocation. We tested a Bitcoin-enhanced growth portfolio, which is a traditional 60/40 infused with 3% Bitcoin, and we introduced a modest 1% DOGE allocation. Since most prospective investors likely already hold Bitcoin, this offers a lens into how the two assets can complement each other.

Despite the small portfolio allocation, every approach delivered stronger returns. The benchmark returned 7.25% annually, while DOGE-enhanced portfolios reached as high as 8.95%. Sharpe ratios improved in almost all tests, indicating better risk-adjusted returns. Volatility did slightly tick up, but drawdowns remained largely contained. Even with no rebalancing, the max drawdown only deepened by a few percentage points, underscoring that even a 1% DOGE allocation adds meaningful punch without destabilizing the broader portfolio.

Rebalancing remains essential to capturing upside effectively. Without it, returns can plateau while risk quietly compounds. Monthly or weekly rebalancing offered the best balance, maximizing returns while keeping volatility and drawdowns in check, especially during periods of broader market stress, as we’ve recently seen. Given Dogecoin’s momentum-driven nature, a more strategic approach linked to broader crypto market cycles may offer even greater optimization beyond routine rebalancing.

With the right structure, a 1% allocation to Dogecoin isn’t reckless—it’s rewarding.

Bear Case

Despite strong fundamentals and a rich cultural legacy, Dogecoin’s recent rally, fueled by post-election memecoin mania, may have front-run its true cycle potential. As attention shifts to newer narratives, DOGE risks being seen as ’yesterday’s play,’ potentially underperforming even in a rising market. Still, that wouldn’t signal a flaw in its model, just a pause in a fast-rotating cycle.

Assuming a continued 10% compounded annual growth rate (CAGR) from its 2021 peak of $0.73, DOGE would be projected to land around $0.38 by 2025—still more than 2x from today’s levels but modest relative to past cycles. More notably, this would mark the first time Dogecoin fails to reach a new all-time high in a full market cycle.

Neutral Case

Dogecoin may not dominate headlines like it did at its peak, but it still holds cultural relevance and widespread recognition. In a scenario where the total crypto market cap peaks at $5 trillion this cycle and DOGE maintains a solid, albeit slightly reduced, market share of 3% instead of its previous 4%, this would result in a market capitalization of approximately $150 billion for DOGE.

At that valuation, DOGE would trade near $1 per coin, a ~5.5x gain from current levels around $0.185. This neutral case assumes Dogecoin retains its stature as the leading memecoin, despite increased competition, with stable adoption and renewed retail interest, but without the same euphoria of the last cycle.

Bull Case

If we take DOGE’s bottom price of $0.007 just before the last bull run began and fast-forward two years to the bottom of the current cycle at $0.0585, that move reflects a CAGR of 189%. If DOGE were to mirror this explosive growth, DOGE would reach approximately $1.42.

In this scenario, Dogecoin benefits from renewed memecoin mania, increasing real-world adoption, and stronger interest fueled by regulatory clarity and potential integration with major platforms like Elon Musk’s X. A full return of retail enthusiasm and broad cultural momentum could reestablish DOGE as the breakout asset of the cycle, potentially even doubling its all-time high.

Research Newsletter

Each week the 21Shares Research team will publish our data-driven insights into the crypto asset world through this newsletter. Please direct any comments, questions, and words of feedback to research@21shares.com

Disclaimer

The information provided does not constitute a prospectus or other offering material and does not contain or constitute an offer to sell or a solicitation of any offer to buy securities in any jurisdiction. Some of the information published herein may contain forward-looking statements. Readers are cautioned that any such forward-looking statements are not guarantees of future performance and involve risks and uncertainties and that actual results may differ materially from those in the forward-looking statements as a result of various factors. The information contained herein may not be considered as economic, legal, tax or other advice and users are cautioned to base investment decisions or other decisions solely on the content hereof.

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VBTC ETN spårar priset på kryptovalutan Bitcoin

Publicerad

15 timmar sedan

den

18 april, 2025

Redaktionen

VanEck Bitcoin ETN (VBTC ETN) med ISIN DE000A28M8D0, spårar värdet på kryptovalutan Bitcoin. Den börshandlade produktens TER (total cost ratio) uppgår till 1,00 % p.a. Denna ETN replikerar resultatet av det underliggande indexet med en skuldförbindelse med säkerheter som backas upp av fysiska innehav av kryptovalutan.

VanEck Bitcoin ETN är en stor ETN med 568 miljoner euro tillgångar under förvaltning. Denna ETN lanserades den 19 november 2020 och har sin hemvist i Liechtenstein.

Produktbeskrivning

Kombinera spänningen med bitcoin med enkelheten och säkerheten hos traditionell finans. Bitcoin är den äldsta kryptovalutan, med det största börsvärdet. Det ses ofta som digitalt guld, ett digitalt värdelager i en tid av osäkerhet. VanEck Bitcoin ETN är en fullständigt säkerställd börshandlad sedel som investerar i bitcoin.

100 % uppbackad av bitcoin (BTC)
Förvaras hos en reglerad kryptodepå, med kryptoförsäkring (upp till ett begränsat belopp)
Kan handlas som en ETF på reglerade börser (om än inom ett annat segment)

Huvudriskfaktorer

Volatilitetsrisk: Handelspriserna för många digitala tillgångar har upplevt extrem volatilitet under de senaste perioderna och kan mycket väl fortsätta att göra det. Digitala tillgångar har bara introducerats under det senaste decenniet och klarhet i regelverket är fortfarande svårfångad i många jurisdiktioner.

Valutarisk, teknikrisk, juridiska och regulatoriska risker. Du kan förlora pengar genom att investera i fonderna. Värdet på investeringarna kan gå upp eller ner och investeraren kanske inte får tillbaka det investerade beloppet.

Underliggande index

MarketVector Bitcoin VWAP Close Index (MVBTCV Index).

Handla VBTC ETN

VanEck Bitcoin ETN (VBTC ETN) är en europeisk börshandlad kryptovaluta. Denna fond handlas på flera olika börser, till exempel Deutsche Boerse Xetra och Euronext Amsterdam.

Det betyder att det går att handla andelar i denna ETP genom de flesta svenska banker och Internetmäklare, till exempel Nordnet, SAVR, DEGIRO och Avanza.