SPDR MSCI World Small Cap UCITS ETF: Die Hidden Champions der globalen Märkte
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2 سال پیش
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The SPDR MSCI World Small
The SPDR MSCI World Small Cap UCITS ETF (ISIN: IE00BCBJG560 WKN: A1W56P Ticker: ZPRS) invests in stocks with a smaller market capitalization in order to use the small size factor premium for a return advantage. In the video you can see exactly what the small size factor is and how the ETF performs in comparison to other small size ETFs.
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📖 Timestamp:
00:00 Intro to SPDR MSCI World Small Cap UCITS ETF
00:18 Portfolio of SPDR MSCI World Small Cap UCITS ETF
- MSCI World Small Cap Index
- 3,605 securities in the ETF/ 4,550 in the index
- Stocks from the industrialized nations with a small market capitalization (small size factor)
- ESG focus: -
- TOP-10 stocks of Fidelity Global Quality Income ETF in July 2022:
- Carlisle Companies Inc stock
- First Horizon Corp stock
- Service Corp International stock
- Ovintiv Inc stock
- Builders FirstSource Inc stock
- Reliance Steel & Aluminum Co Stock
- Hubbell Inc stock
- Lamb Weston Holdings Inc stock
- Antero Resources Corp stock
- Texas Pacific Land Corp stock
- Country distribution
- Sector Allocation
- Comparison of Sales Growth, Earnings Growth, Dividend Yield, P/E, P/B
- Market capitalization of the stocks in the ETF
08:08 Conclusion & Rating of SPDR MSCI World Small Cap UCITS ETF portfolio
08:47 Recommendation: Tech shares on Instagram - www.instagram.com/techaktien/
08:58 Analysis of the product criteria
- Fund volume: €0.720 billion
- Age of the ETF: approx. 9 years (since November 2013)
- Total expense ratio of the ETF: 0.45% TER
- Type of distribution: accumulating
- Replication method: optimized physical replication (tracking difference: +0.19%)
- Distribution interval: -
- Distribution Yield: -
- Index rebalancing interval: quarterly
10:34 Conclusion & Evaluation of the Product Criteria of the SPDR MSCI World Small Cap UCITS ETF
10:51 Performance of SPDR MSCI World Small Cap UCITS ETF
- SPDR MSCI World Small Cap UCITS ETF(ISIN IE00BCBJG560, WKN A1W56P) compared to:
- Xtrackers MSCI World UCITS ETF 1C (ISIN IE00BJ0KDQ92, WKN A1XB5U)
- iShares S&P SmallCap 600 UCITS ETF ISIN IE00B2QWCY14, WKN A0Q1YY)
- SPDR Russell 2000 US Small Cap UCITS ETF (ISIN IE00BJ38QD84, WKN A1XFN1)
- Xtrackers MSCI Europe Small Cap UCITS ETF 1C (ISIN LU0322253906, WKN DBX1AU)
- Long-term comparison since 2000 between the MSCI World Index and the MSCI World Small Cap Index
14:01 Conclusion & Evaluation of the Performance of the SPDR MSCI World Small Cap UCITS ETF
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15:16 SPDR MSCI World Small Cap UCITS ETF Forecast
- What is Small Size Factor?
- How high should a small cap ETF be weighted?
- Periods when factor premiums do not outperform
18:28 Conclusion & Evaluation of SPDR MSCI World Small Cap UCITS ETF Forecast
19:46 Conclusion & Overall Rating of the SPDR MSCI World Small Cap UCITS ETF
20:50 How to put the SPDR MSCI World Small Cap UCITS ETF in a portfolio? Sample portfolio
📌Short Description:
Are you looking for an ETF that focuses on small cap stocks and tries to take advantage of the small size factor? Then the SPDR MSCI World Small Cap UCITS ETF could be a candidate for your ETF savings plan. We look at the portfolio, the performance and the forecast.
📚 Links:
Buy SPDR MSCI World Small Cap UCITS ETF/ Overview (no affiliate link):
de.extraetf.com/etf-profile/IE00BCBJG560?tab=depot…
Information from SPDR on SPDR MSCI World Small Cap UCITS ETFF
www.ssga.com/de/de/institutional/etfs/funds/spdr-m…
MSCI fact sheet on the MSCI World Small Cap Index:
www.msci.com/documents/10199/a67b0d43-0289-4bce-84…
Fund size & tracking difference:
de.extraetf.com/etf-profile/IE00BCBJG560
Gerd Kommer on factor investing:
gerd-kommer.de/factor-investing-the-basics/
gerd-kommer.de/pains-of-factor-investing/
#SmallCap #SmallSize #ETF
2 سال پیش
در تاریخ 1401/06/13 منتشر شده
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