New request came through from a member on their 5 ETF holdings so we'll take a look below - this is all data driven in terms of what we see with ETF holdings, performance and other metrics. Any opinions here are also not meant as financial advise but merely our review of what the data looks like for these particular ETFs.
The ETFs mentioned are ASIA, ESPO, HGEN, IIND, QUAL
First of all looking at holdings compared to each other we can see the following - there is not much in the way of crossover amongst them which is goo as having a lot of crossover would make you question whether you should have just bought 1 of the 2 ETFs if 2 were quite similar.
In terms of reviews for these, some are already videos we've done so I post those as well a brief comment above.
ASIA - popular way to play Asian tech but has been unloved as China cracks down on tech firms. Whether now is the right time to buy is not ours to say but if you believe the Evergrande crisis is behind us it is trading off its highs so recovery back to where it was could play in your favour.
ESPO - newr but popular and seeing more flows go into it though did see a dip in September numbers. If you like gaming this is a good way to play the theme.
QUAL - part of VanEck series on smart-beta. Well liked and there are good arguments for why quality is a better factor than value or momentum. Lot of good videos on this on ausbiz too.
HGEN is a bit newer so no monthly ASX data yet for it but since it tracks a benchmark (the Solactive Global Hydrogen ESG Index - see https://www.solactive.com/Indices/?index=DE000SL0D1G5), would be worthwhile looking at performance of that. Past performance is not a guide for future but still interesting to see track record there. More info here https://www.etfsecurities.com.au/product/hgen
IIND we haven't done a video for but from what we can see on our snapshots below, it looks positive. It's only been around since late 2019 but had some good returns. It's seen a jump in inflows in September and has just crossed the 1,000 trades per month threshold showing that it's becoming more widely used amongst ETF traders. Decreasing spread % is good and strong liquidity compared to peers. It does have a higher than average MER (average across all ETFs is 0.51/0.52% and this is 0.8%) but otherwise this is good.
One big thing we notice with all these is they focus on specific sectors/themes and it does not follow the broad based core coupled with pointed thematic satellite investments (look up core-satellite investing for more). Thtat's not something that you have to follow but core investing in something broad based is a good hedge against risk but each to their own.
Holdings look diversified and these ETFs have historic performance and other metrics that show these ETFs have been getting popular so if that's the belief that the industries these ones are in will continue then it's certianly worth investigating further,
You can view all the ETF analysis videos on our YouTube page playlist for it https://www.youtube.com/watch?v=y4KHH6TLfkk&list=PLjC6E9VHX9Hh7Fa8Csa2hlWJmLVcONo01&ab_channel=ETFtracker
We also publish these on our Instagram page too - https://www.instagram.com/etftracker/
If you're looking at something like this we hope its also helpful for you too.
Great! DYOR Appreciate the work. You're amazing. Ill be deep diving into your site and videos.