{"id":78238,"date":"2024-06-29T21:00:43","date_gmt":"2024-06-29T18:00:43","guid":{"rendered":"https:\/\/financer.ro\/?page_id=78238"},"modified":"2024-10-24T18:11:22","modified_gmt":"2024-10-24T15:11:22","slug":"cele-mai-bune-etf-uri","status":"publish","type":"page","link":"https:\/\/financer.ro\/investitii\/cele-mai-bune-etf-uri\/","title":{"rendered":"Cele mai bune ETF-uri"},"content":{"rendered":"\n

Cele mai bune ETF-uri \u00een care po\u021bi investi \u00een 2024<\/h2>\n\n\n\n

Cau\u021bi cele mai bune ETF-uri din 2024? Ai ajuns \u00een locul \u00een care trebuie. Aici vei g\u0103si o list\u0103 \u00een care am prezentat 24 fonduri tranzac\u021bionate la burs\u0103 pe care noi le consider\u0103m c\u0103 merit\u0103 s\u0103 le urm\u0103re\u0219ti.<\/p>\n\n\n\n

Acum, alegerea a 24 cele mai bune ETF-uri pare o sarcin\u0103 herculean\u0103, dat fiind faptul c\u0103 sunt aproape 10.000 de op\u021biuni<\/a> din care po\u021bi alege la ora actual\u0103.<\/p>\n\n\n\n

Este ca atunci c\u00e2nd discu\u021bi cu montaniarzi \u0219i \u00eei rogi s\u0103 creeze o list\u0103 cu sunt cei mai frumo\u0219i mun\u021bi pe care i-au cutreierat. Vei observa c\u0103 vor \u00eencepe s\u0103 adauge nume \u0219i nu se vor mai putea opri. <\/p>\n\n\n\n

Cam a\u0219a am fost \u0219i noi cu crearea listei de mai jos.<\/p>\n\n\n\n

Metodologie la crearea acestui top ETF-uri<\/h2>\n\n\n\n

Am considerat drept cele mai bune ETF-uri acele produse care au un management bun, care vin cu costuri generale mici \u0219i care au performan\u021be dovedite \u00een timp (cu o excep\u021bie, pe care te l\u0103s\u0103m s\u0103 o descoperi singur).<\/p>\n\n\n\n

Am vrut s\u0103 prezent\u0103m un top 10, dar \u00een timp ce \u00eel cream ne-am dat seama era total insuficient, a\u0219a c\u0103 am tot ad\u0103ugat produse p\u00e2n\u0103 am ajuns la cele 24 pe care le vei putea vedea imediat.<\/p>\n\n\n\n

Ne-am g\u00e2ndit s\u0103 oferim ETF-uri c\u00e2t mai diversificate, astfel vei g\u0103si instrumente care targeteaz\u0103 totul, de la obliga\u021biuni, la ac\u021biuni, la indec\u0219i, la \u021bi\u021bei \u0219i multe alte domenii.<\/p>\n\n\n\n

Totodat\u0103, cum articolul a fost ini\u021bial creat ini\u021bial \u00een mai 2024, am zis c\u0103 ar fi bine s\u0103 \u00eei facem un update \u00een noiembrie \u0219i s\u0103 vedem cum arat\u0103 cifrele fa\u021b\u0103 de ceea ce prezentam ini\u021bial. <\/p>\n\n\n\n

Iat\u0103 de ce, la analiza fiec\u0103rui instrument \u00een parte, vom ad\u0103uga un tabel cu trei linii: cifrele \u00een mai, cifrele \u00een noiembrie \u0219i diferen\u021ba dintre ele, pentru a vedea poten\u021bialul randament pe care l-ai fi avut dac\u0103 ai fi ales variantele propuse de noi.<\/p>\n\n\n\n

A\u0219adar, pentru a nu mai lungi aceast\u0103 introducere care deja parc\u0103 sim\u021bim c\u0103 ne-a luat prea mult, iat\u0103 care credem noi c\u0103 sunt cele mai performante ETF-uri<\/a> din 2024 de care ar fi bine s\u0103 \u021bii cont c\u00e2nd dore\u0219ti s\u0103 \u00eencepi s\u0103 investe\u0219ti \u00een astfel de instrumente:<\/p>\n\n\n\n

Nume ETF<\/strong><\/th>Simbol<\/strong><\/th>Evolu\u021bie \u00een 2024<\/strong> (%)<\/th>Evolu\u021bie \u00een ultimele 12 luni<\/strong> (%)<\/th>Evolu\u021bie \u00een ultimii 3 ani<\/strong> (%)<\/th>Expense ratio<\/strong> (%)<\/th><\/tr><\/thead>
iShares Core Aggressive Allocation ETF<\/a><\/td>AOA<\/td>+ 8.60<\/td>+ 15.36<\/td>+ 4.04<\/td>0.15<\/td><\/tr>
iShares Core Growth Allocation ETF<\/a><\/td>AOR<\/td>+ 6.31<\/td>+ 12.35<\/td>+ 2.39<\/td>0.15<\/td><\/tr>
Avantis U.S. Small Cap Value ETF<\/a><\/td>AVUV<\/td>– 0.37<\/td>+ 18.57<\/td>+ 6.63<\/td>0.25<\/td><\/tr>
Columbia U.S. ESG Equity Income ETF<\/a><\/td>ESGS<\/td>+ 8.12<\/td>+ 20.74<\/td>+ 7.95<\/td>0.35<\/td><\/tr>
iShares Floating Rate Bond ETF<\/a><\/td>FLOT<\/td>+ 3.46<\/td>+ 6.74<\/td>+ 3.72<\/td>0.15<\/td><\/tr>
Schwab Fundamental International Large Company Index ETF<\/a><\/td>FNDF<\/td>+ 4.48<\/td>+ 12.82<\/td>+ 4.50<\/td>0.25<\/td><\/tr>
SPDR Gold Shares<\/a><\/td>GLD<\/td>+ 12.47<\/td>+ 20.61<\/td>+ 9.09<\/td>0.40<\/td><\/tr>
iShares Bitcoin Trust<\/a><\/td>IBIT<\/td>+ 28.36<\/td>NA<\/td>NA<\/td>0.12<\/td><\/tr>
iShares National Muni Bond ETF<\/a><\/td>MUB<\/td>– 0.24<\/td>+ 2.78<\/td>– 0.67<\/td>0.07<\/td><\/tr>
Invesco QQQ Trust<\/a><\/td>QQQ<\/td>+ 17.34<\/td>+ 30.59<\/td>+ 11.29<\/td>0.20<\/td><\/tr>
Schwab U.S. Dividend Equity ETF<\/a><\/td>SCHD<\/td>+ 1.19<\/td>+ 7.99<\/td>+ 1.47<\/td>0.06<\/td><\/tr>
Schwab U.S. REIT ETF<\/a><\/td>SCHH<\/td>– 2.12<\/td>+ 5.79<\/td>– 1.68<\/td>0.07<\/td><\/tr>
Invesco S&P 500 GARP ETF<\/a><\/td>SPGP<\/td>+ 5.26<\/td>+ 16.60<\/td>+ 6.91<\/td>0.34<\/td><\/tr>
United States Oil Fund LP<\/a><\/td>USO<\/td>+ 19.40<\/td>+ 25.24<\/td>+ 16.85<\/td>0.70<\/td><\/tr>
Invesco DB US Dollar Index Bullish Fund<\/a><\/td>UUP<\/td>+ 7.53<\/td>+ 9.20<\/td>+ 7.98<\/td>0.75<\/td><\/tr>
Vanguard Intermediate-Term Corporate Bond ETF<\/a><\/td>VCIT<\/td>+ 0.48<\/td>+ 6.05<\/td>– 2.02<\/td>0.04<\/td><\/tr>
Vanguard FTSE Developed Markets ETF<\/a><\/td>VEA<\/td>+ 4.74<\/td>+ 10.82<\/td>+ 1.85<\/td>0.06<\/td><\/tr>
Vanguard Dividend Appreciation ETF<\/a><\/td>VIG<\/td>+ 8.11<\/td>+ 14.60<\/td>+ 7.73<\/td>0.06<\/td><\/tr>
Vanguard Real Estate ETF<\/a><\/td>VNQ<\/td>\u00a0– 3.21<\/td>+ 4.60<\/td>– 2.61<\/td>0.13<\/td><\/tr>
Vanguard S&P 500 ETF<\/a><\/td>VOO<\/td>+ 15.28<\/td>+ 24.62<\/td>+ 10.00<\/td>0.03<\/td><\/tr>
Vanguard Mid Cap Growth ETF<\/a><\/td>VOT<\/td>+ 5.26<\/td>+ 14.86<\/td>– 0.07<\/td>0.07<\/td><\/tr>
Vanguard Total International Stock ETF<\/a><\/td>VXUS<\/td>+ 5.18<\/td>+11.77<\/td>– 0.02<\/td>0.07<\/td><\/tr>
Energy Select Sector SPDR Fund<\/a><\/td>XLE<\/td>+ 10.45<\/td>+ 16.02<\/td>+ 23.94<\/td>0.09<\/td><\/tr>
Financial Select Sector SPDR Fund<\/a><\/td>XLF<\/td>+ 10.17<\/td>+ 24.04<\/td>+ 5.83<\/td>0.09<\/td><\/tr><\/tbody><\/table>
Cifrele \u0219i datele din acest tabel sunt preluate de pe Best ETF by Yahoo Finance<\/a><\/figcaption><\/figure>\n\n\n\n

\u00cen continuare vom vorbi c\u00e2te pu\u021bin despre fiecare instrument \u00een parte. Vom prezenta produsele targetate, num\u0103rul de\u021binerilor, motivul includerii \u00een tabel \u0219i prognoza pentru anul \u00een curs. <\/p>\n\n\n\n

Dac\u0103 nu te intereseaz\u0103 aceste aspecte, po\u021bi s\u0103ri peste ele, ap\u0103s\u00e2nd aici<\/a>.<\/p>\n\n\n\n

iShares Core Aggressive Allocation ETF (AOA)<\/h3>\n\n\n\n