The Top ETFs Over Three Years: Consumer Spending Makes an Impact

by Charles Rotblut, CFA

This is the third year we have compiled and analyzed the top-performing exchange-traded funds (ETFs).

Only one ETF has made the list of the 10 best performers in all three years: SPDR S&P Retail fund (XRT). The fund’s three-year annualized gain of 30.6% ranks third among all exchange-traded funds. Its three-year performance ranked eighth in 2012 and third in 2011.

Notably only one other ETF retained its top-10 ranking from last year: PowerShares Dynamic Pharmaceuticals fund (PJP). The ETF realized a 33.5% annualized gain over the past three years, the best performance of any ETF over that time period. Last year, the fund ranked sixth among all funds.

...To continue reading this article you must be registered with AAII.

Gain exclusive access to this article and all of the member benefits and investment education AAII offers.
JOIN TODAY for just $29.
Register for FREE
to read this article and receive access to future AAII.com articles.

Log in
Already registered with AAII? Login to read the rest of this article.
  
Charles Rotblut, CFA is a vice president at AAII and editor of the AAII Journal. Follow him on Twitter at twitter.com/charlesrotblut.


Discussion

H Jagannath from Florida posted 7 months ago:

I was wondered about dividend paying stock or best dividend etf to generate monthly dividend.thanks


Winston Pearson from Georgia posted 7 months ago:

I would suggest, depending on amount of money available, various stocks that pay quarterly, but pay in different months so that you get a monthly check. You could get 12 checks a year with just 3 stocks.


Robert Rutherford from Washington posted 6 months ago:

Why is BAB listed under the 'Muni Nat'l Bond: Long Term Cat Average' category? Isn't it a taxable bond fund, i.e., the distributions are treated as ordinary income?


Charles Rotblut from Illinois posted 6 months ago:

Hi Robert,

The fund is listed under Muni Nat'l Bond because, according to Morningstar, it invests in taxable municipal bonds.

-Charles


Christophe Couallier from Florida posted 4 months ago:

How would you screen for ETFs to build a portfolio? Looking for ways via the excel table attached with the article. Thanks.


You need to log in as a registered AAII user before commenting.
Create an account

Log In